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 467 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
375,159
shares
|
$12.5 Million
0.37% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
374,741
shares
|
$12.5 Million
0.24% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
373,790
shares
|
$12.5 Million
0.31% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
367,042
shares
|
$12.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
361,579
shares
|
$12.1 Million
0.32% of portfolio
|
Q3 2020
Reduced 97.67%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
352,334
shares
|
$11.8 Million
5.16% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
352,118
shares
|
$11.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 45.09%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
351,737
shares
|
$11.7 Million
6.65% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
350,277
shares
|
$11.7 Million
7.74% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
349,890
shares
|
$11.7 Million
0.28% of portfolio
|
Q2 2025
Added 170.65%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
344,345
shares
|
$11.5 Million
0.81% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
330,880
shares
|
$11 Million
0.76% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
322,515
shares
|
$10.8 Million
3.68% of portfolio
|
Q3 2025
Reduced 41.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
321,508
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
313,886
shares
|
$10.5 Million
12.14% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
288,390
shares
|
$9.62 Million
3.71% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
282,035
shares
|
$9.41 Million
5.57% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
281,596
shares
|
$9.4 Million
3.25% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
265,795
shares
|
$8.87 Million
2.08% of portfolio
|
Q2 2025
Reduced 35.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
264,554
shares
|
$8.83 Million
0.16% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
262,842
shares
|
$8.77 Million
0.65% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
261,244
shares
|
$8.72 Million
2.27% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$8.56 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
252,840
shares
|
$8.44 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
250,672
shares
|
$8.36 Million
2.65% of portfolio
|
Q2 2025
Added 2.05%
|