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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3,360
shares
|
$93,340
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,631
shares
|
$73,089
0.0% of portfolio
|
Q3 2025
Reduced 79.21%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,320
shares
|
$64,449
0.02% of portfolio
|
Q3 2025
Reduced 36.35%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,105
shares
|
$58,476
0.01% of portfolio
|
Q2 2025
Reduced 65.41%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,646
shares
|
$45,725
0.0% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,522
shares
|
$42,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,220
shares
|
$33,891
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$30,419
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
798
shares
|
$22,168
0.0% of portfolio
|
Q3 2025
Reduced 73.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
700
shares
|
$19,446
0.01% of portfolio
|
Q2 2024
Reduced 73.08%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
585
shares
|
$16,251
0.0% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
469
shares
|
$13,028
0.01% of portfolio
|
Q2 2025
Reduced 52.24%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
358
shares
|
$9,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
235
shares
|
$6,528
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$4,167
0.0% of portfolio
|
Q4 2024
Reduced 89.19%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19
shares
|
$527
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|