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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
73,790
shares
|
$1.9 Million
0.91% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
73,044
shares
|
$1.88 Million
0.36% of portfolio
|
Q3 2024
Added 116.51%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
69,531
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
68,067
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61,520
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
59,630
shares
|
$1.53 Million
0.74% of portfolio
|
Q3 2024
Added 232.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
55,279
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
54,740
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
48,474
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
46,402
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 39.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 28.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
45,298
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 57.77%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
44,467
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
43,792
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
43,726
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2024
Added 130.32%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
40,417
shares
|
$1.04 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
39,873
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
39,270
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
38,138
shares
|
$980,527
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
37,163
shares
|
$955,460
0.6% of portfolio
|
Q3 2024
Added 46.59%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
33,704
shares
|
$866,529
0.22% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33,511
shares
|
$861,567
0.02% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
32,496
shares
|
$835,472
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
32,496
shares
|
$835,472
0.57% of portfolio
|
Q3 2024
New holding
|