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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
82,750
shares
|
$2.78 Million
0.28% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
82,406
shares
|
$2.77 Million
0.13% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
81,568
shares
|
$2.74 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
81,019
shares
|
$2.72 Million
0.12% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
79,881
shares
|
$2.68 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
79,350
shares
|
$2.67 Million
0.2% of portfolio
|
Q2 2025
Added 108.93%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
77,342
shares
|
$2.6 Million
0.28% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
76,429
shares
|
$2.57 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
75,984
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
74,726
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
72,120
shares
|
$2.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
71,284
shares
|
$2.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
70,932
shares
|
$2.38 Million
0.02% of portfolio
|
Q1 2025
Added 36.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
70,731
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Added 110.77%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
70,036
shares
|
$2.35 Million
1.31% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
69,584
shares
|
$2.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 72.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
68,328
shares
|
$2.3 Million
1.81% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
67,301
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
66,855
shares
|
$2.25 Million
1.63% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
65,903
shares
|
$2.21 Million
0.21% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
63,830
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
63,685
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
63,585
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
61,185
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
58,823
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 4.96%
|
|