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 194 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
22,640
shares
|
$628,939
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
22,613
shares
|
$628,189
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
22,495
shares
|
$624,911
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
22,425
shares
|
$622,966
0.9% of portfolio
|
Q3 2025
Added 121.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$618,355
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
21,862
shares
|
$607,326
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$598,714
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,499
shares
|
$597,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
21,405
shares
|
$594,630
0.13% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$588,824
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
20,872
shares
|
$579,824
0.48% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
20,393
shares
|
$566,517
0.39% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
19,745
shares
|
$548,516
0.01% of portfolio
|
Q3 2025
Added 31.68%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
19,725
shares
|
$547,960
0.29% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
19,436
shares
|
$539,932
0.18% of portfolio
|
Q4 2025
Added 77.56%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
18,953
shares
|
$526,514
0.07% of portfolio
|
Q3 2025
Reduced 22.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
18,815
shares
|
$522,680
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
18,720
shares
|
$520,041
0.03% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
18,666
shares
|
$518,541
0.07% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
18,559
shares
|
$515,569
0.0% of portfolio
|
Q3 2025
Added 65.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,527
shares
|
$514,680
0.03% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
18,469
shares
|
$513,068
0.02% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,752
shares
|
$493,150
0.01% of portfolio
|
Q3 2025
Added 123.97%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
17,447
shares
|
$484,677
0.14% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
17,367
shares
|
$482,455
0.1% of portfolio
|
Q3 2025
Reduced 0.57%
|
|