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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
27,000
shares
|
$837,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,926
shares
|
$834,706
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
26,245
shares
|
$813,595
0.03% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
25,858
shares
|
$801,598
0.04% of portfolio
|
Q4 2024
Reduced 54.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
25,837
shares
|
$800,947
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
25,829
shares
|
$800,699
0.02% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
24,755
shares
|
$767,405
0.04% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
24,204
shares
|
$750,324
0.65% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
23,711
shares
|
$735,041
0.24% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23,629
shares
|
$732,499
0.03% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
23,458
shares
|
$727,198
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
23,424
shares
|
$726,144
0.32% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
23,264
shares
|
$721,184
0.02% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
23,123
shares
|
$716,813
0.1% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
22,766
shares
|
$705,746
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,088
shares
|
$684,728
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
21,975
shares
|
$681,225
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
21,042
shares
|
$652,302
1.19% of portfolio
|
Q4 2024
Reduced 92.8%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
20,510
shares
|
$635,810
0.42% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
20,378
shares
|
$631,718
0.01% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
20,342
shares
|
$630,602
0.09% of portfolio
|
Q4 2024
Reduced 69.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
19,593
shares
|
$607,383
0.3% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
19,488
shares
|
$604,128
0.16% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
19,411
shares
|
$601,741
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
19,136
shares
|
$593,216
0.25% of portfolio
|
Q4 2024
New holding
|