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 |
|---|---|---|---|---|---|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
391,446
shares
|
$13.2 Million
8.45% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
379,638
shares
|
$12.8 Million
0.38% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
375,508
shares
|
$12.6 Million
0.5% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
374,741
shares
|
$12.6 Million
0.24% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
373,790
shares
|
$12.6 Million
0.31% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
373,346
shares
|
$12.5 Million
0.33% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
362,966
shares
|
$12.2 Million
2.86% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
361,579
shares
|
$12.2 Million
0.32% of portfolio
|
Q3 2020
Reduced 97.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
361,538
shares
|
$12.2 Million
0.27% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
354,179
shares
|
$11.9 Million
6.66% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
350,277
shares
|
$11.8 Million
7.74% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
346,287
shares
|
$11.6 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
345,866
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
343,980
shares
|
$11.6 Million
0.77% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
332,327
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Added 878.35%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
322,515
shares
|
$10.8 Million
3.68% of portfolio
|
Q3 2025
Reduced 41.81%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
304,845
shares
|
$10.2 Million
11.14% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
292,058
shares
|
$9.82 Million
5.47% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
289,444
shares
|
$9.73 Million
3.74% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
285,610
shares
|
$9.6 Million
2.97% of portfolio
|
Q4 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
284,167
shares
|
$9.55 Million
0.65% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
273,730
shares
|
$9.2 Million
2.96% of portfolio
|
Q4 2025
Reduced 4.96%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jan 23, 2026 Q4 2025 |
266,958
shares
|
$8.97 Million
6.7% of portfolio
|
Q4 2025
Added 3.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
263,820
shares
|
$8.87 Million
0.97% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
263,335
shares
|
$8.85 Million
5.48% of portfolio
|
Q3 2025
Added 8.86%
|
|