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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
26,304
shares
|
$836,204
0.06% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
25,757
shares
|
$818,815
0.39% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
25,478
shares
|
$809,945
0.03% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
25,436
shares
|
$808,610
0.34% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
24,917
shares
|
$792,111
0.48% of portfolio
|
Q1 2025
Reduced 79.17%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
24,764
shares
|
$787,247
0.36% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
24,747
shares
|
$786,707
0.43% of portfolio
|
Q2 2025
Added 174.02%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
24,265
shares
|
$771,384
0.11% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
23,711
shares
|
$753,772
0.26% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
23,403
shares
|
$743,981
0.38% of portfolio
|
Q1 2025
Reduced 91.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,935
shares
|
$729,103
0.03% of portfolio
|
Q1 2025
Added 86.12%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
22,860
shares
|
$726,719
0.04% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
22,671
shares
|
$720,711
0.01% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
22,538
shares
|
$716,483
0.31% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21,760
shares
|
$691,750
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
21,665
shares
|
$688,730
0.29% of portfolio
|
Q1 2025
Added 37.78%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
20,953
shares
|
$666,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
20,510
shares
|
$652,012
0.26% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
20,242
shares
|
$643,493
0.3% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20,207
shares
|
$642,380
0.02% of portfolio
|
Q1 2025
Added 132.5%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
19,571
shares
|
$622,162
0.41% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
19,479
shares
|
$619,237
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
19,411
shares
|
$617,075
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
18,261
shares
|
$580,517
0.14% of portfolio
|
Q2 2025
Reduced 67.31%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
17,860
shares
|
$567,769
0.51% of portfolio
|
Q2 2025
Added 0.81%
|