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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
9,334
shares
|
$313,715
0.01% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
8,970
shares
|
$301,481
0.17% of portfolio
|
Q2 2024
Reduced 75.76%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
8,933
shares
|
$300,238
0.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,850
shares
|
$297,448
0.07% of portfolio
|
Q1 2024
Reduced 22.03%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
8,796
shares
|
$295,633
0.08% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,592
shares
|
$288,777
0.07% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
8,539
shares
|
$286,995
0.26% of portfolio
|
Q2 2025
Reduced 92.17%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
8,403
shares
|
$282,424
0.38% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,398
shares
|
$282,256
0.01% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
8,161
shares
|
$274,291
0.17% of portfolio
|
Q3 2025
Added 26.04%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
8,146
shares
|
$273,787
0.07% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
8,015
shares
|
$269,384
0.17% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
7,961
shares
|
$267,569
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,820
shares
|
$262,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
7,778
shares
|
$261,418
0.04% of portfolio
|
Q4 2025
Reduced 21.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,708
shares
|
$259,065
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
7,522
shares
|
$252,814
0.12% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
7,491
shares
|
$251,772
0.09% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,470
shares
|
$251,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,470
shares
|
$251,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
7,467
shares
|
$250,965
0.03% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
7,157
shares
|
$240,546
0.09% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,117
shares
|
$239,202
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
7,000
shares
|
$235,270
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
6,850
shares
|
$230,228
0.14% of portfolio
|
Q3 2025
New holding
|
|