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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,258,641
shares
|
$39 Million
0.64% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,228,906
shares
|
$38.1 Million
3.54% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,204,190
shares
|
$37.3 Million
8.4% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
1,172,848
shares
|
$36.4 Million
8.87% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,147,278
shares
|
$35.6 Million
4.11% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,074,255
shares
|
$33.3 Million
7.21% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
976,660
shares
|
$30.3 Million
4.66% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
921,501
shares
|
$28.6 Million
0.94% of portfolio
|
Q4 2024
Added 93.57%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
854,734
shares
|
$26.5 Million
1.97% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
798,986
shares
|
$24.8 Million
0.5% of portfolio
|
Q4 2024
Added 34.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
797,312
shares
|
$24.7 Million
1.98% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
794,079
shares
|
$24.6 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
775,220
shares
|
$24 Million
0.69% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
759,488
shares
|
$23.5 Million
0.76% of portfolio
|
Q4 2024
Added 211.72%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
742,892
shares
|
$23 Million
1.46% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
740,813
shares
|
$23 Million
0.28% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
700,563
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2024
Added 2580.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
697,886
shares
|
$21.6 Million
0.31% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
688,071
shares
|
$21.3 Million
2.93% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
678,957
shares
|
$21 Million
0.24% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
642,974
shares
|
$19.9 Million
7.05% of portfolio
|
Q4 2024
Added 867.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
631,929
shares
|
$19.6 Million
0.49% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
596,312
shares
|
$18.5 Million
4.2% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
570,691
shares
|
$17.7 Million
0.42% of portfolio
|
Q4 2024
Added 55.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
563,770
shares
|
$17.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 96.06%
|