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 |
|---|---|---|---|---|---|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
57,653
shares
|
$1.83 Million
0.5% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
56,996
shares
|
$1.81 Million
0.7% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
56,756
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 46.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,583
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 377.41%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
56,327
shares
|
$1.79 Million
0.47% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
55,917
shares
|
$1.78 Million
0.76% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
54,284
shares
|
$1.73 Million
0.53% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
52,701
shares
|
$1.68 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
51,463
shares
|
$1.64 Million
0.37% of portfolio
|
Q1 2025
Reduced 42.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
51,341
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
51,160
shares
|
$1.63 Million
0.09% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
50,967
shares
|
$1.62 Million
0.82% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
50,804
shares
|
$1.62 Million
0.35% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,536
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
49,821
shares
|
$1.58 Million
1.22% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
49,451
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
47,922
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
47,215
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.43 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
44,916
shares
|
$1.43 Million
0.19% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
44,721
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
43,561
shares
|
$1.38 Million
0.95% of portfolio
|
Q4 2024
Added 156.23%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
42,776
shares
|
$1.36 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
42,239
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
41,562
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 1.05%
|