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 456 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
40,522,599
shares
|
$1.29 Billion
0.49% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,361,970
shares
|
$329 Million
0.63% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,868,298
shares
|
$314 Million
0.7% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
8,327,755
shares
|
$265 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,588,226
shares
|
$241 Million
0.08% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,326,647
shares
|
$169 Million
0.03% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,953,406
shares
|
$157 Million
0.59% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,444,233
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Added 46.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,369,271
shares
|
$107 Million
0.19% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,072,757
shares
|
$97.7 Million
0.31% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,943,110
shares
|
$93.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,384,253
shares
|
$75.8 Million
2.2% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,317,440
shares
|
$73.7 Million
0.42% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,179,501
shares
|
$69.3 Million
0.1% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
1,895,124
shares
|
$60.2 Million
0.98% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,736,361
shares
|
$55.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,676,798
shares
|
$53.3 Million
0.32% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,642,939
shares
|
$52.2 Million
0.54% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,640,254
shares
|
$52.1 Million
1.59% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,549,835
shares
|
$49.3 Million
3.97% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,440,754
shares
|
$45.8 Million
2.07% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,242,010
shares
|
$39.5 Million
3.53% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,228,050
shares
|
$39 Million
7.64% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,154,035
shares
|
$36.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,116,749
shares
|
$35.5 Million
0.55% of portfolio
|
Q1 2025
Reduced 11.27%
|