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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
9,968
shares
|
$309,008
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
9,369
shares
|
$290,439
0.24% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
9,342
shares
|
$289,602
0.01% of portfolio
|
Q1 2025
Added 84.3%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
9,269
shares
|
$287,339
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,163
shares
|
$284,053
0.01% of portfolio
|
Q1 2025
Reduced 99.4%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
9,031
shares
|
$279,961
0.16% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
8,970
shares
|
$278,070
0.17% of portfolio
|
Q2 2024
Reduced 75.76%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,950
shares
|
$277,450
0.0% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
8,850
shares
|
$274,350
0.08% of portfolio
|
Q1 2024
Reduced 22.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
8,802
shares
|
$272,862
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,711
shares
|
$270,041
0.05% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,592
shares
|
$266,352
0.07% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
8,403
shares
|
$260,493
0.38% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,398
shares
|
$260,338
0.01% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,394
shares
|
$260,214
0.0% of portfolio
|
Q1 2025
Reduced 28.55%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
8,342
shares
|
$258,602
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
8,296
shares
|
$257,176
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
8,174
shares
|
$253,394
0.05% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
8,059
shares
|
$249,829
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,724
shares
|
$239,444
0.0% of portfolio
|
Q1 2025
Added 93.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,683
shares
|
$238,173
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,678
shares
|
$238,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
7,669
shares
|
$237,739
0.3% of portfolio
|
Q1 2025
Reduced 86.84%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
7,491
shares
|
$232,221
0.11% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,439
shares
|
$230,609
0.01% of portfolio
|
Q1 2025
Reduced 71.2%
|