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 468 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
15,505
shares
|
$507,478
0.19% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
15,101
shares
|
$494,255
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
14,857
shares
|
$486,269
0.44% of portfolio
|
Q1 2025
Added 371325.0%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
14,740
shares
|
$482,440
0.06% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
14,380
shares
|
$470,657
0.02% of portfolio
|
Q2 2025
Added 108.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,372
shares
|
$470,395
0.04% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,275
shares
|
$467,220
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
14,163
shares
|
$463,554
0.07% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,920
shares
|
$455,601
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
13,738
shares
|
$449,644
0.04% of portfolio
|
Q4 2024
Added 179.23%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,541
shares
|
$443,196
0.08% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
13,484
shares
|
$441,331
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,360
shares
|
$437,272
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
13,048
shares
|
$427,061
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
12,794
shares
|
$418,747
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,509
shares
|
$409,419
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
12,345
shares
|
$404,051
0.24% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
12,341
shares
|
$403,920
0.22% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
12,179
shares
|
$398,618
0.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,038
shares
|
$394,003
0.0% of portfolio
|
Q2 2025
Added 490.68%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
11,890
shares
|
$389,159
0.11% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
11,848
shares
|
$387,785
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
11,702
shares
|
$383,006
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,385
shares
|
$372,631
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
10,927
shares
|
$357,640
0.03% of portfolio
|
Q2 2025
Reduced 88.22%
|