Institutional Ownership First Tr Ex Tr Fd Viii Ft Cboe (BUFQ)
This table provides information about the institutional ownership of First Tr Ex Tr Fd Viii Ft Cboe (BUFQ). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $903 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
193,677
shares
|
$6.78 Million
3.04% of portfolio
|
Q3 2025
New holding
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
188,286
shares
|
$6.59 Million
5.44% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
187,201
shares
|
$6.55 Million
0.03% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
182,140
shares
|
$6.37 Million
0.3% of portfolio
|
Q2 2024
Reduced 58.62%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
174,706
shares
|
$6.11 Million
3.2% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
169,208
shares
|
$5.92 Million
1.73% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
137,632
shares
|
$4.82 Million
5.15% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
118,469
shares
|
$4.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 64.5%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
116,072
shares
|
$4.06 Million
0.19% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
114,828
shares
|
$4.02 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
96,659
shares
|
$3.38 Million
1.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
96,323
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
95,660
shares
|
$3.35 Million
1.74% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
94,720
shares
|
$3.31 Million
0.61% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
92,230
shares
|
$3.23 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
89,602
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
89,099
shares
|
$3.12 Million
1.85% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
88,474
shares
|
$3.1 Million
2.61% of portfolio
|
Q3 2025
Added 35.09%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
87,607
shares
|
$3.07 Million
0.11% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
84,484
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Added 187.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
83,793
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
76,373
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
74,671
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
74,616
shares
|
$2.61 Million
1.79% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
71,524
shares
|
$2.5 Million
0.69% of portfolio
|
Q3 2025
Added 1.24%
|
|