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 467 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
95,905
shares
|
$3.2 Million
1.21% of portfolio
|
Q2 2025
Reduced 52.93%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95,793
shares
|
$3.2 Million
1.69% of portfolio
|
Q2 2024
Reduced 65.84%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
95,227
shares
|
$3.18 Million
2.09% of portfolio
|
Q3 2025
Reduced 40.85%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
94,878
shares
|
$3.17 Million
0.84% of portfolio
|
Q2 2025
Added 30.05%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
94,827
shares
|
$3.16 Million
1.71% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
94,562
shares
|
$3.16 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
93,290
shares
|
$3.11 Million
0.32% of portfolio
|
Q1 2023
Reduced 8.42%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
90,500
shares
|
$3.02 Million
0.53% of portfolio
|
Q2 2025
Added 205.39%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
90,098
shares
|
$3.01 Million
0.73% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
89,035
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
88,263
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
88,098
shares
|
$2.94 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
86,286
shares
|
$2.88 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
85,369
shares
|
$2.85 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
85,193
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
84,440
shares
|
$2.82 Million
1.79% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
84,280
shares
|
$2.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
82,750
shares
|
$2.76 Million
0.28% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
80,877
shares
|
$2.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
80,623
shares
|
$2.69 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
80,304
shares
|
$2.68 Million
0.31% of portfolio
|
Q2 2025
Added 38.15%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
79,801
shares
|
$2.66 Million
0.73% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
79,350
shares
|
$2.65 Million
0.2% of portfolio
|
Q2 2025
Added 108.93%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
78,849
shares
|
$2.63 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
78,670
shares
|
$2.63 Million
0.76% of portfolio
|
Q2 2025
Added 2.91%
|