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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$50,415
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,497
shares
|
$50,314
0.0% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,460
shares
|
$49,070
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,428
shares
|
$47,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,418
shares
|
$47,658
0.0% of portfolio
|
Q3 2024
Reduced 41.36%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,197
shares
|
$40,231
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,118
shares
|
$37,575
0.0% of portfolio
|
Q1 2025
Added 491.53%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$33,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
919
shares
|
$30,887
0.0% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
873
shares
|
$29,341
0.01% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
770
shares
|
$25,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$23,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
660
shares
|
$22,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
629
shares
|
$21,140
0.0% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
575
shares
|
$19,325
0.0% of portfolio
|
Q2 2025
Reduced 66.37%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
510
shares
|
$17,141
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
500
shares
|
$16,805
0.0% of portfolio
|
Q1 2025
Reduced 96.63%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
408
shares
|
$13,712
0.01% of portfolio
|
Q1 2025
Reduced 84.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
310
shares
|
$10,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
292
shares
|
$9,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
212
shares
|
$7,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
180
shares
|
$6,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
100
shares
|
$3,361
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
98
shares
|
$3,293
0.0% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
92
shares
|
$3,092
0.0% of portfolio
|
Q3 2025
New holding
|
|