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 430 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $4.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
193,428
shares
|
$5.72 Million
2.11% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
189,460
shares
|
$5.6 Million
0.45% of portfolio
|
Q4 2024
Added 43.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
187,114
shares
|
$5.53 Million
0.5% of portfolio
|
Q4 2024
Added 84.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
182,974
shares
|
$5.41 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
178,980
shares
|
$5.29 Million
0.42% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
177,834
shares
|
$5.25 Million
0.18% of portfolio
|
Q1 2025
Added 82.92%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
177,565
shares
|
$5.25 Million
3.17% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
177,244
shares
|
$5.24 Million
0.26% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
174,309
shares
|
$5.15 Million
0.55% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
172,849
shares
|
$5.11 Million
4.5% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
171,876
shares
|
$5.08 Million
2.34% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
170,767
shares
|
$5.05 Million
1.36% of portfolio
|
Q4 2024
Added 34.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
168,610
shares
|
$4.98 Million
0.05% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$4.95 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
160,984
shares
|
$4.76 Million
1.62% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
160,916
shares
|
$4.76 Million
4.44% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
159,270
shares
|
$4.71 Million
0.65% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
150,157
shares
|
$4.44 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
148,807
shares
|
$4.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
147,268
shares
|
$4.35 Million
2.14% of portfolio
|
Q4 2024
Added 170.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
145,792
shares
|
$4.31 Million
0.7% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
145,401
shares
|
$4.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,838
shares
|
$4.28 Million
0.15% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
143,076
shares
|
$4.23 Million
0.26% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
140,565
shares
|
$4.15 Million
0.88% of portfolio
|
Q4 2024
Reduced 10.85%
|