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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
554,223
shares
|
$18.1 Million
8.23% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
540,585
shares
|
$17.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
535,930
shares
|
$17.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
527,749
shares
|
$17.3 Million
0.21% of portfolio
|
Q2 2025
Added 91.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
511,962
shares
|
$16.8 Million
0.23% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
497,981
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
494,458
shares
|
$16.2 Million
8.07% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
484,927
shares
|
$15.9 Million
9.77% of portfolio
|
Q2 2025
Added 173.47%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
477,731
shares
|
$15.6 Million
5.28% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
471,867
shares
|
$15.4 Million
1.84% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
465,724
shares
|
$15.2 Million
3.36% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
464,788
shares
|
$15.2 Million
2.45% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
449,848
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 1947.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
449,759
shares
|
$14.7 Million
0.72% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
443,814
shares
|
$14.5 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
435,332
shares
|
$14.2 Million
8.27% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
431,284
shares
|
$14.1 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
425,139
shares
|
$13.9 Million
10.47% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
420,907
shares
|
$13.8 Million
2.43% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
414,176
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
412,741
shares
|
$13.5 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
407,277
shares
|
$13.3 Million
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
407,113
shares
|
$13.3 Million
5.82% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
396,804
shares
|
$13 Million
0.7% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
389,311
shares
|
$12.7 Million
1.7% of portfolio
|
Q2 2025
Added 9.7%
|