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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
139,399
shares
|
$4.69 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
139,060
shares
|
$4.67 Million
0.03% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
136,523
shares
|
$4.59 Million
1.83% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
136,297
shares
|
$4.58 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
133,484
shares
|
$4.49 Million
1.25% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
131,945
shares
|
$4.43 Million
0.55% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
131,185
shares
|
$4.41 Million
0.3% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
130,858
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
127,665
shares
|
$4.29 Million
2.7% of portfolio
|
Q3 2025
Added 89.04%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
127,617
shares
|
$4.29 Million
1.99% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
125,638
shares
|
$4.22 Million
3.1% of portfolio
|
Q4 2025
Reduced 9.72%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
123,555
shares
|
$4.15 Million
1.18% of portfolio
|
Q4 2025
Reduced 54.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$4.15 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
122,110
shares
|
$4.1 Million
0.45% of portfolio
|
Q4 2023
Added 24.37%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
120,454
shares
|
$4.05 Million
2.48% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
119,250
shares
|
$4.01 Million
1.57% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
116,084
shares
|
$3.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
114,744
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
114,440
shares
|
$3.85 Million
0.45% of portfolio
|
Q4 2025
Reduced 12.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
113,875
shares
|
$3.83 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
112,750
shares
|
$3.79 Million
0.33% of portfolio
|
Q4 2025
Reduced 36.81%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 21, 2026 Q4 2025 |
112,179
shares
|
$3.77 Million
2.47% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
112,067
shares
|
$3.77 Million
0.07% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
111,481
shares
|
$3.75 Million
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
110,434
shares
|
$3.71 Million
0.59% of portfolio
|
Q3 2025
Added 3.05%
|
|