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 179 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 $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
46,230
shares
|
$1.23 Million
0.56% of portfolio
|
Q2 2025
Reduced 61.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
45,917
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
44,119
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
43,946
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
43,169
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.6%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
39,577
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
35,978
shares
|
$954,136
0.04% of portfolio
|
Q1 2025
Added 71.13%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
35,967
shares
|
$953,844
0.13% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
35,779
shares
|
$948,859
0.37% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
34,876
shares
|
$924,911
0.03% of portfolio
|
Q4 2024
Added 56.8%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
34,163
shares
|
$906,002
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
33,928
shares
|
$899,770
0.67% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
33,597
shares
|
$890,992
0.03% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
32,885
shares
|
$872,110
0.7% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
32,507
shares
|
$862,085
0.05% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
31,190
shares
|
$827,158
0.58% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,182
shares
|
$826,946
1.94% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
30,655
shares
|
$812,970
0.6% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
29,507
shares
|
$782,525
0.2% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
29,002
shares
|
$769,133
0.01% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
28,452
shares
|
$754,547
0.68% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,450
shares
|
$754,494
0.01% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
27,898
shares
|
$739,854
0.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
27,524
shares
|
$729,936
0.3% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
26,238
shares
|
$695,831
0.21% of portfolio
|
Q2 2024
Added 1.74%
|