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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,150
shares
|
$105,871
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
3,000
shares
|
$100,830
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,666
shares
|
$89,604
0.05% of portfolio
|
Q1 2025
Reduced 78.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,473
shares
|
$83,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,320
shares
|
$77,975
0.0% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,994
shares
|
$67,018
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
1,667
shares
|
$56,027
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,661
shares
|
$55,826
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,646
shares
|
$55,322
0.0% of portfolio
|
Q4 2025
Reduced 12.77%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$50,415
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,497
shares
|
$50,314
0.0% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,460
shares
|
$49,070
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,428
shares
|
$47,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,418
shares
|
$47,658
0.0% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,197
shares
|
$40,231
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,118
shares
|
$37,575
0.0% of portfolio
|
Q1 2025
Added 491.53%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$33,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
919
shares
|
$30,887
0.0% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
873
shares
|
$29,341
0.01% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
770
shares
|
$25,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
749
shares
|
$25,173
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$23,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
660
shares
|
$22,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
659
shares
|
$22,148
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
629
shares
|
$21,140
0.0% of portfolio
|
Q2 2025
Reduced 76.7%
|
|