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 |
|---|---|---|---|---|---|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
28,525
shares
|
$958,725
0.63% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
28,439
shares
|
$955,834
0.34% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
28,370
shares
|
$953,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
28,237
shares
|
$949,045
0.07% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
28,041
shares
|
$942,458
1.43% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
27,323
shares
|
$918,326
0.12% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
27,313
shares
|
$917,989
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
27,000
shares
|
$907,470
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
26,944
shares
|
$905,587
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
26,916
shares
|
$904,646
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
26,580
shares
|
$893,353
0.49% of portfolio
|
Q3 2025
Added 242.75%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
26,366
shares
|
$886,161
0.19% of portfolio
|
Q3 2025
Reduced 90.08%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
26,364
shares
|
$886,094
0.08% of portfolio
|
Q3 2025
Added 141.27%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
26,110
shares
|
$877,557
0.55% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,026
shares
|
$874,733
0.14% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
25,604
shares
|
$860,550
0.35% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
25,582
shares
|
$859,811
0.41% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
25,572
shares
|
$859,474
0.25% of portfolio
|
Q3 2025
Added 59.88%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
25,424
shares
|
$854,500
0.4% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
24,705
shares
|
$830,335
0.29% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
24,518
shares
|
$824,049
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
24,438
shares
|
$821,361
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
23,723
shares
|
$797,330
0.03% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
23,711
shares
|
$796,926
0.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
22,960
shares
|
$771,685
0.33% of portfolio
|
Q2 2025
New holding
|
|