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 159 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
32,314
shares
|
$839,194
0.15% of portfolio
|
Q4 2024
Reduced 30.36%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,182
shares
|
$809,796
1.94% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
31,052
shares
|
$806,420
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
29,016
shares
|
$753,545
0.49% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,704
shares
|
$745,442
0.02% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
28,603
shares
|
$742,819
0.01% of portfolio
|
Q3 2024
Added 184.83%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
27,524
shares
|
$714,798
0.5% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
26,725
shares
|
$694,048
0.51% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
26,676
shares
|
$692,775
0.03% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,571
shares
|
$690,048
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,238
shares
|
$681,400
0.23% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
25,768
shares
|
$669,194
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
25,584
shares
|
$664,416
0.8% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
25,583
shares
|
$664,390
0.4% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,035
shares
|
$624,188
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
23,417
shares
|
$608,139
0.07% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$578,066
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
22,242
shares
|
$577,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,637
shares
|
$561,912
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
21,565
shares
|
$560,043
0.13% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$559,705
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$550,460
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,024
shares
|
$545,993
0.02% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
20,444
shares
|
$530,930
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
19,589
shares
|
$508,726
0.39% of portfolio
|
Q4 2024
Added 53.88%
|