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 171 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $948 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
39,010
shares
|
$993,974
0.06% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
38,651
shares
|
$984,827
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
35,778
shares
|
$911,623
0.78% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,347
shares
|
$900,641
0.01% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
34,876
shares
|
$888,640
0.03% of portfolio
|
Q4 2024
Added 56.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
34,215
shares
|
$871,798
0.13% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,557
shares
|
$855,032
0.0% of portfolio
|
Q4 2024
Added 287.05%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
32,743
shares
|
$834,291
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
32,314
shares
|
$823,360
0.15% of portfolio
|
Q4 2024
Reduced 30.36%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,182
shares
|
$794,517
1.94% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
31,052
shares
|
$791,204
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
30,417
shares
|
$775,025
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
30,130
shares
|
$767,712
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
29,044
shares
|
$740,041
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
29,016
shares
|
$739,327
0.49% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
28,994
shares
|
$738,767
0.2% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
27,658
shares
|
$704,725
0.03% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
27,524
shares
|
$701,311
0.47% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
26,725
shares
|
$680,953
0.51% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
26,238
shares
|
$668,544
0.22% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,187
shares
|
$667,244
0.02% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
25,768
shares
|
$656,568
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
25,584
shares
|
$651,880
0.8% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
25,583
shares
|
$651,854
0.4% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
25,406
shares
|
$647,344
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|