Institutional Ownership First Tr Ex Td Viii Ft Cboe Ve (BUFR)
This table provides information about the institutional ownership of First Tr Ex Td Viii Ft Cboe Ve (BUFR). We have compiled data on the 477 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $6.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.96 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
57,441
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
54,965
shares
|
$1.85 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
54,139
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
53,678
shares
|
$1.8 Million
0.4% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
53,102
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
52,790
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
51,993
shares
|
$1.75 Million
0.93% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
51,224
shares
|
$1.72 Million
0.38% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
50,967
shares
|
$1.71 Million
0.82% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
50,479
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
50,237
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
50,107
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 58.5%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
49,991
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
49,578
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
49,156
shares
|
$1.65 Million
0.64% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
48,785
shares
|
$1.64 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
48,230
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
47,490
shares
|
$1.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 46.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
46,013
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
45,713
shares
|
$1.54 Million
0.14% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
45,095
shares
|
$1.52 Million
0.5% of portfolio
|
Q3 2024
Added 184.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
44,238
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
43,955
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2025
Added 70.45%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
43,926
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.03%
|
|