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 355 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,159,685
shares
|
$35.2 Million
0.58% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,068,064
shares
|
$32.4 Million
1.6% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,008,308
shares
|
$30.6 Million
3.7% of portfolio
|
Q3 2024
Added 134.47%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
890,806
shares
|
$27.1 Million
4.63% of portfolio
|
Q3 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
876,250
shares
|
$26.6 Million
7.83% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
844,920
shares
|
$25.7 Million
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
839,692
shares
|
$25.5 Million
1.59% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
772,233
shares
|
$23.5 Million
1.9% of portfolio
|
Q3 2024
Added 30.26%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
711,629
shares
|
$21.6 Million
1.87% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
700,563
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Added 2580.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
670,850
shares
|
$20.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
653,184
shares
|
$19.8 Million
0.29% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
651,361
shares
|
$19.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
637,192
shares
|
$19.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
631,929
shares
|
$19.2 Million
0.49% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
606,514
shares
|
$18.4 Million
2.66% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
592,396
shares
|
$18 Million
0.4% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
583,549
shares
|
$17.7 Million
2.34% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
557,829
shares
|
$16.9 Million
3.98% of portfolio
|
Q3 2024
Added 44.59%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
556,300
shares
|
$16.9 Million
1.33% of portfolio
|
Q3 2024
Added 95.66%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
520,101
shares
|
$15.8 Million
12.84% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
495,757
shares
|
$15.1 Million
5.85% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
480,799
shares
|
$14.6 Million
0.15% of portfolio
|
Q3 2024
Added 44.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
476,059
shares
|
$14.5 Million
0.52% of portfolio
|
Q3 2024
Added 48.22%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
464,788
shares
|
$14.1 Million
2.45% of portfolio
|
Q1 2024
New holding
|