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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
258,428
shares
|
$8.69 Million
2.95% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
256,960
shares
|
$8.64 Million
6.53% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
256,493
shares
|
$8.62 Million
0.19% of portfolio
|
Q4 2023
Added 45.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
247,068
shares
|
$8.3 Million
0.47% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
244,146
shares
|
$8.21 Million
4.37% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
241,028
shares
|
$8.1 Million
0.1% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
238,368
shares
|
$8.01 Million
0.1% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
235,109
shares
|
$7.9 Million
0.68% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
235,097
shares
|
$7.9 Million
0.06% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
231,171
shares
|
$7.77 Million
3.44% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,352
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
221,841
shares
|
$7.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
220,705
shares
|
$7.42 Million
0.35% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
219,361
shares
|
$7.37 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
216,921
shares
|
$7.29 Million
3.63% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
214,913
shares
|
$7.22 Million
0.12% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
210,948
shares
|
$7.09 Million
1.68% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
210,467
shares
|
$7.07 Million
3.36% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
209,852
shares
|
$7.05 Million
0.44% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
203,548
shares
|
$6.84 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
202,881
shares
|
$6.82 Million
0.08% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
201,218
shares
|
$6.76 Million
3.03% of portfolio
|
Q3 2025
Added 759.8%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
199,274
shares
|
$6.7 Million
3.76% of portfolio
|
Q3 2025
Added 83.16%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
198,973
shares
|
$6.69 Million
3.87% of portfolio
|
Q3 2025
Reduced 58.97%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
197,930
shares
|
$6.65 Million
2.13% of portfolio
|
Q3 2025
New holding
|
|