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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
83,210
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
80,659
shares
|
$2.48 Million
0.6% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
80,583
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 82.42%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
75,543
shares
|
$2.32 Million
0.59% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
74,830
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2024
Added 121.55%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
71,615
shares
|
$2.2 Million
1.38% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
67,215
shares
|
$2.07 Million
0.28% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
66,436
shares
|
$2.04 Million
0.74% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
65,173
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
65,072
shares
|
$2 Million
0.2% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
62,472
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
61,470
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
61,047
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2024
Added 16.92%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
60,228
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.79 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
57,255
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
54,402
shares
|
$1.67 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
54,182
shares
|
$1.67 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
52,728
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2024
Added 547.92%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
52,630
shares
|
$1.62 Million
0.81% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
51,996
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
50,412
shares
|
$1.55 Million
0.48% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
50,198
shares
|
$1.54 Million
0.53% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
47,414
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
46,299
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 27.2%
|