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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
42,777
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
42,166
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
41,487
shares
|
$1.15 Million
0.78% of portfolio
|
Q3 2025
Added 35.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
40,533
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
39,555
shares
|
$1.1 Million
0.31% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
38,725
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.95%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
35,092
shares
|
$974,855
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
33,980
shares
|
$943,964
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,946
shares
|
$943,019
0.02% of portfolio
|
Q2 2025
Reduced 80.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
33,418
shares
|
$928,352
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
32,472
shares
|
$902,072
0.57% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
32,345
shares
|
$898,544
0.73% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,182
shares
|
$866,235
1.94% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
30,130
shares
|
$837,011
0.03% of portfolio
|
Q3 2025
Added 67.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,450
shares
|
$790,341
0.01% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
27,586
shares
|
$766,339
0.95% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
27,524
shares
|
$764,616
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
27,109
shares
|
$753,088
0.02% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
26,069
shares
|
$724,196
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
26,030
shares
|
$723,113
0.57% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
25,583
shares
|
$710,695
0.34% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,821
shares
|
$661,747
0.0% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
23,507
shares
|
$653,024
0.03% of portfolio
|
Q3 2025
Reduced 68.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
22,640
shares
|
$628,939
0.05% of portfolio
|
Q3 2025
New holding
|
|