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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
7,050
shares
|
$224,119
0.13% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
7,000
shares
|
$222,530
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,916
shares
|
$219,859
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
6,907
shares
|
$219,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
6,896
shares
|
$219,223
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
6,854
shares
|
$217,888
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
6,844
shares
|
$217,570
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,749
shares
|
$214,550
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
6,475
shares
|
$205,840
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
6,341
shares
|
$201,580
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,322
shares
|
$200,976
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
6,321
shares
|
$200,944
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,110
shares
|
$194,236
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5,502
shares
|
$174,908
0.12% of portfolio
|
Q3 2023
Added 17.89%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
5,305
shares
|
$168,645
0.06% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,214
shares
|
$133,963
0.0% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,940
shares
|
$125,252
0.04% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,700
shares
|
$117,623
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,150
shares
|
$100,138
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,000
shares
|
$95,370
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,999
shares
|
$95,338
0.0% of portfolio
|
Q1 2025
Added 14895.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,692
shares
|
$85,578
0.05% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,666
shares
|
$84,752
0.06% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,473
shares
|
$78,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,319
shares
|
$73,721
0.03% of portfolio
|
Q1 2025
New holding
|