FT Vest Buffered AllocationBUFGETF
13F holders, Q4 2024 (December 31)84holders +1
3new positions
5sold out
1famous investor
$24.51avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($23.7M), Envestnet Asset Management Inc. ($18.6M) and LPL Financial LLC ($18.4M). 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 (Q4 2024)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $863K |
| Exits | 5 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 702,632 shares bought and 603,321 shares sold, net +99,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +0.5% | 965,929 | $23.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.4% | 759,165 | $18.6M |
| LPL Financial LLC | 0.01% | Add +11.4% | 751,486 | $18.4M |
| Centennial Wealth Advisory LLC | 5.61% | Add +11.0% | 583,815 | $14.3M |
| Cwm, LLC | 0.05% | Reduce -18.8% | 486,923 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +6.0% | 418,831 | $10.3M |
| Synovus Financial Corp. | 0.09% | Add +5.6% | 302,843 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Add +19.4% | 302,699 | $7.4M |
| FreeGulliver LLC | 3.28% | Add +23.0% | 256,006 | $6.3M |
| Assetmark, Inc. | 0.01% | Add +7.3% | 193,132 | $4.7M |
| World Equity Group, Inc. | 0.96% | Add +5.6% | 182,356 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.9% | 161,452 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.4% | 141,899 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +19.5% | 141,510 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 121,843 | $3.0M |
| Ellsworth Advisors, LLC | 0.77% | Add +3.2% | 119,359 | $2.9M |
| Lunt Capital Management, Inc. | 1.10% | Add +11.3% | 114,841 | $2.8M |
| Geneos Wealth Management Inc. | 0.10% | Add +3.4% | 112,893 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +316.7% | 111,488 | $2.7M |
| Advisory Services Network, LLC | 0.05% | Reduce -17.2% | 108,484 | $2.7M |
| Valtinson Bruner Financial Planning LLC | 0.92% | Add +1.7% | 107,922 | $2.6M |
| Rovin Capital /Ut/ | 0.74% | Add +19.3% | 84,388 | $2.1M |
| Ameritas Advisory Services, LLC | 0.06% | Add +56.1% | 74,132 | $1.8M |
| Black Point Wealth Management | 1.90% | Add +50.7% | 66,956 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.7% | 66,059 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 59,059 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +3.6% | 59,488 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +125.6% | 55,909 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.54% | Add +2.4% | 55,409 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.2% | 53,835 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.31% | Reduce -75.8% | 52,844 | $1.3M |
| Authentikos Wealth Advisory, LLC | 1.20% | Reduce -4.8% | 49,630 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +22.9% | 45,305 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +3.2% | 45,247 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Add +72.7% | 42,966 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +16.5% | 41,658 | $1.0M |
| Harvest Investment Services, LLC | 0.24% | Add +11.5% | 40,665 | $996K |
| Novem Group | 0.15% | — | 40,064 | $982K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.0% | 37,209 | $912K |
| Townsquare Capital LLC | 0.01% | Reduce -1.9% | 35,263 | $864K |
| Jaffetilchin Investment Partners, LLC | 0.06% | No change | 33,626 | $824K |
| Financial Guidance Group, Inc. | 0.44% | Reduce -4.5% | 32,849 | $805K |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +10.0% | 30,820 | $755K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 29,943 | $734K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.6% | 29,648 | $726K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.1% | 28,156 | $690K |
| Iams Wealth Management, LLC | 0.29% | No change | 25,776 | $632K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -7.4% | 25,705 | $630K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.9% | 24,915 | $610K |
| Mariner, LLC | 0.00% | Add +43.8% | 24,328 | $596K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 23,700 | $581K |
| DHJJ Financial Advisors, Ltd. | 0.21% | No change | 22,456 | $550K |
| TCFG Wealth Management, LLC | 0.28% | Add +0.8% | 22,315 | $547K |
| Citadel Advisors | 0.00% | New | 21,853 | $535K |
| Sigma Planning Corp | 0.02% | Reduce -5.7% | 21,806 | $534K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -25.6% | 21,273 | $521K |
| Financial Network Wealth Advisors LLC | 0.79% | Reduce -51.6% | 17,392 | $426K |
| Brookstone Capital Management | 0.01% | Add +42.0% | 16,736 | $410K |
| Centaurus Financial, Inc. | 0.02% | Add +13.6% | 15,871 | $389K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.6% | 15,813 | $387K |
| Foguth Wealth Management, LLC. | 0.09% | Add +7.5% | 13,902 | $348K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -2.0% | 12,930 | $317K |
| KFG Wealth Management, LLC | 0.06% | Reduce -4.3% | 12,340 | $302K |
| CreativeOne Wealth, LLC | 0.01% | Add +29.7% | 11,953 | $293K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -18.7% | 10,511 | $258K |
| TFB Advisors LLC | 0.07% | New | 10,176 | $249K |
| PFG Advisors | 0.02% | Add +6.5% | 10,072 | $247K |
| Merit Financial Group, LLC | 0.00% | No change | 9,808 | $240K |
| HBW Advisory Services LLC | 0.02% | Reduce -17.3% | 9,590 | $235K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,376 | $230K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.7% | 8,265 | $202K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,197 | $105K |
| AE Wealth Management LLC | 0.00% | New | 3,177 | $78K |
| IMG Wealth Management, Inc. | 0.07% | — | 3,146 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 2,469 | $60K |
| REAP Financial Group, LLC | 0.01% | Reduce -2.0% | 2,367 | $58K |
| Global Retirement Partners, LLC | 0.00% | Add +76.8% | 2,357 | $58K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -23.1% | 2,101 | $52K |
| Ameriflex Group, Inc. | 0.02% | — | 1,722 | $43K |
| PFS Partners, LLC | 0.02% | No change | 1,258 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 440 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 330 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 134 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 134 | $3K |
"% of holder's portfolio" is BUFG's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.