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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,794
shares
|
$228,346
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,749
shares
|
$226,833
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
6,747
shares
|
$226,766
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,645
shares
|
$223,338
0.04% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
6,589
shares
|
$221,456
0.05% of portfolio
|
Q4 2025
Added 9.87%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
6,584
shares
|
$221,288
0.01% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,537
shares
|
$219,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
6,491
shares
|
$218,162
0.03% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
6,451
shares
|
$216,818
0.06% of portfolio
|
Q4 2025
Reduced 6.72%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
6,386
shares
|
$214,633
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
6,374
shares
|
$214,230
0.17% of portfolio
|
Q3 2025
Reduced 31.97%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,322
shares
|
$212,482
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,110
shares
|
$205,357
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
6,000
shares
|
$201,660
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
6,000
shares
|
$201,660
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,000
shares
|
$201,660
0.0% of portfolio
|
Q3 2025
Reduced 19.34%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,502
shares
|
$184,922
0.12% of portfolio
|
Q3 2023
Added 17.89%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$168,050
0.0% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,716
shares
|
$158,504
0.05% of portfolio
|
Q3 2025
Added 67.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,584
shares
|
$154,068
0.0% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,478
shares
|
$150,505
0.04% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
4,055
shares
|
$136,288
0.05% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,439
shares
|
$115,584
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,366
shares
|
$113,131
0.0% of portfolio
|
Q3 2025
Reduced 46.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
3,186
shares
|
$107,081
0.02% of portfolio
|
Q2 2025
New holding
|
|