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 185 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,066,365
shares
|
$219 Million
0.08% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,959,449
shares
|
$107 Million
5.84% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,480,049
shares
|
$94.5 Million
0.03% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,999,516
shares
|
$54.3 Million
0.12% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,933,867
shares
|
$52.5 Million
8.69% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
1,773,912
shares
|
$48.2 Million
16.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,490,215
shares
|
$40.5 Million
6.99% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,128,503
shares
|
$30.6 Million
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,019,430
shares
|
$27.7 Million
0.05% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
767,257
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
756,648
shares
|
$20.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
750,871
shares
|
$20.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
738,615
shares
|
$20.1 Million
0.92% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
721,868
shares
|
$19.6 Million
0.29% of portfolio
|
Q2 2025
Added 535.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
702,397
shares
|
$19.1 Million
0.46% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
649,420
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
569,210
shares
|
$15.5 Million
10.15% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
538,025
shares
|
$14.6 Million
0.01% of portfolio
|
Q2 2025
Added 106.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
526,162
shares
|
$14.3 Million
0.39% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
508,836
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
443,723
shares
|
$12 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
439,981
shares
|
$11.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
428,889
shares
|
$11.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
426,708
shares
|
$11.6 Million
0.06% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
425,004
shares
|
$11.5 Million
2.17% of portfolio
|
Q2 2025
Added 5.19%
|