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 457 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,541
shares
|
$419,771
0.08% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,360
shares
|
$414,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
13,048
shares
|
$404,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
13,047
shares
|
$404,457
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,849
shares
|
$398,319
0.01% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,509
shares
|
$387,779
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,431
shares
|
$385,361
0.28% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
12,345
shares
|
$382,695
0.24% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
12,341
shares
|
$382,571
0.21% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
12,335
shares
|
$382,385
0.04% of portfolio
|
Q1 2025
Reduced 33.53%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
12,303
shares
|
$381,393
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
11,848
shares
|
$367,288
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
11,826
shares
|
$366,606
0.11% of portfolio
|
Q1 2025
Added 69.94%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
11,702
shares
|
$362,762
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
11,684
shares
|
$362,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
11,560
shares
|
$358,360
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,385
shares
|
$352,935
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
11,308
shares
|
$350,548
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
11,038
shares
|
$342,178
0.03% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,700
shares
|
$331,700
0.01% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,681
shares
|
$331,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
10,641
shares
|
$329,871
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
10,125
shares
|
$313,875
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
10,000
shares
|
$310,000
0.08% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
9,985
shares
|
$309,535
0.27% of portfolio
|
Q1 2025
Reduced 6.77%
|