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 |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
392,733
shares
|
$12.5 Million
10.47% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
389,311
shares
|
$12.4 Million
1.7% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
383,483
shares
|
$12.2 Million
0.68% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
372,282
shares
|
$11.8 Million
11.85% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
372,019
shares
|
$11.8 Million
0.89% of portfolio
|
Q1 2025
Added 63.02%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
370,469
shares
|
$11.8 Million
0.54% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
366,550
shares
|
$11.7 Million
0.31% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
361,579
shares
|
$11.5 Million
0.32% of portfolio
|
Q3 2020
Reduced 97.67%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
359,492
shares
|
$11.4 Million
4.33% of portfolio
|
Q1 2025
Added 85.85%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
346,802
shares
|
$11 Million
5.51% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
340,767
shares
|
$10.8 Million
0.23% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
322,897
shares
|
$10.3 Million
12.59% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
312,141
shares
|
$9.92 Million
7.42% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
307,577
shares
|
$9.78 Million
0.12% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
307,019
shares
|
$9.76 Million
5.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
301,691
shares
|
$9.59 Million
0.02% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
296,626
shares
|
$9.43 Million
0.61% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
288,051
shares
|
$9.16 Million
1.06% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
278,698
shares
|
$8.86 Million
5.96% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
277,682
shares
|
$8.83 Million
0.65% of portfolio
|
Q1 2025
Added 55.15%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
275,130
shares
|
$8.75 Million
5.89% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
275,044
shares
|
$8.74 Million
0.16% of portfolio
|
Q1 2025
Added 25.83%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
274,311
shares
|
$8.72 Million
6.15% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
266,235
shares
|
$8.46 Million
0.34% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
264,626
shares
|
$8.41 Million
3.05% of portfolio
|
Q1 2025
Reduced 29.82%
|