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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
631,219
shares
|
$21.2 Million
5.84% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
581,708
shares
|
$19.6 Million
11.37% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
555,904
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
536,667
shares
|
$18 Million
4.7% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
535,930
shares
|
$18 Million
0.41% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
525,348
shares
|
$17.7 Million
0.84% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
519,808
shares
|
$17.5 Million
11.13% of portfolio
|
Q3 2025
Reduced 48.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
503,183
shares
|
$16.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
497,981
shares
|
$16.7 Million
0.1% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
496,714
shares
|
$16.7 Million
0.78% of portfolio
|
Q2 2024
Reduced 67.27%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
495,542
shares
|
$16.7 Million
7.99% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
492,872
shares
|
$16.6 Million
5.11% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
481,858
shares
|
$16.2 Million
10.89% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
469,898
shares
|
$15.8 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
464,788
shares
|
$15.6 Million
2.45% of portfolio
|
Q1 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
453,846
shares
|
$15.3 Million
0.35% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
439,852
shares
|
$14.8 Million
7.91% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
439,202
shares
|
$14.8 Million
3.07% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
426,960
shares
|
$14.4 Million
2.41% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
426,331
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
415,309
shares
|
$14 Million
2.63% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
414,530
shares
|
$13.9 Million
1.76% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
408,257
shares
|
$13.7 Million
0.68% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
396,865
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
393,039
shares
|
$13.2 Million
0.53% of portfolio
|
Q3 2025
Added 57.64%
|
|