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 193 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,328,037
shares
|
$259 Million
0.08% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,959,449
shares
|
$110 Million
5.84% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,595,189
shares
|
$99.9 Million
0.03% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
1,933,867
shares
|
$53.7 Million
8.69% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,910,755
shares
|
$53.1 Million
0.08% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
1,841,701
shares
|
$51.2 Million
15.79% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,771,334
shares
|
$49.2 Million
0.06% of portfolio
|
Q3 2025
Added 73.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,592,297
shares
|
$44.2 Million
7.3% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,070,710
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
947,695
shares
|
$26.3 Million
0.01% of portfolio
|
Q3 2025
Added 76.14%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
799,028
shares
|
$22.2 Million
0.31% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
765,069
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
760,083
shares
|
$21.1 Million
0.06% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
751,791
shares
|
$20.9 Million
0.9% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
720,381
shares
|
$20 Million
2.1% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
719,991
shares
|
$20 Million
0.43% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
699,470
shares
|
$19.4 Million
0.1% of portfolio
|
Q3 2025
Added 63.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
655,149
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
622,556
shares
|
$17.3 Million
10.32% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
604,741
shares
|
$16.8 Million
0.42% of portfolio
|
Q3 2025
Added 14.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
573,309
shares
|
$15.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
507,945
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
456,523
shares
|
$12.7 Million
2.39% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
445,824
shares
|
$12.4 Million
2.05% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
437,833
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2025
Added 2.61%
|
|