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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,600
shares
|
$294,468
0.03% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
10,549
shares
|
$293,051
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
10,006
shares
|
$277,966
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
9,944
shares
|
$276,244
0.18% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
9,057
shares
|
$251,603
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,986
shares
|
$249,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
8,921
shares
|
$247,825
0.01% of portfolio
|
Q3 2025
Reduced 23.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,915
shares
|
$247,658
0.03% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
8,902
shares
|
$247,297
0.02% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,673
shares
|
$240,935
0.01% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
8,628
shares
|
$239,685
0.16% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,598
shares
|
$238,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,421
shares
|
$233,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,243
shares
|
$228,990
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,196
shares
|
$227,684
0.0% of portfolio
|
Q2 2025
Reduced 93.52%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,146
shares
|
$226,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
8,105
shares
|
$225,156
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
7,875
shares
|
$218,767
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,702
shares
|
$213,961
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,402
shares
|
$205,627
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
6,790
shares
|
$188,626
0.23% of portfolio
|
Q2 2022
Added 17.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,651
shares
|
$184,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,500
shares
|
$152,790
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,251
shares
|
$145,872
0.0% of portfolio
|
Q2 2025
Added 232.76%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,146
shares
|
$115,175
0.0% of portfolio
|
Q2 2025
Added 14.91%
|
|