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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
558,871
shares
|
$17.3 Million
9.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
558,777
shares
|
$17.3 Million
2.42% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
556,474
shares
|
$17.3 Million
0.17% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
509,318
shares
|
$15.8 Million
9.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
497,981
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
483,999
shares
|
$15 Million
0.05% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
481,342
shares
|
$14.9 Million
5.86% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
478,776
shares
|
$14.8 Million
6.04% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
476,939
shares
|
$14.8 Million
0.47% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
464,800
shares
|
$14.4 Million
9.23% of portfolio
|
Q4 2024
Reduced 46.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
464,788
shares
|
$14.4 Million
2.45% of portfolio
|
Q1 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
431,737
shares
|
$13.4 Million
1.63% of portfolio
|
Q4 2024
Added 71.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
430,375
shares
|
$13.3 Million
1.19% of portfolio
|
Q4 2024
Added 304.79%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
427,744
shares
|
$13.3 Million
9.82% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
423,700
shares
|
$13.1 Million
0.39% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
423,365
shares
|
$13.1 Million
1.37% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
413,513
shares
|
$12.8 Million
0.34% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
409,275
shares
|
$12.7 Million
3.73% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
404,638
shares
|
$12.5 Million
3.6% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
398,245
shares
|
$12.3 Million
0.19% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
397,375
shares
|
$12.3 Million
0.16% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
389,967
shares
|
$12.1 Million
0.02% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
386,146
shares
|
$12 Million
2.71% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
382,628
shares
|
$11.9 Million
0.07% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
380,139
shares
|
$11.8 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.08%
|