Institutional Ownership First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,846,867
shares
|
$194 Million
0.08% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,013,228
shares
|
$99.4 Million
6.23% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,434,790
shares
|
$85 Million
0.03% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
1,917,238
shares
|
$47.5 Million
8.4% of portfolio
|
Q1 2025
Added 5833.15%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
1,784,251
shares
|
$44.2 Million
17.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,440,055
shares
|
$35.7 Million
7.53% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,116,814
shares
|
$27.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,110,855
shares
|
$27.5 Million
0.05% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
993,312
shares
|
$24.6 Million
0.08% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
976,494
shares
|
$24.2 Million
0.05% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
902,396
shares
|
$22.3 Million
0.03% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
753,926
shares
|
$18.7 Million
0.31% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
714,392
shares
|
$17.7 Million
0.06% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
707,807
shares
|
$17.5 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
672,816
shares
|
$16.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
660,600
shares
|
$16.4 Million
0.11% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
541,090
shares
|
$13.4 Million
1.93% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
497,964
shares
|
$12.3 Million
0.39% of portfolio
|
Q4 2024
Added 25.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
455,316
shares
|
$11.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
435,090
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
404,039
shares
|
$10 Million
2.12% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
402,715
shares
|
$9.97 Million
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
390,938
shares
|
$9.68 Million
3.95% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
377,600
shares
|
$9.35 Million
0.0% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
349,302
shares
|
$8.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|