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 433 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
7,753
shares
|
$220,495
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
7,745
shares
|
$220,267
0.3% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
7,692
shares
|
$218,760
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
7,683
shares
|
$218,504
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
7,669
shares
|
$218,106
0.3% of portfolio
|
Q1 2025
Reduced 86.84%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
7,491
shares
|
$213,044
0.11% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
7,200
shares
|
$204,768
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,050
shares
|
$200,502
0.13% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
7,000
shares
|
$199,080
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
6,959
shares
|
$197,913
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,916
shares
|
$196,691
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,907
shares
|
$196,435
0.12% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
6,854
shares
|
$194,927
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
6,787
shares
|
$193,022
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,749
shares
|
$191,941
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,647
shares
|
$189,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,322
shares
|
$179,797
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,110
shares
|
$173,768
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,502
shares
|
$156,476
0.12% of portfolio
|
Q3 2023
Added 17.89%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
5,305
shares
|
$150,874
0.06% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,069
shares
|
$144,162
0.01% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,983
shares
|
$113,276
0.0% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,682
shares
|
$104,716
0.04% of portfolio
|
Q4 2024
Added 40.7%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,544
shares
|
$100,791
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,150
shares
|
$89,586
0.11% of portfolio
|
Q4 2021
New holding
|