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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,301
shares
|
$206,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,110
shares
|
$199,980
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,502
shares
|
$180,080
0.12% of portfolio
|
Q3 2023
Added 17.89%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,305
shares
|
$173,632
0.06% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$163,649
0.0% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,816
shares
|
$157,627
0.0% of portfolio
|
Q2 2025
Reduced 37.28%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
3,981
shares
|
$130,298
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,940
shares
|
$128,956
0.04% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,186
shares
|
$104,277
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,150
shares
|
$103,099
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,090
shares
|
$101,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$98,189
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,819
shares
|
$92,265
0.03% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,692
shares
|
$88,109
0.05% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,666
shares
|
$87,258
0.05% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,473
shares
|
$80,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,994
shares
|
$65,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,950
shares
|
$63,823
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,887
shares
|
$61,761
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,661
shares
|
$54,364
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,567
shares
|
$51,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$49,094
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,497
shares
|
$48,996
0.0% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,460
shares
|
$47,785
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,418
shares
|
$46,411
0.0% of portfolio
|
Q3 2024
Reduced 41.36%
|