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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
106,530
shares
|
$2.96 Million
2.35% of portfolio
|
Q2 2025
Added 57.91%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
101,627
shares
|
$2.82 Million
0.16% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
94,632
shares
|
$2.63 Million
1.81% of portfolio
|
Q1 2023
Reduced 8.53%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
94,015
shares
|
$2.61 Million
1.39% of portfolio
|
Q3 2025
Reduced 57.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
93,618
shares
|
$2.6 Million
0.57% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
91,183
shares
|
$2.53 Million
0.66% of portfolio
|
Q3 2025
Reduced 56.1%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
84,752
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
83,669
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
81,666
shares
|
$2.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
77,845
shares
|
$2.16 Million
0.86% of portfolio
|
Q3 2025
Added 68.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
68,155
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
66,948
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
66,725
shares
|
$1.85 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
65,409
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,495
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
56,505
shares
|
$1.57 Million
0.75% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
54,447
shares
|
$1.51 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
54,379
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
52,946
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51,783
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
50,691
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
50,107
shares
|
$1.39 Million
0.91% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
49,478
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 57.87%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
48,309
shares
|
$1.34 Million
0.21% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
47,216
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2025
Added 12.64%
|
|