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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
128,825
shares
|
$4.22 Million
0.52% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
125,403
shares
|
$4.1 Million
1.74% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
125,190
shares
|
$4.1 Million
1.83% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$4.04 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
121,689
shares
|
$3.98 Million
1.01% of portfolio
|
Q2 2025
Added 61.44%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
121,407
shares
|
$3.97 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
121,335
shares
|
$3.97 Million
0.36% of portfolio
|
Q2 2025
Reduced 26.06%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
121,043
shares
|
$3.96 Million
1.95% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
116,505
shares
|
$3.81 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
115,946
shares
|
$3.79 Million
0.37% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
115,525
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
115,493
shares
|
$3.78 Million
2.72% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,479
shares
|
$3.78 Million
3.02% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
114,396
shares
|
$3.74 Million
0.53% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
113,741
shares
|
$3.72 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
113,432
shares
|
$3.71 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
108,798
shares
|
$3.56 Million
2.42% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
108,370
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
107,249
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
107,163
shares
|
$3.51 Million
0.62% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
106,656
shares
|
$3.49 Million
0.26% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
106,444
shares
|
$3.48 Million
0.84% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$3.42 Million
0.05% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
103,398
shares
|
$3.38 Million
1.9% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
100,659
shares
|
$3.29 Million
0.14% of portfolio
|
Q2 2025
Added 20.02%
|