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 488 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
65,903
shares
|
$2.21 Million
0.21% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
64,009
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
63,830
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
63,685
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
63,096
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2025
Added 25.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
61,185
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
58,823
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.96 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
57,441
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
54,965
shares
|
$1.85 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
54,139
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
53,678
shares
|
$1.8 Million
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
53,102
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
52,790
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
51,993
shares
|
$1.75 Million
0.93% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
50,967
shares
|
$1.71 Million
0.82% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
50,479
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
50,107
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 58.5%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
49,991
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
49,578
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
49,433
shares
|
$1.66 Million
0.36% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
49,359
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2025
Added 7.98%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
48,785
shares
|
$1.64 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
48,230
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
48,188
shares
|
$1.62 Million
0.53% of portfolio
|
Q4 2025
Added 18.43%
|
|