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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
194,616
shares
|
$6.19 Million
0.44% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
194,035
shares
|
$6.17 Million
0.39% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
193,290
shares
|
$6.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
192,746
shares
|
$6.13 Million
3.49% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
190,747
shares
|
$6.06 Million
2.79% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
187,446
shares
|
$5.96 Million
0.54% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
186,997
shares
|
$5.94 Million
0.29% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
183,650
shares
|
$5.84 Million
1.23% of portfolio
|
Q1 2025
Added 107.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
179,890
shares
|
$5.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 27.79%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
179,076
shares
|
$5.69 Million
1.59% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
177,322
shares
|
$5.64 Million
3.93% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
176,437
shares
|
$5.61 Million
3.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
176,243
shares
|
$5.6 Million
0.07% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
171,857
shares
|
$5.46 Million
3.63% of portfolio
|
Q1 2025
Added 29.77%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
169,251
shares
|
$5.38 Million
0.34% of portfolio
|
Q1 2025
Added 74.08%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$5.33 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
164,101
shares
|
$5.22 Million
0.53% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
162,303
shares
|
$5.16 Million
1.29% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Apr 22, 2025 Q1 2025 |
161,001
shares
|
$5.12 Million
7.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
156,842
shares
|
$4.99 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
153,320
shares
|
$4.87 Million
0.67% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
148,230
shares
|
$4.71 Million
0.25% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
147,328
shares
|
$4.68 Million
0.89% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
146,616
shares
|
$4.66 Million
1.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
145,541
shares
|
$4.63 Million
2.29% of portfolio
|
Q1 2025
Added 41.96%
|