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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
17,278
shares
|
$580,713
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
17,277
shares
|
$580,679
0.45% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
17,096
shares
|
$574,596
0.08% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
17,000
shares
|
$571,370
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
16,678
shares
|
$560,547
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
16,080
shares
|
$540,448
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
16,069
shares
|
$540,079
0.37% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
16,048
shares
|
$539,373
0.02% of portfolio
|
Q4 2025
Added 22.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
15,853
shares
|
$532,819
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
15,759
shares
|
$529,659
0.18% of portfolio
|
Q4 2025
Reduced 43.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
15,543
shares
|
$522,400
0.02% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
15,505
shares
|
$521,123
0.2% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
15,285
shares
|
$513,728
0.34% of portfolio
|
Q3 2025
Added 57.92%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
15,121
shares
|
$508,216
0.03% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
14,792
shares
|
$497,159
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
14,792
shares
|
$497,159
0.01% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
14,667
shares
|
$492,957
0.41% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,640
shares
|
$492,050
0.0% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
14,471
shares
|
$486,370
0.11% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
14,163
shares
|
$476,018
0.07% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
14,018
shares
|
$471,144
0.38% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,980
shares
|
$469,867
0.03% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
13,920
shares
|
$467,851
0.09% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,541
shares
|
$455,113
0.08% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
13,448
shares
|
$451,987
0.15% of portfolio
|
Q3 2025
Reduced 38.54%
|
|