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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
40,698
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
40,501
shares
|
$1.29 Million
0.92% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
40,077
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
39,791
shares
|
$1.26 Million
0.48% of portfolio
|
Q1 2025
Added 39.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
39,313
shares
|
$1.25 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
38,542
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
38,368
shares
|
$1.22 Million
0.9% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
38,051
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
38,000
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
37,979
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
37,744
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 62.26%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
37,440
shares
|
$1.19 Million
0.28% of portfolio
|
Q1 2025
Added 154.76%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
37,096
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
36,826
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
36,705
shares
|
$1.17 Million
0.98% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
36,698
shares
|
$1.17 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
35,915
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
35,913
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
34,528
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
34,415
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
34,165
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
33,907
shares
|
$1.08 Million
1.4% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
33,847
shares
|
$1.08 Million
0.51% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
33,560
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
33,537
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.35%
|