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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
12,980
shares
|
$402,380
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
12,914
shares
|
$400,334
0.04% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,796
shares
|
$396,676
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
12,564
shares
|
$389,484
0.11% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,509
shares
|
$387,779
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,323
shares
|
$382,013
0.01% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
12,270
shares
|
$380,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
12,256
shares
|
$379,936
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
12,243
shares
|
$379,533
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
11,872
shares
|
$368,032
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
11,852
shares
|
$367,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
11,848
shares
|
$367,288
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,748
shares
|
$364,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
11,702
shares
|
$362,762
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
11,683
shares
|
$362,173
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
11,585
shares
|
$359,135
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
11,486
shares
|
$356,066
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
11,385
shares
|
$352,935
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,216
shares
|
$347,696
0.27% of portfolio
|
Q4 2024
Added 41.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
11,175
shares
|
$346,425
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
10,710
shares
|
$332,010
0.27% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,633
shares
|
$329,623
0.03% of portfolio
|
Q4 2024
Added 56.94%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
10,570
shares
|
$327,670
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
10,408
shares
|
$322,648
0.27% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,265
shares
|
$318,215
0.15% of portfolio
|
Q4 2024
New holding
|