Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
156,902
shares
|
$4.73 Million
0.05% of portfolio
|
Q2 2024
Added 64.31%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
151,085
shares
|
$4.55 Million
0.06% of portfolio
|
Q2 2024
Added 8.87%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 19, 2024 Q2 2024 |
142,803
shares
|
$4.3 Million
2.3% of portfolio
|
Q2 2024
Added 467.29%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
135,419
shares
|
$4.08 Million
1.19% of portfolio
|
Q2 2023
Added 110.29%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
107,405
shares
|
$3.24 Million
2.48% of portfolio
|
Q2 2024
Reduced 29.08%
|
|
Capital Cs Group, LLC
|
Jul 12, 2024 Q2 2024 |
105,713
shares
|
$3.19 Million
1.68% of portfolio
|
Q2 2024
Reduced 15.99%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
103,650
shares
|
$3.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
96,418
shares
|
$2.91 Million
1.79% of portfolio
|
Q2 2024
Reduced 45.79%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
94,769
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2024
Added 117.99%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
89,717
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2024
Added 22.71%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
84,518
shares
|
$2.55 Million
1.25% of portfolio
|
Q2 2024
Added 21.88%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
70,617
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2024
Added 112.77%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
69,412
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2024
Added 31.34%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
68,653
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2024
Added 18.62%
|
|
Financial Guidance Group, Inc.
|
Aug 07, 2024 Q2 2024 |
66,437
shares
|
$2 Million
1.33% of portfolio
|
Q2 2024
Added 129.01%
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
61,795
shares
|
$1.86 Million
1.16% of portfolio
|
Q2 2024
Added 3.88%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
51,191
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2024
Added 130.57%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
46,530
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2024
Added 42.95%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
45,882
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Added 2.44%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
40,551
shares
|
$1.22 Million
0.36% of portfolio
|
Q2 2024
Added 55.18%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
38,585
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.68%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
38,401
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Added 87.95%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
37,758
shares
|
$1.14 Million
0.83% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
37,309
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Added 14.39%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
33,242
shares
|
$1 Million
0.54% of portfolio
|
Q2 2024
Added 310.45%
|