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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
274,311
shares
|
$8.5 Million
6.15% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
266,235
shares
|
$8.25 Million
0.34% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
264,626
shares
|
$8.2 Million
3.05% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
261,585
shares
|
$8.11 Million
0.0% of portfolio
|
Q1 2025
Added 138.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
259,665
shares
|
$8.05 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$7.95 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
247,706
shares
|
$7.68 Million
0.61% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
245,629
shares
|
$7.61 Million
3.23% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
239,329
shares
|
$7.42 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
234,796
shares
|
$7.28 Million
4.3% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
233,584
shares
|
$7.24 Million
4.69% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
231,525
shares
|
$7.18 Million
7.3% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
231,139
shares
|
$7.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
223,252
shares
|
$6.92 Million
0.22% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
221,380
shares
|
$6.86 Million
1.26% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
220,705
shares
|
$6.84 Million
0.35% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
220,207
shares
|
$6.83 Million
0.97% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
217,867
shares
|
$6.75 Million
0.14% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
207,587
shares
|
$6.44 Million
0.21% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
204,569
shares
|
$6.34 Million
0.23% of portfolio
|
Q1 2025
Added 135.32%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
203,746
shares
|
$6.32 Million
0.45% of portfolio
|
Q1 2025
Added 1615.03%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
200,541
shares
|
$6.22 Million
3.7% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
197,067
shares
|
$6.11 Million
0.51% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
196,450
shares
|
$6.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|