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 155 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$254,600
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,791
shares
|
$249,278
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,787
shares
|
$249,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
9,505
shares
|
$241,997
0.11% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
9,500
shares
|
$241,870
0.18% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
9,358
shares
|
$238,254
0.17% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
9,046
shares
|
$230,311
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,880
shares
|
$226,084
0.01% of portfolio
|
Q3 2024
Reduced 85.28%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,852
shares
|
$225,371
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
8,677
shares
|
$220,916
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,670
shares
|
$220,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
8,146
shares
|
$207,397
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$172,873
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,354
shares
|
$161,772
0.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,931
shares
|
$100,083
0.01% of portfolio
|
Q3 2024
Reduced 81.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,260
shares
|
$82,999
0.0% of portfolio
|
Q3 2024
Reduced 42.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,655
shares
|
$42,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$36,764
0.0% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,435
shares
|
$36,535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,388
shares
|
$35,338
0.0% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,234
shares
|
$31,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,220
shares
|
$31,061
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,150
shares
|
$29,279
0.0% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,150
shares
|
$29,279
0.0% of portfolio
|
Q1 2024
Added 35.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
871
shares
|
$22,175
0.0% of portfolio
|
Q3 2024
New holding
|