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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
136,523
shares
|
$4.59 Million
1.83% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
136,297
shares
|
$4.58 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
133,570
shares
|
$4.49 Million
0.7% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
133,484
shares
|
$4.49 Million
1.25% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
131,945
shares
|
$4.43 Million
0.53% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
131,185
shares
|
$4.41 Million
0.3% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
130,858
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
130,194
shares
|
$4.38 Million
0.51% of portfolio
|
Q3 2025
Reduced 86.76%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
127,665
shares
|
$4.29 Million
2.7% of portfolio
|
Q3 2025
Added 89.04%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
127,617
shares
|
$4.29 Million
1.99% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$4.15 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
122,110
shares
|
$4.1 Million
0.45% of portfolio
|
Q4 2023
Added 24.37%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
120,454
shares
|
$4.05 Million
2.48% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
119,250
shares
|
$4.01 Million
1.57% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
116,084
shares
|
$3.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
115,921
shares
|
$3.9 Million
2.62% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
115,479
shares
|
$3.88 Million
3.02% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
115,232
shares
|
$3.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
113,875
shares
|
$3.83 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
112,067
shares
|
$3.77 Million
0.07% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
111,481
shares
|
$3.75 Million
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
110,434
shares
|
$3.71 Million
0.59% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
109,777
shares
|
$3.69 Million
0.98% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
107,912
shares
|
$3.63 Million
0.25% of portfolio
|
Q3 2025
Reduced 42.1%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
107,284
shares
|
$3.61 Million
1.23% of portfolio
|
Q3 2025
Reduced 5.42%
|
|