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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
127,677
shares
|
$3.77 Million
1.51% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
124,809
shares
|
$3.69 Million
0.14% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
123,327
shares
|
$3.64 Million
0.22% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
123,015
shares
|
$3.64 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
122,978
shares
|
$3.63 Million
1.66% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
122,795
shares
|
$3.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
121,716
shares
|
$3.6 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
121,594
shares
|
$3.59 Million
0.13% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
119,649
shares
|
$3.54 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
118,245
shares
|
$3.49 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
118,211
shares
|
$3.49 Million
1.2% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
116,575
shares
|
$3.44 Million
2.16% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
113,408
shares
|
$3.35 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
109,840
shares
|
$3.25 Million
0.0% of portfolio
|
Q4 2024
Added 173.3%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
109,050
shares
|
$3.22 Million
3.72% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
107,827
shares
|
$3.19 Million
0.03% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$3.08 Million
0.05% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
104,293
shares
|
$3.08 Million
1.48% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
102,521
shares
|
$3.03 Million
1.52% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
99,987
shares
|
$2.95 Million
0.07% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
99,301
shares
|
$2.93 Million
0.88% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
98,220
shares
|
$2.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
97,580
shares
|
$2.88 Million
0.45% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
97,222
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
95,929
shares
|
$2.83 Million
0.35% of portfolio
|
Q4 2024
Added 6.15%
|