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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
195,959
shares
|
$6.59 Million
5.44% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
195,241
shares
|
$6.56 Million
0.88% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
194,385
shares
|
$6.53 Million
0.28% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
193,313
shares
|
$6.5 Million
0.03% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
185,984
shares
|
$6.25 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
185,740
shares
|
$6.24 Million
3.37% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
181,707
shares
|
$6.11 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
180,284
shares
|
$6.06 Million
0.16% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
180,112
shares
|
$6.05 Million
4.14% of portfolio
|
Q3 2025
Added 163.6%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
178,429
shares
|
$6 Million
0.54% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
178,410
shares
|
$6 Million
3.14% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
177,616
shares
|
$5.97 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
177,280
shares
|
$5.96 Million
0.4% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
173,874
shares
|
$5.84 Million
0.06% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
167,677
shares
|
$5.64 Million
1.8% of portfolio
|
Q3 2023
Added 2.64%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
156,385
shares
|
$5.26 Million
2.14% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
154,796
shares
|
$5.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
154,615
shares
|
$5.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
154,357
shares
|
$5.19 Million
0.65% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
152,693
shares
|
$5.13 Million
0.26% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
150,895
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.46%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
147,576
shares
|
$4.96 Million
2.03% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
142,685
shares
|
$4.8 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
139,399
shares
|
$4.69 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
139,060
shares
|
$4.67 Million
0.03% of portfolio
|
Q3 2025
Added 22.26%
|
|