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 158 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $903 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
8,078
shares
|
$282,649
0.05% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,972
shares
|
$278,940
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
7,950
shares
|
$278,170
0.08% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
7,435
shares
|
$260,150
0.21% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
7,378
shares
|
$258,156
0.09% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
7,349
shares
|
$257,141
0.04% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,245
shares
|
$253,502
0.33% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,134
shares
|
$249,618
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
7,048
shares
|
$246,609
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,939
shares
|
$242,795
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,680
shares
|
$233,733
0.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,645
shares
|
$232,508
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
6,324
shares
|
$221,276
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,070
shares
|
$212,389
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
5,985
shares
|
$209,415
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
5,892
shares
|
$206,161
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,550
shares
|
$194,194
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,703
shares
|
$129,567
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,559
shares
|
$124,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,275
shares
|
$114,592
0.01% of portfolio
|
Q1 2025
Added 109066.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,843
shares
|
$99,476
0.0% of portfolio
|
Q3 2025
Added 30.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,938
shares
|
$67,810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,879
shares
|
$65,746
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,396
shares
|
$48,846
0.0% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,159
shares
|
$40,553
0.03% of portfolio
|
Q4 2024
Added 50.52%
|
|