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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
48,503
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
48,288
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
47,930
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
46,550
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
45,694
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2024
Reduced 69.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,115
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
43,730
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
43,561
shares
|
$1.35 Million
0.95% of portfolio
|
Q4 2024
Added 156.23%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
43,561
shares
|
$1.35 Million
0.95% of portfolio
|
Q4 2024
Added 156.23%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
42,220
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
41,970
shares
|
$1.3 Million
0.55% of portfolio
|
Q4 2024
Added 23.79%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
41,261
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
41,021
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
40,964
shares
|
$1.27 Million
0.45% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
40,501
shares
|
$1.26 Million
0.92% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,158
shares
|
$1.24 Million
0.3% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
40,094
shares
|
$1.24 Million
0.41% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
39,723
shares
|
$1.23 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
39,231
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
39,023
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
38,935
shares
|
$1.21 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
38,778
shares
|
$1.2 Million
1.17% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
38,203
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
38,032
shares
|
$1.18 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.46%
|