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 488 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jan 23, 2026 Q4 2025 |
266,958
shares
|
$8.97 Million
6.7% of portfolio
|
Q4 2025
Added 3.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
263,820
shares
|
$8.87 Million
0.97% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
263,335
shares
|
$8.85 Million
5.48% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
258,428
shares
|
$8.69 Million
2.95% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$8.62 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
247,068
shares
|
$8.3 Million
0.47% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
244,519
shares
|
$8.22 Million
0.64% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
241,028
shares
|
$8.1 Million
0.1% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
238,368
shares
|
$8.01 Million
0.1% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 23, 2026 Q4 2025 |
234,930
shares
|
$7.9 Million
4.07% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
231,171
shares
|
$7.77 Million
3.44% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
225,480
shares
|
$7.58 Million
3.42% of portfolio
|
Q4 2025
Added 3.95%
|
|
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
Jan 20, 2026 Q4 2025 |
222,614
shares
|
$7.48 Million
6.44% of portfolio
|
Q4 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
220,705
shares
|
$7.42 Million
0.35% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 27, 2026 Q4 2025 |
220,092
shares
|
$7.4 Million
3.35% of portfolio
|
Q4 2025
Added 4.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
219,361
shares
|
$7.37 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
214,913
shares
|
$7.22 Million
0.12% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
210,948
shares
|
$7.09 Million
1.68% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
209,852
shares
|
$7.05 Million
0.44% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
203,548
shares
|
$6.84 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
202,881
shares
|
$6.82 Million
0.08% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
201,218
shares
|
$6.76 Million
3.03% of portfolio
|
Q3 2025
Added 759.8%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
199,274
shares
|
$6.7 Million
3.76% of portfolio
|
Q3 2025
Added 83.16%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
198,973
shares
|
$6.69 Million
3.87% of portfolio
|
Q3 2025
Reduced 58.97%
|
|