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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
269,640
shares
|
$8.36 Million
1.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
262,804
shares
|
$8.15 Million
0.01% of portfolio
|
Q4 2024
Added 108.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
261,056
shares
|
$8.09 Million
0.37% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
256,945
shares
|
$7.97 Million
0.28% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$7.95 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
254,402
shares
|
$7.89 Million
0.8% of portfolio
|
Q3 2024
Reduced 85.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
249,128
shares
|
$7.72 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
238,800
shares
|
$7.4 Million
13.53% of portfolio
|
Q4 2024
Reduced 54.09%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
231,434
shares
|
$7.17 Million
4.74% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
229,534
shares
|
$7.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
228,890
shares
|
$7.1 Million
6.35% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
228,203
shares
|
$7.07 Million
0.55% of portfolio
|
Q4 2024
Reduced 58.98%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
226,326
shares
|
$7.02 Million
4.16% of portfolio
|
Q4 2024
Added 130.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
223,498
shares
|
$6.93 Million
0.52% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
220,705
shares
|
$6.84 Million
0.35% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
218,582
shares
|
$6.78 Million
0.09% of portfolio
|
Q4 2024
Added 106.94%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
217,867
shares
|
$6.75 Million
1.37% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
215,293
shares
|
$6.67 Million
0.44% of portfolio
|
Q4 2024
Added 499.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
210,056
shares
|
$6.51 Million
1.2% of portfolio
|
Q4 2024
Added 152.44%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
203,899
shares
|
$6.32 Million
3.95% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
202,949
shares
|
$6.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
200,945
shares
|
$6.23 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
198,157
shares
|
$6.14 Million
0.06% of portfolio
|
Q4 2024
Added 53.61%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
193,428
shares
|
$6 Million
2.11% of portfolio
|
Q4 2024
Added 6.9%
|