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 488 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,360
shares
|
$449,029
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
13,028
shares
|
$437,871
0.11% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
12,898
shares
|
$433,501
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
12,345
shares
|
$414,915
0.24% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Simpli Fi, Inc.
|
Jan 22, 2026 Q4 2025 |
12,341
shares
|
$414,781
0.18% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
12,182
shares
|
$409,437
0.37% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$408,630
0.24% of portfolio
|
Q3 2025
Added 39.04%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
11,479
shares
|
$385,809
0.11% of portfolio
|
Q4 2025
Reduced 28.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
11,456
shares
|
$385,036
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,385
shares
|
$382,649
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
10,970
shares
|
$368,701
0.09% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
10,943
shares
|
$367,794
0.03% of portfolio
|
Q3 2025
Reduced 37.6%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
10,890
shares
|
$366,012
0.53% of portfolio
|
Q3 2025
Reduced 88.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
10,883
shares
|
$365,777
0.03% of portfolio
|
Q4 2025
Reduced 24.54%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,803
shares
|
$363,088
0.05% of portfolio
|
Q3 2025
Added 63.93%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
10,650
shares
|
$357,946
0.27% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
10,570
shares
|
$355,257
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
10,284
shares
|
$345,645
0.17% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
10,205
shares
|
$342,990
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
10,061
shares
|
$338,150
0.01% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
9,939
shares
|
$334,049
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
9,834
shares
|
$330,520
0.04% of portfolio
|
Q4 2025
Reduced 26.56%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
9,833
shares
|
$330,487
0.08% of portfolio
|
Q4 2025
Reduced 70.6%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
9,668
shares
|
$324,941
0.05% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,360
shares
|
$314,589
0.0% of portfolio
|
Q3 2025
New holding
|
|