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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
95,838
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Reduced 51.76%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95,793
shares
|
$2.83 Million
1.69% of portfolio
|
Q2 2024
Reduced 65.84%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
93,290
shares
|
$2.76 Million
0.32% of portfolio
|
Q1 2023
Reduced 8.42%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
93,197
shares
|
$2.75 Million
0.1% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
93,190
shares
|
$2.75 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
91,384
shares
|
$2.7 Million
0.29% of portfolio
|
Q4 2024
Added 46.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
91,259
shares
|
$2.7 Million
0.46% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
89,867
shares
|
$2.66 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
89,557
shares
|
$2.65 Million
0.73% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
89,218
shares
|
$2.64 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
88,565
shares
|
$2.62 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
86,934
shares
|
$2.57 Million
0.2% of portfolio
|
Q4 2024
Added 180.7%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
85,369
shares
|
$2.52 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
84,871
shares
|
$2.51 Million
0.56% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
84,440
shares
|
$2.5 Million
1.79% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
84,155
shares
|
$2.49 Million
0.65% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
83,210
shares
|
$2.46 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
82,550
shares
|
$2.44 Million
0.31% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
81,271
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
80,220
shares
|
$2.37 Million
1.5% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
79,908
shares
|
$2.36 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
79,704
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
79,689
shares
|
$2.35 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
79,193
shares
|
$2.34 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
72,250
shares
|
$2.13 Million
1.77% of portfolio
|
Q4 2024
New holding
|