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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
37,544
shares
|
$1.26 Million
0.38% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
37,300
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
37,175
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
35,880
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
35,676
shares
|
$1.2 Million
0.84% of portfolio
|
Q4 2025
Added 21.64%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
35,065
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
34,746
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 30.56%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
34,225
shares
|
$1.15 Million
0.91% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
34,173
shares
|
$1.15 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
33,648
shares
|
$1.13 Million
0.8% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
33,644
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
33,109
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2025
Added 12.1%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
32,608
shares
|
$1.1 Million
1.35% of portfolio
|
Q3 2025
Reduced 79.83%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
32,591
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
32,402
shares
|
$1.09 Million
1.29% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
32,284
shares
|
$1.09 Million
0.71% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31,626
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
31,543
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
31,095
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
31,066
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
30,583
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2025
Added 91.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
30,271
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
29,906
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 71.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
29,274
shares
|
$983,899
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
29,060
shares
|
$976,706
0.01% of portfolio
|
Q4 2025
Added 23.18%
|
|