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 468 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
8,296
shares
|
$271,528
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
8,291
shares
|
$271,364
0.0% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
8,059
shares
|
$263,771
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,703
shares
|
$252,119
0.26% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
7,683
shares
|
$251,464
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
7,509
shares
|
$245,769
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
7,491
shares
|
$245,180
0.1% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
7,439
shares
|
$243,478
0.01% of portfolio
|
Q1 2025
Reduced 71.2%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
7,347
shares
|
$240,467
0.12% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,331
shares
|
$239,943
0.02% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,220
shares
|
$236,310
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$229,109
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,916
shares
|
$226,360
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,896
shares
|
$225,706
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,749
shares
|
$220,894
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
6,722
shares
|
$220,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
6,590
shares
|
$215,690
0.03% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
6,584
shares
|
$215,494
0.01% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,537
shares
|
$213,956
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
6,475
shares
|
$211,926
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,386
shares
|
$209,013
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,347
shares
|
$207,737
0.0% of portfolio
|
Q2 2025
Added 111.64%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
6,341
shares
|
$207,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,322
shares
|
$206,919
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,310
shares
|
$206,526
0.03% of portfolio
|
Q2 2025
New holding
|