Institutional Ownership First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $865 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,526,715
shares
|
$142 Million
0.06% of portfolio
|
Q3 2024
Added 28.27%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,058,290
shares
|
$104 Million
5.76% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,317,027
shares
|
$85.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,822,231
shares
|
$46.8 Million
18.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,361,054
shares
|
$35 Million
8.0% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,130,983
shares
|
$29.1 Million
0.07% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
970,022
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
831,131
shares
|
$21.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
795,752
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
704,355
shares
|
$18.1 Million
0.88% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
691,021
shares
|
$17.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
663,224
shares
|
$17.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
614,410
shares
|
$15.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
596,685
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
587,119
shares
|
$15.1 Million
0.05% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
432,881
shares
|
$11.1 Million
0.16% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
425,192
shares
|
$10.9 Million
2.39% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
398,370
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
396,446
shares
|
$10.2 Million
0.32% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
388,320
shares
|
$9.98 Million
1.43% of portfolio
|
Q3 2024
Added 36.65%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
379,121
shares
|
$9.75 Million
3.79% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
359,108
shares
|
$9.23 Million
3.57% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
350,089
shares
|
$9 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$8.95 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
310,018
shares
|
$7.97 Million
0.01% of portfolio
|
Q3 2024
Added 15.56%
|