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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
82,550
shares
|
$2.56 Million
0.3% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
82,430
shares
|
$2.56 Million
0.72% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
81,452
shares
|
$2.53 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
79,260
shares
|
$2.46 Million
0.82% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
77,629
shares
|
$2.41 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
76,449
shares
|
$2.37 Million
0.76% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
75,375
shares
|
$2.34 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
74,810
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 34.38%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
74,180
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
73,433
shares
|
$2.28 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
72,955
shares
|
$2.26 Million
0.63% of portfolio
|
Q1 2025
Added 59.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
72,325
shares
|
$2.24 Million
0.16% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
71,880
shares
|
$2.23 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
70,932
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
70,250
shares
|
$2.18 Million
1.96% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
69,890
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Added 65.54%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
69,824
shares
|
$2.16 Million
0.92% of portfolio
|
Q1 2025
Added 264.88%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
69,089
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Added 42.44%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
66,968
shares
|
$2.08 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
65,861
shares
|
$2.04 Million
1.78% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
63,764
shares
|
$1.98 Million
1.12% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
63,625
shares
|
$1.97 Million
0.06% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
62,245
shares
|
$1.93 Million
0.18% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
60,880
shares
|
$1.89 Million
0.15% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.81 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|