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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
285,728
shares
|
$7.35 Million
0.26% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
266,972
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
265,679
shares
|
$6.83 Million
0.25% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
262,826
shares
|
$6.76 Million
4.07% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
246,733
shares
|
$6.34 Million
0.07% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
214,738
shares
|
$5.52 Million
1.11% of portfolio
|
Q3 2024
Reduced 22.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
205,689
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
203,227
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
163,058
shares
|
$4.19 Million
0.08% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
143,926
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
139,138
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
127,560
shares
|
$3.28 Million
0.79% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
126,485
shares
|
$3.25 Million
0.25% of portfolio
|
Q3 2024
Added 44.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
124,513
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
122,277
shares
|
$3.14 Million
0.3% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.83 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
104,894
shares
|
$2.7 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
101,681
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
100,723
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
96,293
shares
|
$2.48 Million
0.17% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
95,145
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.43 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
81,137
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
77,651
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
73,923
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.13%
|