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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
197,473
shares
|
$6.64 Million
5.54% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
195,241
shares
|
$6.56 Million
0.88% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
194,385
shares
|
$6.53 Million
0.28% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
193,313
shares
|
$6.5 Million
0.03% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
181,707
shares
|
$6.11 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
180,284
shares
|
$6.06 Million
0.16% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
180,112
shares
|
$6.05 Million
4.14% of portfolio
|
Q3 2025
Added 163.6%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
179,956
shares
|
$6.05 Million
3.06% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
177,616
shares
|
$5.97 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
177,280
shares
|
$5.96 Million
0.4% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
173,874
shares
|
$5.84 Million
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
169,039
shares
|
$5.68 Million
3.19% of portfolio
|
Q4 2025
Reduced 8.99%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$5.64 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jan 21, 2026 Q4 2025 |
167,523
shares
|
$5.63 Million
2.64% of portfolio
|
Q4 2025
Reduced 48.43%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
160,318
shares
|
$5.39 Million
0.82% of portfolio
|
Q4 2025
Added 20.03%
|
|
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
Jan 23, 2026 Q4 2025 |
156,934
shares
|
$5.27 Million
4.31% of portfolio
|
Q4 2025
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
156,385
shares
|
$5.26 Million
2.14% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
154,796
shares
|
$5.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
154,357
shares
|
$5.19 Million
0.65% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
150,895
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
149,953
shares
|
$5.04 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
147,576
shares
|
$4.96 Million
2.03% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
144,861
shares
|
$4.87 Million
0.16% of portfolio
|
Q4 2025
Reduced 22.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
143,966
shares
|
$4.84 Million
0.05% of portfolio
|
Q4 2025
Reduced 6.89%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
141,022
shares
|
$4.74 Million
0.95% of portfolio
|
Q4 2025
Reduced 1.17%
|
|