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 382 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$31,070
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
965
shares
|
$29,982
0.0% of portfolio
|
Q3 2024
Reduced 82.2%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
919
shares
|
$28,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
770
shares
|
$23,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
547
shares
|
$16,995
0.0% of portfolio
|
Q3 2024
Added 406.48%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
541
shares
|
$16,808
0.01% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
510
shares
|
$15,845
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
381
shares
|
$11,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
189
shares
|
$5,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
141
shares
|
$4,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
25
shares
|
$776
0.07% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q4 2024
New holding
|