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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,227
shares
|
$498,655
0.0% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
15,811
shares
|
$485,872
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,020
shares
|
$461,564
0.01% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,815
shares
|
$455,264
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,565
shares
|
$447,582
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
14,543
shares
|
$446,906
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$430,220
0.25% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
13,529
shares
|
$415,746
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,360
shares
|
$410,552
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
12,912
shares
|
$396,785
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,509
shares
|
$384,401
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
12,209
shares
|
$375,182
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,842
shares
|
$363,904
0.01% of portfolio
|
Q1 2024
Reduced 82.3%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
11,825
shares
|
$363,382
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
11,486
shares
|
$352,964
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,385
shares
|
$349,861
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
10,570
shares
|
$324,816
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
10,544
shares
|
$324,017
0.28% of portfolio
|
Q3 2024
Reduced 54.91%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,492
shares
|
$322,419
0.06% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
10,400
shares
|
$319,592
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
10,346
shares
|
$317,932
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
10,337
shares
|
$317,656
0.01% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
9,703
shares
|
$298,173
0.09% of portfolio
|
Q3 2024
Reduced 95.04%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
9,415
shares
|
$289,322
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
9,170
shares
|
$281,794
0.21% of portfolio
|
Q3 2024
Added 0.55%
|