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 145 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $777 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,537
shares
|
$490,969
0.02% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
15,407
shares
|
$486,861
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
14,980
shares
|
$473,368
0.2% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
13,870
shares
|
$438,292
0.14% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
13,730
shares
|
$433,868
0.08% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,264
shares
|
$419,142
0.01% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
12,169
shares
|
$384,540
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,143
shares
|
$383,718
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,010
shares
|
$379,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
11,330
shares
|
$358,028
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,561
shares
|
$333,727
0.01% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,451
shares
|
$330,251
0.06% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,316
shares
|
$325,985
0.02% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,844
shares
|
$311,070
0.0% of portfolio
|
Q1 2025
Reduced 83.84%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,800
shares
|
$309,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
9,783
shares
|
$309,142
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
9,584
shares
|
$302,854
0.14% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,999
shares
|
$284,368
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,864
shares
|
$280,102
0.05% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,708
shares
|
$275,172
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
8,250
shares
|
$260,700
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
7,950
shares
|
$251,220
0.06% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
7,684
shares
|
$242,814
0.02% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,245
shares
|
$228,942
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
7,137
shares
|
$225,529
0.12% of portfolio
|
Q1 2025
Added 0.35%
|