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 426 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
19,488
shares
|
$584,250
0.16% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
19,411
shares
|
$581,941
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
19,136
shares
|
$573,697
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
18,601
shares
|
$557,657
0.23% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
18,557
shares
|
$556,338
0.07% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
17,995
shares
|
$539,490
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
17,836
shares
|
$534,723
0.11% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,751
shares
|
$532,174
0.0% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,740
shares
|
$531,845
0.01% of portfolio
|
Q3 2021
Added 18.27%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
17,669
shares
|
$529,716
0.36% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
17,380
shares
|
$521,052
0.21% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
16,335
shares
|
$489,723
0.18% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,189
shares
|
$485,346
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,089
shares
|
$482,348
0.1% of portfolio
|
Q4 2024
Added 113.58%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
15,724
shares
|
$471,405
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
15,642
shares
|
$468,947
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,587
shares
|
$467,298
0.09% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
15,505
shares
|
$464,839
0.17% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
15,500
shares
|
$464,690
0.28% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
15,499
shares
|
$464,660
0.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
15,380
shares
|
$461,092
0.16% of portfolio
|
Q4 2024
Added 109.71%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
14,968
shares
|
$448,740
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
14,327
shares
|
$429,523
0.03% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,315
shares
|
$429,163
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
13,897
shares
|
$416,632
0.18% of portfolio
|
Q4 2024
Added 99.07%
|