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 |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
71,447
shares
|
$2.11 Million
1.36% of portfolio
|
Q4 2024
Reduced 70.12%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
71,310
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 135.07%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
69,965
shares
|
$2.07 Million
0.23% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
69,801
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Added 55.46%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
69,721
shares
|
$2.06 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
69,442
shares
|
$2.05 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
64,964
shares
|
$1.92 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,653
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
58,963
shares
|
$1.74 Million
0.34% of portfolio
|
Q4 2024
Added 127.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
58,910
shares
|
$1.74 Million
0.17% of portfolio
|
Q4 2024
Added 52.62%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
58,386
shares
|
$1.73 Million
4.34% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
58,273
shares
|
$1.72 Million
2.19% of portfolio
|
Q4 2024
Reduced 85.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
58,245
shares
|
$1.72 Million
0.24% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
57,772
shares
|
$1.71 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
|
$1.66 Million
1.28% of portfolio
|
Q4 2024
Added 48.2%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
55,670
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
54,696
shares
|
$1.62 Million
0.47% of portfolio
|
Q4 2024
Added 56.48%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
54,127
shares
|
$1.6 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
54,080
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
54,049
shares
|
$1.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
52,679
shares
|
$1.56 Million
1.76% of portfolio
|
Q4 2024
Reduced 75.4%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
52,393
shares
|
$1.55 Million
0.47% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
52,028
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.97%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
51,980
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
51,331
shares
|
$1.52 Million
0.51% of portfolio
|
Q4 2024
Added 2.26%
|