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 433 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
79,704
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
79,689
shares
|
$2.3 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
79,193
shares
|
$2.29 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
73,433
shares
|
$2.12 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
72,250
shares
|
$2.09 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
71,447
shares
|
$2.06 Million
1.36% of portfolio
|
Q4 2024
Reduced 70.12%
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
71,310
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Added 135.07%
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
69,965
shares
|
$2.02 Million
0.23% of portfolio
|
Q4 2024
Added 7.52%
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
69,890
shares
|
$2.02 Million
0.03% of portfolio
|
Q1 2025
Added 65.54%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
69,801
shares
|
$2.01 Million
0.12% of portfolio
|
Q4 2024
Added 55.46%
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
69,721
shares
|
$2.01 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
69,089
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 42.44%
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,653
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
58,963
shares
|
$1.7 Million
0.34% of portfolio
|
Q4 2024
Added 127.81%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
58,910
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2024
Added 52.62%
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.69 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
58,128
shares
|
$1.68 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
57,772
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 26.22%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
56,257
shares
|
$1.62 Million
1.28% of portfolio
|
Q4 2024
Added 48.2%
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
55,670
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
54,127
shares
|
$1.56 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
54,080
shares
|
$1.56 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
54,049
shares
|
$1.56 Million
0.68% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
52,662
shares
|
$1.52 Million
0.47% of portfolio
|
Q1 2025
Added 0.51%
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
52,028
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.97%
|