Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
37,943
shares
|
$1.22 Million
2.86% of portfolio
|
Q3 2024
Added 46.23%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
36,008
shares
|
$1.16 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,729
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.52%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
31,913
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
29,944
shares
|
$963,897
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
29,302
shares
|
$943,231
0.06% of portfolio
|
Q3 2024
Added 134.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
28,903
shares
|
$930,387
0.02% of portfolio
|
Q3 2024
Added 34.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
28,731
shares
|
$924,850
0.01% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
28,035
shares
|
$902,446
0.6% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
27,877
shares
|
$897,360
0.18% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,442
shares
|
$818,977
0.07% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
24,618
shares
|
$792,453
0.04% of portfolio
|
Q3 2024
Added 36.6%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
22,775
shares
|
$733,127
0.28% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,232
shares
|
$715,648
0.02% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
21,990
shares
|
$707,858
0.27% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
21,058
shares
|
$677,857
0.02% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
19,659
shares
|
$632,823
0.1% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
19,646
shares
|
$632,404
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
19,534
shares
|
$628,799
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
19,534
shares
|
$628,799
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
19,500
shares
|
$627,705
0.14% of portfolio
|
Q4 2023
Added 18.18%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,678
shares
|
$601,244
0.02% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
18,467
shares
|
$594,452
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,993
shares
|
$579,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,174
shares
|
$552,831
0.01% of portfolio
|
Q3 2024
Reduced 32.19%
|