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 $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
441,823
shares
|
$13.4 Million
5.71% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
419,124
shares
|
$12.8 Million
9.78% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
418,913
shares
|
$12.7 Million
0.39% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
414,739
shares
|
$12.6 Million
12.73% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
408,356
shares
|
$12.4 Million
0.37% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
405,773
shares
|
$12.3 Million
5.18% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
400,063
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
386,244
shares
|
$11.8 Million
3.42% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
384,717
shares
|
$11.7 Million
0.15% of portfolio
|
Q3 2024
Added 252.56%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
384,285
shares
|
$11.7 Million
5.21% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
382,613
shares
|
$11.6 Million
3.74% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
376,855
shares
|
$11.5 Million
1.22% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
371,037
shares
|
$11.3 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
370,748
shares
|
$11.3 Million
2.48% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
368,962
shares
|
$11.2 Million
3.84% of portfolio
|
Q2 2024
Added 4401.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
368,637
shares
|
$11.2 Million
0.74% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
368,037
shares
|
$11.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 47.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
361,681
shares
|
$11 Million
0.3% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
361,579
shares
|
$11 Million
0.32% of portfolio
|
Q3 2020
Reduced 97.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
359,723
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
359,467
shares
|
$10.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
350,902
shares
|
$10.7 Million
6.07% of portfolio
|
Q3 2024
Reduced 41.93%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
350,509
shares
|
$10.7 Million
0.68% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347,511
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.2%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
342,285
shares
|
$10.4 Million
3.16% of portfolio
|
Q3 2024
Added 5.08%
|