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 356 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
327,928
shares
|
$10.1 Million
7.58% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
324,404
shares
|
$9.99 Million
0.48% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
322,014
shares
|
$9.92 Million
0.15% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
315,186
shares
|
$9.71 Million
6.85% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
304,469
shares
|
$9.38 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
304,369
shares
|
$9.38 Million
0.26% of portfolio
|
Q3 2024
Added 77.97%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
294,081
shares
|
$9.06 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
292,394
shares
|
$9.01 Million
6.26% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
288,220
shares
|
$8.88 Million
5.86% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
278,815
shares
|
$8.59 Million
1.34% of portfolio
|
Q3 2024
Added 192.99%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
277,465
shares
|
$8.55 Million
3.82% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
274,501
shares
|
$8.46 Million
2.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
274,173
shares
|
$8.45 Million
0.02% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
266,643
shares
|
$8.22 Million
3.95% of portfolio
|
Q3 2024
Added 38.91%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
264,252
shares
|
$8.14 Million
1.11% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
262,056
shares
|
$8.07 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$7.9 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
254,350
shares
|
$7.84 Million
0.37% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
252,109
shares
|
$7.77 Million
1.0% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
246,227
shares
|
$7.59 Million
0.09% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
243,648
shares
|
$7.51 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
241,241
shares
|
$7.43 Million
0.11% of portfolio
|
Q3 2024
Added 595.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
239,047
shares
|
$7.37 Million
0.11% of portfolio
|
Q3 2024
Added 296.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
222,330
shares
|
$6.85 Million
0.3% of portfolio
|
Q3 2024
Added 7.02%
|