Institutional Ownership First Tr Exc Trd Fd Viii Ft Cb (BUFD)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Viii Ft Cb (BUFD). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $891 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
310,018
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
285,728
shares
|
$7.4 Million
0.26% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
266,972
shares
|
$6.91 Million
0.0% of portfolio
|
Q3 2024
Added 25.83%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
265,679
shares
|
$6.88 Million
0.25% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
262,826
shares
|
$6.81 Million
4.07% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
262,112
shares
|
$6.79 Million
0.08% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
216,209
shares
|
$5.6 Million
1.15% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
205,689
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
203,227
shares
|
$5.26 Million
0.02% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
201,562
shares
|
$5.22 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
163,058
shares
|
$4.22 Million
0.08% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
143,926
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
139,138
shares
|
$3.6 Million
0.04% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
127,560
shares
|
$3.3 Million
0.79% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
126,485
shares
|
$3.28 Million
0.25% of portfolio
|
Q3 2024
Added 44.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
124,513
shares
|
$3.22 Million
0.02% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
122,277
shares
|
$3.17 Million
0.3% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
104,894
shares
|
$2.72 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
101,681
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
100,723
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
96,293
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
96,045
shares
|
$2.49 Million
1.12% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
95,145
shares
|
$2.46 Million
0.15% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.45 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|