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 428 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
378,706
shares
|
$11.2 Million
0.66% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
377,045
shares
|
$11.1 Million
5.03% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
372,017
shares
|
$11 Million
0.74% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
361,579
shares
|
$10.7 Million
0.32% of portfolio
|
Q3 2020
Reduced 97.67%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
354,095
shares
|
$10.5 Million
0.52% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
349,080
shares
|
$10.3 Million
9.84% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
347,704
shares
|
$10.3 Million
5.56% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
346,336
shares
|
$10.2 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
342,015
shares
|
$10.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
339,054
shares
|
$10 Million
5.11% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
321,922
shares
|
$9.51 Million
0.23% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
313,318
shares
|
$9.26 Million
7.33% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
310,559
shares
|
$9.18 Million
6.64% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
307,019
shares
|
$9.07 Million
5.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
306,202
shares
|
$9.05 Million
1.44% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
303,912
shares
|
$8.98 Million
3.91% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
292,810
shares
|
$8.65 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
292,532
shares
|
$8.64 Million
0.02% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
290,131
shares
|
$8.57 Million
2.54% of portfolio
|
Q4 2024
Added 119.06%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
288,701
shares
|
$8.53 Million
5.61% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
288,478
shares
|
$8.52 Million
0.48% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
283,969
shares
|
$8.39 Million
4.72% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
275,464
shares
|
$8.14 Million
1.8% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
270,231
shares
|
$7.99 Million
6.58% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
269,640
shares
|
$7.97 Million
1.01% of portfolio
|
Q4 2024
Added 2.04%
|