FT Vest Buffered AllocationBUFGETF
13F holders, Q3 2024 (September 30)83holders +5
12new positions
9sold out
$24.02avg. 13F price*
At the end of Q3 2024, 83 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, up 5 from Q2 2024. 12 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($23.2M), Envestnet Asset Management Inc. ($16.9M) and LPL Financial LLC ($16.3M).
- Company
- FT Vest Buffered Allocation
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.5M |
| Exits | 9 | $2.5M |
All 13F filers, Q2 2024 → Q3 2024: 758,311 shares bought and 527,940 shares sold, net +230,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.7% | 961,509 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 700,173 | $16.9M |
| LPL Financial LLC | 0.01% | Add +22.0% | 674,617 | $16.3M |
| Cwm, LLC | 0.06% | Reduce -23.9% | 599,327 | $14.4M |
| Centennial Wealth Advisory LLC | 4.94% | Add +19.7% | 525,758 | $12.7M |
| Cetera Investment Advisers | 0.02% | Add +1.4% | 394,980 | $9.5M |
| Synovus Financial Corp. | 0.08% | Add +9.6% | 286,808 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +14.3% | 253,612 | $6.1M |
| FreeGulliver LLC | 2.98% | Add +3.4% | 208,157 | $5.0M |
| Pitti Group Wealth Management, LLC | 5.07% | No change | 218,848 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +11.4% | 180,081 | $4.3M |
| World Equity Group, Inc. | 1.50% | Reduce -6.3% | 172,666 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.9% | 151,043 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -5.0% | 138,609 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +82.2% | 126,689 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 131,079 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 121,124 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +143.3% | 118,415 | $2.9M |
| Ellsworth Advisors, LLC | 0.72% | Add +3.3% | 115,658 | $2.8M |
| Geneos Wealth Management Inc. | 0.10% | Add +11.0% | 109,180 | $2.6M |
| Valtinson Bruner Financial Planning LLC | 0.89% | Reduce -0.4% | 106,162 | $2.6M |
| Lunt Capital Management, Inc. | 1.16% | Add +6.3% | 103,168 | $2.5M |
| Personal Cfo Solutions, LLC | 0.29% | Add +11.7% | 85,047 | $2.1M |
| Rovin Capital /Ut/ | 0.63% | Add +65.6% | 70,768 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -8.0% | 70,027 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +66.5% | 59,119 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +7.4% | 58,885 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -0.5% | 57,408 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.53% | Add +0.4% | 54,104 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 53,209 | $1.3M |
| Authentikos Wealth Advisory, LLC | 1.21% | New | 52,134 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -25.6% | 47,487 | $1.1M |
| Black Point Wealth Management | 1.24% | Add +75.4% | 44,420 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.6% | 43,825 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +4.4% | 36,855 | $889K |
| Harvest Investment Services, LLC | 0.28% | Reduce -1.1% | 36,468 | $879K |
| Financial Network Wealth Advisors LLC | 0.72% | Add +4.1% | 35,953 | $867K |
| Townsquare Capital LLC | 0.01% | Add +4.1% | 35,953 | $867K |
| Silver Oak Securities, Incorporated | 0.09% | Add +347.7% | 35,748 | $858K |
| Financial Guidance Group, Inc. | 0.48% | Reduce -13.8% | 34,399 | $829K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -1.3% | 33,626 | $811K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.5% | 30,762 | $742K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.4% | 29,243 | $705K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +10.4% | 28,598 | $689K |
| Harbour Investments, Inc. | 0.02% | Reduce -77.7% | 28,456 | $686K |
| Onyx Bridge Wealth Group LLC | 0.10% | No change | 28,010 | $675K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -14.9% | 27,770 | $670K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.7% | 26,756 | $645K |
| Iams Wealth Management, LLC | 0.31% | No change | 25,776 | $621K |
| Tradition Wealth Management, LLC | 0.05% | Add +18.9% | 24,883 | $600K |
| MML Investors Services, LLC | 0.00% | New | 24,780 | $597K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 24,215 | $584K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 23,700 | $571K |
| Sigma Planning Corp | 0.02% | Reduce -1.2% | 23,130 | $558K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Reduce -1.3% | 22,456 | $541K |
| TCFG Wealth Management, LLC | 0.27% | — | 22,148 | $534K |
| Mariner, LLC | 0.00% | New | 16,913 | $408K |
| Avior Wealth Management, LLC | 0.02% | Add +1.2% | 16,243 | $392K |
| Centaurus Financial, Inc. | 0.02% | Add +11.8% | 13,968 | $337K |
| Park Avenue Securities LLC | 0.00% | Reduce -51.1% | 13,362 | $322K |
| Signal Advisors Wealth, LLC | 0.05% | New | 13,195 | $318K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -4.4% | 12,929 | $312K |
| Foguth Wealth Management, LLC. | 0.11% | New | 12,937 | $311K |
| KFG Wealth Management, LLC | 0.07% | No change | 12,893 | $311K |
| Brookstone Capital Management | 0.00% | Add +0.5% | 11,787 | $284K |
| HBW Advisory Services LLC | 0.04% | No change | 11,590 | $279K |
| Merit Financial Group, LLC | 0.01% | No change | 9,808 | $236K |
| PFG Advisors | 0.01% | New | 9,462 | $228K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,376 | $226K |
| CreativeOne Wealth, LLC | 0.01% | New | 9,213 | $222K |
| Wedbush Securities Inc. | 0.01% | No change | 8,765 | $211K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,197 | $101K |
| Sunbelt Securities, Inc. | 0.01% | New | 2,732 | $66K |
| UBS Group AG | 0.00% | Add +22.5% | 2,690 | $65K |
| IFP Advisors, Inc | 0.00% | Add +8.8% | 2,469 | $60K |
| REAP Financial Group, LLC | 0.01% | Reduce -1.7% | 2,416 | $58K |
| Global Retirement Partners, LLC | 0.00% | New | 1,333 | $32K |
| PFS Partners, LLC | 0.02% | New | 1,258 | $30K |
| NewEdge Advisors, LLC | 0.00% | New | 440 | $11K |
| Larson Financial Group LLC | 0.00% | New | 330 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | — | 134 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | — | 134 | $3K |
| 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.