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 171 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $925 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,301
shares
|
$629,488
0.01% of portfolio
|
Q4 2024
Added 47.03%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
24,498
shares
|
$609,510
0.16% of portfolio
|
Q4 2024
Added 150.21%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
23,417
shares
|
$582,614
0.07% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
23,126
shares
|
$575,374
0.01% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,259
shares
|
$553,803
0.01% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,637
shares
|
$538,328
0.03% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
21,565
shares
|
$536,537
0.13% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
21,552
shares
|
$536,213
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,552
shares
|
$536,213
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,499
shares
|
$534,895
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
21,196
shares
|
$527,356
0.38% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,024
shares
|
$523,077
0.02% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
20,444
shares
|
$508,646
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,837
shares
|
$493,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
19,589
shares
|
$487,374
0.39% of portfolio
|
Q4 2024
Added 53.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,406
shares
|
$482,821
0.0% of portfolio
|
Q4 2024
Added 78.18%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
18,488
shares
|
$459,981
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
18,336
shares
|
$456,199
0.0% of portfolio
|
Q4 2024
Added 57.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,265
shares
|
$429,553
0.01% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,130
shares
|
$426,194
0.06% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
17,122
shares
|
$425,995
0.0% of portfolio
|
Q4 2024
Added 934.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
16,962
shares
|
$422,014
0.02% of portfolio
|
Q4 2024
Added 32.96%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
16,774
shares
|
$417,337
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,588
shares
|
$412,709
0.03% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
15,759
shares
|
$392,083
0.31% of portfolio
|
Q1 2024
Reduced 46.95%
|