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 |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
265,557
shares
|
$6.64 Million
0.01% of portfolio
|
Q2 2024
Added 1602.4%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
253,870
shares
|
$6.35 Million
4.06% of portfolio
|
Q2 2024
Added 0.57%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
251,492
shares
|
$6.29 Million
0.31% of portfolio
|
Q2 2024
Added 0.43%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
241,346
shares
|
$6.03 Million
0.21% of portfolio
|
Q2 2024
Added 19.88%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
214,981
shares
|
$5.37 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
212,161
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
181,684
shares
|
$4.54 Million
0.02% of portfolio
|
Q2 2024
Added 14.03%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
179,609
shares
|
$4.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.15%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
164,118
shares
|
$4.1 Million
0.02% of portfolio
|
Q2 2024
Added 12.31%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
163,058
shares
|
$4.08 Million
0.08% of portfolio
|
Q2 2024
Added 2.86%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
124,814
shares
|
$3.12 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
115,588
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2024
Added 10.26%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
114,183
shares
|
$2.85 Million
0.04% of portfolio
|
Q2 2024
Added 5.16%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.75 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
106,070
shares
|
$2.65 Million
0.06% of portfolio
|
Q2 2024
Added 416.33%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
99,011
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2024
Added 44.76%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
95,064
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.37 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
89,871
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
87,815
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2024
Reduced 21.34%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
81,373
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
79,650
shares
|
$1.99 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
79,353
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2024
Added 34.58%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
76,314
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
74,431
shares
|
$1.86 Million
0.09% of portfolio
|
Q2 2024
Added 34.7%
|