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 355 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
217,422
shares
|
$6.62 Million
2.81% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
215,535
shares
|
$6.56 Million
3.97% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
214,122
shares
|
$6.52 Million
6.34% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
213,711
shares
|
$6.5 Million
0.65% of portfolio
|
Q3 2024
Added 30.85%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
211,492
shares
|
$6.44 Million
3.91% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
208,849
shares
|
$6.36 Million
1.33% of portfolio
|
Q3 2024
Added 2194.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
208,402
shares
|
$6.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
205,517
shares
|
$6.25 Million
0.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
203,698
shares
|
$6.2 Million
4.63% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
198,661
shares
|
$6.05 Million
0.17% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
197,927
shares
|
$6.02 Million
0.27% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
192,820
shares
|
$5.87 Million
0.57% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
191,135
shares
|
$5.82 Million
0.33% of portfolio
|
Q3 2024
Added 99.81%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
180,936
shares
|
$5.51 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
176,627
shares
|
$5.37 Million
0.38% of portfolio
|
Q3 2024
Added 21.56%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
171,038
shares
|
$5.2 Million
2.79% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
170,198
shares
|
$5.18 Million
0.24% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$5.1 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
161,576
shares
|
$4.92 Million
0.38% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
160,900
shares
|
$4.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
160,427
shares
|
$4.88 Million
0.05% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
157,668
shares
|
$4.8 Million
1.03% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
153,669
shares
|
$4.68 Million
0.56% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
150,220
shares
|
$4.57 Million
1.15% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
148,674
shares
|
$4.52 Million
0.05% of portfolio
|
Q3 2024
Added 5.69%
|