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 420 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
38,032
shares
|
$1.18 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
38,000
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
36,770
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
36,042
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
35,219
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
34,970
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
34,781
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
34,548
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
34,196
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
33,922
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
33,915
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
33,847
shares
|
$1.05 Million
0.51% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
33,751
shares
|
$1.05 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
31,861
shares
|
$987,691
0.07% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
31,475
shares
|
$975,725
0.41% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
31,172
shares
|
$966,332
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
30,650
shares
|
$950,150
0.04% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
30,292
shares
|
$939,052
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
30,231
shares
|
$937,161
0.14% of portfolio
|
Q4 2024
Added 28.49%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
29,869
shares
|
$925,939
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
29,579
shares
|
$916,949
0.0% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
29,443
shares
|
$912,733
0.34% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
29,082
shares
|
$901,542
0.48% of portfolio
|
Q4 2024
Added 52.77%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
28,524
shares
|
$884,244
0.45% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,614
shares
|
$856,034
0.07% of portfolio
|
Q4 2024
New holding
|