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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,007,902
shares
|
$33.9 Million
6.37% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
984,991
shares
|
$33.1 Million
2.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
979,487
shares
|
$32.9 Million
4.22% of portfolio
|
Q3 2025
Added 1691.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
958,572
shares
|
$32.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
954,554
shares
|
$32.1 Million
0.25% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
943,161
shares
|
$31.7 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
921,479
shares
|
$31 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
910,409
shares
|
$30.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
904,424
shares
|
$30.4 Million
0.3% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
895,077
shares
|
$30.1 Million
0.0% of portfolio
|
Q3 2025
Added 2081.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
878,432
shares
|
$29.5 Million
3.1% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
868,694
shares
|
$29.2 Million
2.03% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
856,131
shares
|
$28.8 Million
0.82% of portfolio
|
Q3 2025
Added 22.44%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
812,169
shares
|
$27.3 Million
0.31% of portfolio
|
Q3 2025
Added 53.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
788,325
shares
|
$26.5 Million
0.98% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
765,271
shares
|
$25.7 Million
0.14% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
760,502
shares
|
$25.6 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
741,360
shares
|
$24.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
709,901
shares
|
$23.9 Million
1.19% of portfolio
|
Q3 2025
Added 106.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
700,563
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
Added 2580.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
686,664
shares
|
$23.1 Million
0.41% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
682,794
shares
|
$22.9 Million
4.06% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
659,627
shares
|
$22.2 Million
1.19% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
659,402
shares
|
$22.2 Million
8.11% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
649,043
shares
|
$21.8 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.23%
|
|