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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
1,062,106
shares
|
$34.8 Million
7.14% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,017,113
shares
|
$33.3 Million
1.24% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
1,013,599
shares
|
$33.2 Million
4.29% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
1,003,204
shares
|
$32.8 Million
10.3% of portfolio
|
Q2 2025
Added 98.84%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
984,991
shares
|
$32.2 Million
2.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
983,331
shares
|
$32.2 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
941,302
shares
|
$30.8 Million
0.51% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
934,486
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
909,213
shares
|
$29.8 Million
0.85% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
880,923
shares
|
$28.8 Million
0.3% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
851,230
shares
|
$27.9 Million
2.03% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
830,227
shares
|
$27.2 Million
0.23% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
775,179
shares
|
$25.4 Million
2.92% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
767,624
shares
|
$25.1 Million
0.97% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
766,703
shares
|
$25.1 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
765,271
shares
|
$25 Million
0.14% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
700,563
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2024
Added 2580.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
699,232
shares
|
$22.9 Million
0.66% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
685,442
shares
|
$22.4 Million
4.17% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
664,373
shares
|
$21.7 Million
0.41% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
650,529
shares
|
$21.3 Million
1.63% of portfolio
|
Q2 2025
Added 51.86%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
644,302
shares
|
$21.1 Million
7.97% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
631,697
shares
|
$20.7 Million
6.09% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
586,054
shares
|
$19.2 Million
1.37% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
581,708
shares
|
$19 Million
11.37% of portfolio
|
Q2 2025
Added 0.99%
|