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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,038
shares
|
$64,788
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,950
shares
|
$61,990
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,887
shares
|
$59,987
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,710
shares
|
$54,360
0.0% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,661
shares
|
$52,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$47,685
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,497
shares
|
$47,589
0.0% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,482
shares
|
$47,112
0.56% of portfolio
|
Q1 2025
Reduced 95.61%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,460
shares
|
$46,413
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,418
shares
|
$45,078
0.0% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,118
shares
|
$35,541
0.0% of portfolio
|
Q1 2025
Added 491.53%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$31,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
973
shares
|
$30,931
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
919
shares
|
$29,215
0.0% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
873
shares
|
$27,752
0.01% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
770
shares
|
$24,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
631
shares
|
$20,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
629
shares
|
$19,995
0.0% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
510
shares
|
$16,212
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$15,895
0.0% of portfolio
|
Q1 2025
Reduced 96.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
467
shares
|
$14,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
408
shares
|
$12,970
0.01% of portfolio
|
Q1 2025
Reduced 84.04%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
376
shares
|
$11,953
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
260
shares
|
$8,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
186
shares
|
$5,912
0.0% of portfolio
|
Q1 2025
Added 878.95%
|