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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
145,541
shares
|
$4.51 Million
2.29% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,838
shares
|
$4.49 Million
0.15% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
144,654
shares
|
$4.48 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
142,945
shares
|
$4.43 Million
0.96% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
142,384
shares
|
$4.41 Million
1.42% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
139,148
shares
|
$4.31 Million
0.15% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
136,689
shares
|
$4.24 Million
0.16% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
129,276
shares
|
$4.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 61.3%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
128,881
shares
|
$4 Million
1.41% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
128,345
shares
|
$3.98 Million
0.31% of portfolio
|
Q1 2025
Added 10225.42%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
126,617
shares
|
$3.93 Million
3.06% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
123,427
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2025
Added 1756.88%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$3.82 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
121,908
shares
|
$3.78 Million
1.73% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
119,477
shares
|
$3.7 Million
1.04% of portfolio
|
Q1 2025
Added 118.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
116,836
shares
|
$3.62 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,479
shares
|
$3.58 Million
3.02% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
114,647
shares
|
$3.55 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
109,958
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
109,050
shares
|
$3.38 Million
3.72% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
108,519
shares
|
$3.36 Million
0.35% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
106,910
shares
|
$3.31 Million
1.0% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
106,324
shares
|
$3.3 Million
0.36% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
104,963
shares
|
$3.25 Million
0.48% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$3.23 Million
0.05% of portfolio
|
Q2 2024
Added 2.83%
|