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 140 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
4,308,539
shares
|
$108 Million
0.05% of portfolio
|
Q2 2024
Added 19.01%
|
|
Gw Henssler & Associates LTD
|
Aug 01, 2024 Q2 2024 |
4,035,116
shares
|
$101 Million
6.02% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,143,967
shares
|
$78.6 Million
0.03% of portfolio
|
Q2 2024
Added 13.46%
|
|
Centennial Wealth Advisory LLC
|
Jul 22, 2024 Q2 2024 |
1,854,185
shares
|
$46.4 Million
19.71% of portfolio
|
Q2 2024
Reduced 9.88%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
1,271,675
shares
|
$31.8 Million
7.98% of portfolio
|
Q2 2024
Added 55.88%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
965,367
shares
|
$24.1 Million
0.65% of portfolio
|
Q2 2024
Added 13.01%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
920,232
shares
|
$23 Million
0.03% of portfolio
|
Q2 2024
Added 8.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
873,065
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2024
Added 27.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
803,499
shares
|
$20.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
774,951
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2024
Added 12.07%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
714,026
shares
|
$17.9 Million
0.33% of portfolio
|
Q2 2024
Added 800.7%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
627,265
shares
|
$15.7 Million
0.84% of portfolio
|
Q2 2024
Reduced 29.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
626,455
shares
|
$15.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.48%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
567,701
shares
|
$14.2 Million
0.06% of portfolio
|
Q2 2024
Added 25.69%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
552,389
shares
|
$13.8 Million
0.1% of portfolio
|
Q2 2024
Added 63.45%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
424,817
shares
|
$10.6 Million
0.07% of portfolio
|
Q2 2024
Reduced 35.99%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
404,043
shares
|
$10.1 Million
2.46% of portfolio
|
Q2 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
399,316
shares
|
$9.98 Million
0.16% of portfolio
|
Q2 2024
Added 3.6%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
394,920
shares
|
$9.87 Million
4.11% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
364,486
shares
|
$9.11 Million
0.31% of portfolio
|
Q2 2024
Added 44.95%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
359,497
shares
|
$8.99 Million
0.12% of portfolio
|
Q2 2024
Reduced 16.05%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$8.7 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
284,177
shares
|
$7.1 Million
1.14% of portfolio
|
Q2 2024
Added 455.6%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
275,809
shares
|
$6.9 Million
1.46% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
268,281
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2024
Added 5.74%
|