FT Vest Buffered AllocationBUFGETF
13F holders, Q1 2024 (March 31)73holders
1famous investor
$22.50avg. 13F price*
At the end of Q1 2024, 73 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($19.2M), Cwm, LLC ($17.3M) and Envestnet Asset Management Inc. ($15.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Buffered Allocation
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 1 | $3.2M |
Ownership 73 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +16.6% | 853,697 | $19.2M |
| Cwm, LLC | 0.08% | Add +3.9% | 767,117 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.8% | 697,032 | $15.7M |
| LPL Financial LLC | 0.01% | Add +607.7% | 416,847 | $9.4M |
| Cetera Investment Advisers | 0.02% | Add +314.1% | 394,760 | $8.9M |
| Synovus Financial Corp. | 0.07% | Add +19.3% | 252,672 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.2% | 252,028 | $5.7M |
| Pitti Group Wealth Management, LLC | 5.48% | Add +0.2% | 219,303 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 211,076 | $4.8M |
| World Equity Group, Inc. | 0.91% | Reduce -17.0% | 197,242 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +15.7% | 149,469 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +31.1% | 142,785 | $3.2M |
| ICA Group Wealth Management, LLC | 0.61% | Add +17.1% | 134,174 | $3.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -9.1% | 132,643 | $3.0M |
| FreeGulliver LLC | 2.60% | Add +102.6% | 130,002 | $2.9M |
| Harbour Investments, Inc. | 0.10% | Add +0.7% | 129,490 | $2.9M |
| Valtinson Bruner Financial Planning LLC | 1.03% | Add +0.2% | 107,736 | $2.4M |
| Ellsworth Advisors, LLC | 0.69% | Add +1.9% | 108,796 | $2.4M |
| Aptus Capital Advisors, LLC | 0.05% | Add +51.9% | 105,317 | $2.4M |
| Authentikos Wealth Advisory, LLC | 2.19% | Reduce -1.6% | 96,906 | $2.2M |
| Lunt Capital Management, Inc. | 1.04% | Add +4.6% | 92,944 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Add +91.8% | 88,455 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -86.5% | 81,559 | $1.8M |
| Personal Cfo Solutions, LLC | 0.26% | Add +27.2% | 72,778 | $1.6M |
| Centennial Wealth Advisory LLC | 0.65% | Add +53.3% | 62,339 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +132.2% | 60,758 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +0.7% | 59,467 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +1.9% | 55,255 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.0% | 54,529 | $1.2M |
| Financial Guidance Group, Inc. | 0.73% | Add +3.4% | 50,024 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.51% | Add +0.0% | 48,240 | $1.1M |
| Ameritas Advisory Services, LLC | 0.03% | New | 37,430 | $833K |
| Harvest Investment Services, LLC | 0.32% | Add +0.9% | 34,978 | $788K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -19.8% | 32,951 | $742K |
| Gateway Wealth Partners, LLC | 0.26% | New | 31,851 | $717K |
| Rovin Capital /Ut/ | 0.29% | Add +23.8% | 31,162 | $702K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.4% | 30,240 | $681K |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Reduce -32.0% | 28,802 | $649K |
| Regal Investment Advisors LLC | 0.04% | Add +55.6% | 27,940 | $629K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -6.6% | 28,010 | $622K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -11.1% | 26,001 | $586K |
| Iams Wealth Management, LLC | 0.35% | No change | 25,776 | $568K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.5% | 25,212 | $568K |
| Sigma Planning Corp | 0.02% | Add +150.1% | 24,830 | $559K |
| Clear Creek Financial Management, LLC | 0.07% | Add +2.5% | 24,200 | $545K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Reduce -0.6% | 23,461 | $528K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.5% | 22,810 | $514K |
| Financial Network Wealth Advisors LLC | 0.45% | Add +12.4% | 20,245 | $456K |
| Townsquare Capital LLC | 0.01% | Add +12.4% | 20,245 | $456K |
| Citadel Advisors | 0.00% | Reduce -13.1% | 19,790 | $446K |
| Tradition Wealth Management, LLC | 0.04% | Add +4.1% | 17,695 | $398K |
| Avior Wealth Management, LLC | 0.02% | Reduce -34.0% | 16,046 | $361K |
| American Trust | 0.03% | Add +15.6% | 15,019 | $338K |
| KFG Wealth Management, LLC | 0.12% | Reduce -4.2% | 12,893 | $290K |
| Brookstone Capital Management | 0.00% | Add +0.3% | 12,296 | $277K |
| Centaurus Financial, Inc. | 0.02% | Add +1.7% | 11,938 | $269K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.7% | 11,694 | $263K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -53.7% | 11,653 | $262K |
| HBW Advisory Services LLC | 0.05% | No change | 11,590 | $247K |
| Wedbush Securities Inc. | 0.01% | New | 9,765 | $220K |
| Merit Financial Group, LLC | 0.01% | No change | 9,808 | $219K |
| Raleigh Capital Management Inc. | 0.09% | New | 9,698 | $218K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,376 | $211K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -66.6% | 8,752 | $197K |
| Kelly Financial Services LLC | 0.04% | Reduce -4.8% | 4,312 | $97K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,090 | $92K |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.0% | 3,500 | $79K |
| REAP Financial Group, LLC | 0.02% | Reduce -1.7% | 2,499 | $56K |
| IFP Advisors, Inc | 0.00% | No change | 2,269 | $51K |
| UBS Group AG | 0.00% | Reduce -89.3% | 129 | $3K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $2K |
| US Bancorp \de | 0.00% | New | 57 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -71.7% | 15 | $0 |
"% of holder's portfolio" is BUFG's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.