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 141 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $704 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
172,448
shares
|
$5.35 Million
3.17% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
134,063
shares
|
$4.16 Million
5.2% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
126,308
shares
|
$3.92 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
111,271
shares
|
$3.45 Million
0.19% of portfolio
|
Q4 2024
Added 53.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,664
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
99,590
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
98,759
shares
|
$3.07 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
93,012
shares
|
$2.89 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
91,809
shares
|
$2.85 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
91,056
shares
|
$2.83 Million
1.56% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
89,380
shares
|
$2.77 Million
0.16% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
89,286
shares
|
$2.77 Million
0.03% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
89,203
shares
|
$2.77 Million
2.45% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
89,070
shares
|
$2.76 Million
0.09% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
86,274
shares
|
$2.68 Million
1.24% of portfolio
|
Q4 2024
Added 40.78%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
83,676
shares
|
$2.6 Million
0.03% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
80,697
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
80,665
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
79,496
shares
|
$2.47 Million
1.54% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
77,642
shares
|
$2.41 Million
0.46% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
76,084
shares
|
$2.36 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
70,767
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
64,464
shares
|
$2 Million
0.25% of portfolio
|
Q4 2024
Added 121.06%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
62,134
shares
|
$1.93 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
60,906
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 11.14%
|