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 |
|---|---|---|---|---|---|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
17,028
shares
|
$473,037
0.38% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,547
shares
|
$459,675
0.02% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
16,066
shares
|
$446,313
0.02% of portfolio
|
Q4 2025
Added 34.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
15,955
shares
|
$443,229
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
15,787
shares
|
$438,562
0.05% of portfolio
|
Q4 2025
Reduced 12.04%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
15,715
shares
|
$436,562
0.2% of portfolio
|
Q4 2025
Added 33.9%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
15,469
shares
|
$429,728
0.17% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
15,193
shares
|
$422,061
0.08% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,024
shares
|
$417,366
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
15,024
shares
|
$417,366
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
15,012
shares
|
$417,033
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,548
shares
|
$404,143
0.01% of portfolio
|
Q3 2025
Reduced 45.36%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
14,538
shares
|
$403,865
0.18% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
14,499
shares
|
$402,782
0.4% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
13,653
shares
|
$379,280
0.13% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
13,632
shares
|
$378,696
0.04% of portfolio
|
Q3 2025
Added 31.57%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
13,592
shares
|
$377,585
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
13,562
shares
|
$376,752
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
13,335
shares
|
$370,446
0.05% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,042
shares
|
$362,306
0.0% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
12,854
shares
|
$357,084
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
12,470
shares
|
$346,416
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,464
shares
|
$318,469
0.0% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
11,363
shares
|
$315,664
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,283
shares
|
$313,441
0.02% of portfolio
|
Q3 2025
Added 25.49%
|
|