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 193 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
435,430
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Added 58.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
410,540
shares
|
$11.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
386,663
shares
|
$10.7 Million
3.84% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
366,392
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
365,927
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
348,148
shares
|
$9.67 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
309,091
shares
|
$8.59 Million
5.78% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
307,782
shares
|
$8.55 Million
0.24% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
286,982
shares
|
$7.97 Million
0.5% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
270,445
shares
|
$7.51 Million
0.09% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
216,190
shares
|
$6.01 Million
0.2% of portfolio
|
Q3 2025
Added 29.97%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
201,433
shares
|
$5.6 Million
0.35% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
180,679
shares
|
$5.02 Million
0.08% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
161,266
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
126,105
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
124,206
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2025
Added 53.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
121,691
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
Added 647.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
118,716
shares
|
$3.3 Million
0.61% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
117,378
shares
|
$3.26 Million
0.54% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
116,596
shares
|
$3.24 Million
0.1% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
114,328
shares
|
$3.18 Million
0.28% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
111,970
shares
|
$3.11 Million
2.13% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
111,442
shares
|
$3.1 Million
1.27% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
110,152
shares
|
$3.06 Million
0.09% of portfolio
|
Q3 2021
Reduced 99.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
107,588
shares
|
$2.99 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.29%
|
|