Form
SCHEDULE 13G
Passive or exempt beneficial ownership filing.
PRECEDENT WEALTH PARTNERS, LLC - 30 Jun 2026 SCHEDULE 13G Report for FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange-Traded Fund (BUFH)
- Filing manager
- PRECEDENT WEALTH PARTNERS, LLC
- Reporting owner
- PRECEDENT WEALTH PARTNERS, LLC
- Beneficially owned shares
- 352,568 shares
- Large-stake signal
-
Ownership
14%Beneficial ownership of this reported class.
Shares
352,568 sharesShares beneficially owned as disclosed.
Event date
30 Jun 2026Date tied to the ownership event or amendment.
Accepted by SEC
02 Jul 2026EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 14%
- Symbol
- BUFH
- Shares outstanding
- 2,554,841 shares
- SEC form
- SCHEDULE 13G
- Accepted by SEC
- 02 Jul 2026, 13:46:18 UTC
- Event date
- 30 Jun 2026
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
4 source fields
Key filing fact
PRECEDENT WEALTH PARTNERS, LLC disclosed 14% ownership in FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange-Traded Fund (BUFH) on 30 Jun 2026.
Key facts
- PRECEDENT WEALTH PARTNERS, LLC filed SCHEDULE 13G for FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange-Traded Fund (BUFH).
- Disclosed ownership: 14%.
- Date of event: 30 Jun 2026.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 02 Jul 2026, 13:46.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (1)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 14% | 352,568 | 0 | 0 | Harold Williams | Founder, Chief Compliance Officer |
CIK / CUSIP context first