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 |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
7,076
shares
|
$223,601
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,012
shares
|
$221,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
7,000
shares
|
$221,200
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
6,800
shares
|
$214,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,790
shares
|
$214,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,646
shares
|
$210,013
0.03% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,550
shares
|
$175,380
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,275
shares
|
$103,490
0.01% of portfolio
|
Q1 2025
Added 109066.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,622
shares
|
$82,855
0.0% of portfolio
|
Q4 2024
Added 152.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,340
shares
|
$73,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,191
shares
|
$69,235
0.03% of portfolio
|
Q1 2025
Added 54.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,154
shares
|
$68,066
0.0% of portfolio
|
Q4 2024
Added 298.89%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,945
shares
|
$61,462
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,938
shares
|
$61,240
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,159
shares
|
$36,624
0.03% of portfolio
|
Q4 2024
Added 50.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
812
shares
|
$25,659
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
157
shares
|
$4,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
58
shares
|
$1,832
0.0% of portfolio
|
Q1 2025
Reduced 93.04%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$505
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|