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 169 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $906 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
81,137
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
78,453
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
73,923
shares
|
$1.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
73,044
shares
|
$1.89 Million
0.36% of portfolio
|
Q3 2024
Added 116.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
72,617
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
69,531
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
69,368
shares
|
$1.8 Million
0.58% of portfolio
|
Q4 2024
Added 81.89%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.73 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
64,407
shares
|
$1.67 Million
0.03% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
60,458
shares
|
$1.56 Million
0.21% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
60,305
shares
|
$1.56 Million
0.76% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
55,934
shares
|
$1.45 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
54,117
shares
|
$1.4 Million
0.08% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
53,372
shares
|
$1.38 Million
0.39% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
48,474
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 28.72%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
45,187
shares
|
$1.17 Million
0.7% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,946
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
39,873
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
39,188
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
39,010
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
38,651
shares
|
$1 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
35,778
shares
|
$925,934
0.78% of portfolio
|
Q4 2024
Reduced 11.48%
|