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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
47,624
shares
|
$1.6 Million
0.62% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
47,531
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2025
Added 13.82%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
47,490
shares
|
$1.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 46.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
47,115
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2025
Added 537.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
46,013
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.52 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
44,238
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
43,955
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2025
Added 70.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
43,926
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
43,643
shares
|
$1.47 Million
0.44% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
43,452
shares
|
$1.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
43,404
shares
|
$1.46 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
43,220
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
43,029
shares
|
$1.45 Million
1.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
42,918
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
42,539
shares
|
$1.43 Million
0.8% of portfolio
|
Q4 2025
Added 4.84%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
42,041
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
41,533
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
40,520
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
40,501
shares
|
$1.36 Million
0.92% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
40,500
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
40,404
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2025
Added 57.78%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
39,544
shares
|
$1.33 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,585
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
37,695
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.0%
|
|