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 428 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,216
shares
|
$331,432
0.27% of portfolio
|
Q4 2024
Added 41.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
11,175
shares
|
$330,221
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
10,710
shares
|
$316,480
0.27% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,633
shares
|
$314,205
0.03% of portfolio
|
Q4 2024
Added 56.94%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
10,570
shares
|
$312,343
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
10,408
shares
|
$307,556
0.27% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,265
shares
|
$303,330
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
10,165
shares
|
$300,375
0.17% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$295,500
0.07% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
9,950
shares
|
$294,022
0.01% of portfolio
|
Q4 2024
Reduced 62.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,612
shares
|
$284,034
0.03% of portfolio
|
Q4 2024
Reduced 81.51%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,447
shares
|
$279,158
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
9,421
shares
|
$278,390
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,377
shares
|
$277,090
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,012
shares
|
$266,304
0.06% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
8,981
shares
|
$265,388
0.16% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
8,970
shares
|
$265,063
0.16% of portfolio
|
Q2 2024
Reduced 75.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
8,889
shares
|
$262,669
0.01% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
8,850
shares
|
$261,517
0.08% of portfolio
|
Q1 2024
Reduced 22.03%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,783
shares
|
$259,537
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
8,691
shares
|
$256,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
8,592
shares
|
$253,893
0.07% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,398
shares
|
$248,160
0.01% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
8,342
shares
|
$246,506
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
8,059
shares
|
$238,143
0.08% of portfolio
|
Q4 2024
New holding
|