Institutional Ownership Ft Exch Trd Fd Viii Cboe Vest (BUFG)
This table provides information about the institutional ownership of Ft Exch Trd Fd Viii Cboe Vest (BUFG). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
55,255
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2024
Added 1.87%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
54,529
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2024
Added 18.04%
|
|
Financial Guidance Group, Inc.
|
May 01, 2024 Q1 2024 |
50,024
shares
|
$1.17 Million
0.8% of portfolio
|
Q1 2024
Added 3.4%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
48,240
shares
|
$1.13 Million
0.52% of portfolio
|
Q1 2024
Added 0.01%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
47,068
shares
|
$1.1 Million
1.3% of portfolio
|
Q4 2022
Added 50.98%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37,857
shares
|
$887,368
0.03% of portfolio
|
Q4 2021
Added 14.76%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
37,430
shares
|
$877,359
0.03% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
35,565
shares
|
$833,643
1.04% of portfolio
|
Q3 2022
Reduced 5.2%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
34,978
shares
|
$819,884
0.32% of portfolio
|
Q1 2024
Added 0.93%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
May 16, 2024 Q1 2024 |
32,951
shares
|
$772,371
0.07% of portfolio
|
Q1 2024
Reduced 19.77%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
31,851
shares
|
$746,587
0.26% of portfolio
|
Q1 2024
New holding
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
31,162
shares
|
$730,437
0.29% of portfolio
|
Q1 2024
Added 23.82%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
30,240
shares
|
$708,825
0.01% of portfolio
|
Q1 2024
Added 5.39%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
28,802
shares
|
$675,118
0.09% of portfolio
|
Q1 2024
Reduced 31.98%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 29, 2024 Q1 2024 |
28,010
shares
|
$656,554
0.11% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
27,940
shares
|
$654,913
0.04% of portfolio
|
Q1 2024
Added 55.57%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
26,001
shares
|
$609,463
0.02% of portfolio
|
Q1 2024
Reduced 11.07%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 18, 2024 Q1 2024 |
25,776
shares
|
$604,189
0.35% of portfolio
|
Q3 2023
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
25,212
shares
|
$590,969
0.0% of portfolio
|
Q1 2024
Added 6.53%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
24,830
shares
|
$582,015
0.02% of portfolio
|
Q1 2024
Added 150.05%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
24,200
shares
|
$567,248
0.07% of portfolio
|
Q1 2024
Added 2.54%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
23,461
shares
|
$549,925
0.26% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,810
shares
|
$534,666
0.0% of portfolio
|
Q1 2024
Reduced 48.5%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
20,245
shares
|
$474,542
0.01% of portfolio
|
Q1 2024
Added 12.45%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 14, 2024 Q1 2024 |
20,245
shares
|
$474,542
0.45% of portfolio
|
Q1 2024
Added 12.45%
|