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 356 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
34,535
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
34,294
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
33,905
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
33,537
shares
|
$1.03 Million
0.35% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
33,330
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
33,014
shares
|
$1.01 Million
0.32% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
32,783
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 37.99%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
32,698
shares
|
$1 Million
0.5% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
32,599
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
32,454
shares
|
$997,311
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
31,350
shares
|
$963,385
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
31,185
shares
|
$958,315
0.71% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
31,130
shares
|
$956,624
0.06% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
30,970
shares
|
$951,708
0.07% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
30,427
shares
|
$935,021
0.4% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
30,335
shares
|
$932,194
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
29,083
shares
|
$893,720
0.32% of portfolio
|
Q1 2024
Added 51.51%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
27,823
shares
|
$855,000
0.05% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
27,171
shares
|
$834,964
0.45% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$829,710
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
26,766
shares
|
$822,519
0.47% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
26,300
shares
|
$808,199
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
25,883
shares
|
$795,384
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
25,381
shares
|
$779,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
25,333
shares
|
$778,483
0.06% of portfolio
|
Q3 2024
Added 31.29%
|