FT Vest Buffered AllocationBUFGETF
13F holders, Q2 2024 (June 30)78holders +5
8new positions
6sold out
1famous investor
$23.14avg. 13F price*
At the end of Q2 2024, 78 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($22.7M), Cwm, LLC ($18.3M) and Envestnet Asset Management Inc. ($17.0M). 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 (Q2 2024)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.2M |
| Exits | 6 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,244,864 shares bought and 506,037 shares sold, net +738,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +14.6% | 978,422 | $22.7M |
| Cwm, LLC | 0.09% | Add +2.7% | 787,650 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.3% | 733,743 | $17.0M |
| LPL Financial LLC | 0.01% | Add +32.7% | 553,156 | $12.8M |
| Centennial Wealth Advisory LLC | 4.42% | Add +604.5% | 439,186 | $10.2M |
| Cetera Investment Advisers | 0.02% | Reduce -1.3% | 389,511 | $9.0M |
| Synovus Financial Corp. | 0.08% | Add +3.5% | 261,599 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.0% | 221,889 | $5.1M |
| FreeGulliver LLC | 3.20% | Add +54.8% | 201,292 | $4.7M |
| Pitti Group Wealth Management, LLC | 5.07% | Reduce -0.2% | 218,848 | $4.7M |
| World Equity Group, Inc. | 1.28% | Reduce -6.5% | 184,322 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +13.2% | 161,625 | $3.7M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -2.4% | 145,904 | $3.4M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.2% | 131,079 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -38.7% | 129,387 | $3.0M |
| Harbour Investments, Inc. | 0.10% | Reduce -1.3% | 127,776 | $3.0M |
| Ellsworth Advisors, LLC | 0.72% | Add +2.9% | 111,979 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +83.0% | 111,156 | $2.6M |
| Valtinson Bruner Financial Planning LLC | 0.98% | Reduce -1.1% | 106,603 | $2.5M |
| Geneos Wealth Management Inc. | 0.10% | Add +11.2% | 98,380 | $2.3M |
| Lunt Capital Management, Inc. | 1.11% | Add +4.4% | 97,065 | $2.3M |
| Personal Cfo Solutions, LLC | 0.27% | Add +4.7% | 76,166 | $1.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -27.7% | 76,122 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +204.9% | 69,551 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +70.4% | 63,780 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -3.0% | 57,685 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -0.8% | 54,833 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.56% | Add +11.7% | 53,879 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.5% | 52,056 | $1.2M |
| ICA Group Wealth Management, LLC | 0.70% | Reduce -62.3% | 50,597 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 48,660 | $1.1M |
| CoreCap Advisors, LLC | 0.11% | New | 44,097 | $1.0M |
| Rovin Capital /Ut/ | 0.41% | Add +37.1% | 42,738 | $992K |
| Financial Guidance Group, Inc. | 0.57% | Reduce -20.3% | 39,894 | $926K |
| Citadel Advisors | 0.00% | Add +91.6% | 37,919 | $880K |
| Harvest Investment Services, LLC | 0.34% | Add +5.4% | 36,870 | $855K |
| Regal Investment Advisors LLC | 0.05% | Add +26.4% | 35,315 | $819K |
| Rockefeller Capital Management L.P. | 0.00% | New | 34,759 | $806K |
| Financial Network Wealth Advisors LLC | 0.60% | Add +70.6% | 34,540 | $801K |
| Townsquare Capital LLC | 0.01% | Add +70.6% | 34,540 | $801K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +3.4% | 34,054 | $790K |
| Sanctuary Advisors, LLC | 0.01% | — | 35,497 | $789K |
| Gateway Wealth Partners, LLC | 0.23% | Add +2.5% | 32,635 | $757K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.9% | 29,371 | $681K |
| Onyx Bridge Wealth Group LLC | 0.11% | No change | 28,010 | $650K |
| Old Mission Capital LLC | 0.02% | New | 27,772 | $644K |
| Park Avenue Securities LLC | 0.01% | New | 27,326 | $634K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.3% | 25,910 | $601K |
| Iams Wealth Management, LLC | 0.33% | No change | 25,776 | $598K |
| Black Point Wealth Management | 0.61% | — | 25,325 | $588K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.5% | 24,343 | $565K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -2.1% | 23,700 | $550K |
| Sigma Planning Corp | 0.02% | Reduce -5.7% | 23,410 | $543K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -3.0% | 22,751 | $528K |
| Avantax Advisory Services, Inc. | 0.00% | New | 22,544 | $523K |
| Tradition Wealth Management, LLC | 0.05% | Add +18.3% | 20,934 | $486K |
| Avior Wealth Management, LLC | 0.02% | No change | 16,046 | $372K |
| Prospera Financial Services Inc | 0.01% | New | 14,264 | $331K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -53.0% | 13,529 | $314K |
| KFG Wealth Management, LLC | 0.12% | No change | 12,893 | $299K |
| Centaurus Financial, Inc. | 0.02% | Add +4.6% | 12,488 | $290K |
| Brookstone Capital Management | 0.00% | Reduce -4.6% | 11,727 | $275K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 11,653 | $270K |
| HBW Advisory Services LLC | 0.04% | No change | 11,590 | $269K |
| Merit Financial Group, LLC | 0.01% | No change | 9,808 | $228K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,376 | $218K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.2% | 8,765 | $203K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -8.8% | 7,985 | $185K |
| Chris Bulman Inc | 0.10% | — | 6,048 | $140K |
| Kelly Financial Services LLC | 0.04% | Add +3.1% | 4,447 | $103K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.6% | 4,197 | $97K |
| Tsfg, LLC | 0.02% | New | 3,546 | $82K |
| REAP Financial Group, LLC | 0.02% | Reduce -1.7% | 2,457 | $57K |
| Royal Bank of Canada | 0.00% | Add +16146.7% | 2,437 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 2,269 | $53K |
| UBS Group AG | 0.00% | Add +1602.3% | 2,196 | $51K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -94.7% | 513 | $12K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $2K |
"% of holder's portfolio" is BUFG's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.