Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 419 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
35,385,004
shares
|
$1.1 Billion
0.45% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,246,461
shares
|
$318 Million
0.68% of portfolio
|
Q4 2024
Added 23.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,592,808
shares
|
$266 Million
0.38% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,671,087
shares
|
$207 Million
0.07% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,034,785
shares
|
$156 Million
0.03% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,490,479
shares
|
$139 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,095,087
shares
|
$127 Million
0.31% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,997,215
shares
|
$92.9 Million
0.32% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,897,183
shares
|
$89.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,344,359
shares
|
$72.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,205,087
shares
|
$68.4 Million
2.06% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,037,780
shares
|
$63.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,955,523
shares
|
$60.6 Million
0.37% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,893,924
shares
|
$58.7 Million
0.34% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,857,220
shares
|
$57.6 Million
1.0% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,604,858
shares
|
$49.8 Million
0.28% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,596,265
shares
|
$49.5 Million
0.55% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,593,651
shares
|
$49.4 Million
1.63% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,518,225
shares
|
$47.1 Million
0.64% of portfolio
|
Q4 2024
Added 14587.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,506,161
shares
|
$46.7 Million
0.07% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,488,438
shares
|
$46.1 Million
3.84% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,379,094
shares
|
$42.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,374,696
shares
|
$42.6 Million
0.48% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,292,587
shares
|
$40.1 Million
1.87% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,290,141
shares
|
$40 Million
0.07% of portfolio
|
Q4 2024
Added 52.69%
|