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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
557,383
shares
|
$17.3 Million
9.1% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
554,336
shares
|
$17.2 Million
1.32% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
548,129
shares
|
$17 Million
0.54% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
531,934
shares
|
$16.5 Million
3.95% of portfolio
|
Q1 2025
Reduced 54.65%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
519,033
shares
|
$16.1 Million
9.53% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
504,537
shares
|
$15.6 Million
10.64% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
497,981
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
484,278
shares
|
$15 Million
0.35% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
480,042
shares
|
$14.9 Million
5.46% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
473,884
shares
|
$14.7 Million
0.22% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
464,934
shares
|
$14.4 Million
0.44% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
464,788
shares
|
$14.4 Million
2.45% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
454,239
shares
|
$14.1 Million
0.08% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
449,848
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 1947.09%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
446,153
shares
|
$13.8 Million
1.81% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
437,893
shares
|
$13.6 Million
0.74% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
433,140
shares
|
$13.4 Million
0.72% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
429,332
shares
|
$13.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
428,388
shares
|
$13.3 Million
1.35% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
425,494
shares
|
$13.2 Million
6.26% of portfolio
|
Q1 2025
Added 25.49%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
423,720
shares
|
$13.1 Million
8.22% of portfolio
|
Q1 2025
Added 486.46%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
414,260
shares
|
$12.8 Million
2.71% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
410,373
shares
|
$12.7 Million
3.44% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
408,616
shares
|
$12.7 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
398,645
shares
|
$12.4 Million
0.11% of portfolio
|
Q1 2025
Added 136.43%
|