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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
250,672
shares
|
$8.2 Million
2.65% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
249,329
shares
|
$8.16 Million
0.33% of portfolio
|
Q2 2025
Added 53.57%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
246,725
shares
|
$8.08 Million
6.48% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
241,910
shares
|
$7.92 Million
5.22% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
236,711
shares
|
$7.75 Million
0.92% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
233,856
shares
|
$7.65 Million
4.43% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
233,792
shares
|
$7.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
227,736
shares
|
$7.45 Million
0.64% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
225,487
shares
|
$7.38 Million
0.14% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
220,705
shares
|
$7.22 Million
0.35% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
218,771
shares
|
$7.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
214,388
shares
|
$7.02 Million
3.11% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
214,012
shares
|
$7 Million
3.57% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
213,774
shares
|
$7 Million
3.88% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
208,416
shares
|
$6.82 Million
0.34% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
207,514
shares
|
$6.79 Million
1.71% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
205,099
shares
|
$6.71 Million
0.45% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
204,464
shares
|
$6.69 Million
0.55% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
203,548
shares
|
$6.66 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
201,180
shares
|
$6.58 Million
5.36% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
193,807
shares
|
$6.34 Million
0.08% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
193,290
shares
|
$6.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
192,746
shares
|
$6.31 Million
3.49% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
191,600
shares
|
$6.27 Million
0.08% of portfolio
|
Q2 2025
Added 6.51%
|