Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
39,789,726
shares
|
$1.3 Billion
0.45% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,005,421
shares
|
$360 Million
0.63% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
10,750,500
shares
|
$352 Million
0.45% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,085,421
shares
|
$297 Million
0.65% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,586,628
shares
|
$248 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,071,339
shares
|
$166 Million
0.57% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,758,353
shares
|
$156 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,699,495
shares
|
$121 Million
0.04% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,369,271
shares
|
$110 Million
0.19% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,284,070
shares
|
$107 Million
0.3% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,987,146
shares
|
$97.8 Million
0.54% of portfolio
|
Q2 2025
Added 78.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,630,495
shares
|
$86.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,495,086
shares
|
$81.7 Million
0.43% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,460,370
shares
|
$80.5 Million
2.18% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,179,501
shares
|
$71.3 Million
0.1% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
1,910,379
shares
|
$62.5 Million
0.92% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,869,946
shares
|
$61.2 Million
0.31% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,712,987
shares
|
$56.1 Million
0.49% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,614,405
shares
|
$52.8 Million
3.87% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,528,390
shares
|
$50 Million
1.41% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,440,754
shares
|
$47.2 Million
2.07% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,268,466
shares
|
$41.5 Million
7.13% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,254,553
shares
|
$41.1 Million
3.52% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,085,048
shares
|
$35.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 29.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,070,644
shares
|
$35 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.23%
|