Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,900
shares
|
$118,443
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,868
shares
|
$117,471
0.0% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,453
shares
|
$104,867
0.0% of portfolio
|
Q3 2024
Added 66.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
3,305
shares
|
$100,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,150
shares
|
$95,665
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
2,854
shares
|
$86,675
0.09% of portfolio
|
Q3 2024
Added 90.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$85,036
0.0% of portfolio
|
Q3 2024
Added 751.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,679
shares
|
$81,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,617
shares
|
$79,478
0.02% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
2,556
shares
|
$77,625
0.04% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,473
shares
|
$75,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,070
shares
|
$62,865
0.0% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,047
shares
|
$62,167
0.0% of portfolio
|
Q3 2024
Added 56.86%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$62,076
0.0% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,950
shares
|
$59,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,786
shares
|
$54,240
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,779
shares
|
$54,028
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,661
shares
|
$50,444
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$45,555
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,418
shares
|
$43,064
0.0% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,243
shares
|
$37,749
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,035
shares
|
$31,432
0.02% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$30,370
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
965
shares
|
$29,307
0.0% of portfolio
|
Q3 2024
Reduced 82.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
711
shares
|
$21,593
0.01% of portfolio
|
Q3 2024
New holding
|