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 457 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,116,749
shares
|
$34.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
1,072,982
shares
|
$33.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
1,041,422
shares
|
$32.3 Million
4.68% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,013,320
shares
|
$31.4 Million
6.4% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,004,415
shares
|
$31.1 Million
0.85% of portfolio
|
Q1 2025
Added 29.57%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
992,058
shares
|
$30.8 Million
3.33% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
981,762
shares
|
$30.4 Million
2.16% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
917,606
shares
|
$28.4 Million
0.53% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
840,135
shares
|
$26 Million
0.31% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
839,200
shares
|
$26 Million
0.84% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
822,842
shares
|
$25.5 Million
2.03% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
772,268
shares
|
$23.9 Million
0.36% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
760,078
shares
|
$23.6 Million
1.43% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
727,622
shares
|
$22.6 Million
0.22% of portfolio
|
Q1 2025
Added 30.76%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
722,356
shares
|
$22.4 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
700,563
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2024
Added 2580.14%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
682,709
shares
|
$21.2 Million
0.23% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
671,211
shares
|
$20.8 Million
4.19% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
650,179
shares
|
$20.2 Million
0.65% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
646,382
shares
|
$20 Million
0.46% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
641,319
shares
|
$19.9 Million
0.46% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
638,883
shares
|
$19.8 Million
2.67% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
636,984
shares
|
$19.7 Million
6.09% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
636,696
shares
|
$19.7 Million
7.91% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
573,786
shares
|
$17.8 Million
2.34% of portfolio
|
Q1 2025
Reduced 16.61%
|