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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
144,838
shares
|
$4.6 Million
0.15% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
142,384
shares
|
$4.53 Million
1.42% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
139,148
shares
|
$4.42 Million
0.15% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
136,689
shares
|
$4.35 Million
0.16% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
129,276
shares
|
$4.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 61.3%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
128,881
shares
|
$4.1 Million
1.41% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
128,825
shares
|
$4.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
128,345
shares
|
$4.08 Million
0.31% of portfolio
|
Q1 2025
Added 10225.42%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
125,190
shares
|
$3.98 Million
1.83% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
123,427
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2025
Added 1756.88%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$3.92 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
121,908
shares
|
$3.88 Million
1.73% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
121,689
shares
|
$3.87 Million
1.01% of portfolio
|
Q2 2025
Added 61.44%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
121,407
shares
|
$3.86 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
116,836
shares
|
$3.71 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
116,505
shares
|
$3.7 Million
2.73% of portfolio
|
Q2 2025
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
115,493
shares
|
$3.67 Million
2.72% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,479
shares
|
$3.67 Million
3.02% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
114,647
shares
|
$3.64 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
109,958
shares
|
$3.5 Million
0.03% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
108,519
shares
|
$3.45 Million
0.35% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
106,910
shares
|
$3.4 Million
1.0% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
106,324
shares
|
$3.38 Million
0.36% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
104,963
shares
|
$3.34 Million
0.48% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$3.32 Million
0.05% of portfolio
|
Q2 2024
Added 2.83%
|