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 356 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
105,626
shares
|
$3.25 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
104,428
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
102,276
shares
|
$3.14 Million
1.48% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
101,201
shares
|
$3.11 Million
0.25% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
100,843
shares
|
$3.1 Million
0.97% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
98,760
shares
|
$3.03 Million
0.32% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
98,298
shares
|
$3.02 Million
1.89% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
97,637
shares
|
$3 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
96,081
shares
|
$2.95 Million
0.86% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95,793
shares
|
$2.94 Million
1.69% of portfolio
|
Q2 2024
Reduced 65.84%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
95,728
shares
|
$2.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
93,290
shares
|
$2.87 Million
0.32% of portfolio
|
Q1 2023
Reduced 8.42%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
92,560
shares
|
$2.84 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
90,823
shares
|
$2.79 Million
0.79% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
90,368
shares
|
$2.78 Million
0.35% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
89,328
shares
|
$2.75 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
88,948
shares
|
$2.73 Million
0.73% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
88,109
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Added 190.88%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
87,882
shares
|
$2.7 Million
0.72% of portfolio
|
Q3 2024
Added 24.38%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
85,369
shares
|
$2.62 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
84,692
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
84,440
shares
|
$2.59 Million
1.79% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
84,408
shares
|
$2.59 Million
0.06% of portfolio
|
Q3 2024
Added 76.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
83,210
shares
|
$2.56 Million
0.49% of portfolio
|
Q3 2024
Added 111.78%
|