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 |
---|---|---|---|---|---|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
15,759
shares
|
$393,975
0.32% of portfolio
|
Q1 2024
Reduced 46.95%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
15,354
shares
|
$383,850
0.02% of portfolio
|
Q2 2024
Added 0.09%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
15,250
shares
|
$381,250
0.06% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
15,024
shares
|
$375,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$375,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
14,136
shares
|
$353,400
0.19% of portfolio
|
Q2 2024
Added 49.7%
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
12,854
shares
|
$321,350
0.24% of portfolio
|
Q2 2023
New holding
|
|
Echo Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
12,726
shares
|
$318,150
0.26% of portfolio
|
Q2 2024
Added 3.72%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
11,712
shares
|
$292,800
0.02% of portfolio
|
Q1 2024
Added 8.12%
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,550
shares
|
$288,750
0.18% of portfolio
|
Q4 2022
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
11,349
shares
|
$283,725
0.02% of portfolio
|
Q4 2023
New holding
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
10,806
shares
|
$270,150
0.01% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
10,600
shares
|
$265,000
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
10,042
shares
|
$251,050
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
9,765
shares
|
$244,125
0.11% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
9,327
shares
|
$233,175
0.04% of portfolio
|
Q2 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
9,316
shares
|
$232,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
9,300
shares
|
$232,500
0.16% of portfolio
|
Q2 2024
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
9,046
shares
|
$226,150
0.11% of portfolio
|
Q4 2023
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
8,401
shares
|
$210,025
0.16% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 05, 2024 Q2 2024 |
8,250
shares
|
$206,250
0.16% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$169,750
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
5,938
shares
|
$148,450
0.02% of portfolio
|
Q1 2024
Reduced 6.99%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,629
shares
|
$140,725
0.01% of portfolio
|
Q2 2024
Added 57.72%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,580
shares
|
$114,500
0.0% of portfolio
|
Q2 2024
New holding
|