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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
78,197
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
75,488
shares
|
$2.52 Million
0.08% of portfolio
|
Q2 2025
Added 88.36%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
74,520
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
74,494
shares
|
$2.49 Million
0.79% of portfolio
|
Q2 2025
Added 243.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
73,697
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
72,732
shares
|
$2.43 Million
0.27% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
71,002
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
70,932
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
70,036
shares
|
$2.34 Million
1.31% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
68,351
shares
|
$2.28 Million
0.11% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
68,328
shares
|
$2.28 Million
1.81% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
68,328
shares
|
$2.28 Million
1.81% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
68,181
shares
|
$2.28 Million
2.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
67,532
shares
|
$2.25 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
66,411
shares
|
$2.22 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
65,996
shares
|
$2.2 Million
1.66% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
65,903
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
63,685
shares
|
$2.13 Million
0.73% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
63,585
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
63,585
shares
|
$2.12 Million
0.17% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
63,538
shares
|
$2.12 Million
1.13% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
63,262
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
63,131
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
59,278
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Added 158.46%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.95 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|