FT Vest Buffered AllocationBUFGETF
13F holders, Q1 2025 (March 31)89holders +5
12new positions
4sold out
1famous investor
$23.79avg. 13F price*
At the end of Q1 2025, 89 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($24.7M), LPL Financial LLC ($19.6M) and Envestnet Asset Management Inc. ($17.4M). 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 (Q1 2025)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.7M |
| Exits | 4 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 726,179 shares bought and 662,578 shares sold, net +63,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +7.5% | 1,037,846 | $24.7M |
| LPL Financial LLC | 0.01% | Add +9.7% | 824,361 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.9% | 729,645 | $17.4M |
| Centennial Wealth Advisory LLC | 4.69% | Reduce -7.1% | 542,120 | $12.9M |
| Cetera Investment Advisers | 0.02% | Add +4.8% | 438,849 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Add +20.8% | 365,603 | $8.7M |
| FreeGulliver LLC | 4.01% | Add +29.8% | 332,383 | $7.9M |
| Cwm, LLC | 0.03% | Reduce -39.2% | 296,235 | $7.0M |
| Synovus Financial Corp. | 0.09% | Reduce -7.3% | 280,846 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +3.4% | 199,681 | $4.8M |
| World Equity Group, Inc. | 1.26% | Add +1.8% | 185,685 | $4.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +52.0% | 169,471 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.5% | 160,730 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.8% | 139,360 | $3.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +12.7% | 127,203 | $3.0M |
| Ellsworth Advisors, LLC | 0.76% | Add +1.9% | 121,575 | $2.9M |
| Lunt Capital Management, Inc. | 1.03% | Add +4.0% | 119,414 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.8% | 112,275 | $2.7M |
| Advisory Services Network, LLC | 0.05% | Add +2.4% | 111,126 | $2.6M |
| Valtinson Bruner Financial Planning LLC | 0.87% | No change | 107,922 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +251.5% | 104,206 | $2.5M |
| Rovin Capital /Ut/ | 0.69% | Add +6.5% | 89,913 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +14.7% | 64,136 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -5.9% | 62,148 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -2.9% | 57,782 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.3% | 56,521 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.51% | No change | 55,409 | $1.3M |
| Regal Investment Advisors LLC | 0.10% | Add +19.2% | 54,015 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Add +23.4% | 53,040 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.3% | 50,976 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | New | 50,111 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -33.9% | 49,022 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +4.4% | 47,226 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +9.6% | 45,636 | $1.1M |
| Citadel Advisors | 0.00% | Add +98.3% | 43,345 | $1.0M |
| Harvest Investment Services, LLC | 0.27% | Reduce -1.2% | 40,168 | $956K |
| Harbour Investments, Inc. | 0.03% | Add +39.9% | 39,382 | $937K |
| Novem Group | 0.12% | Reduce -8.4% | 36,714 | $873K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.1% | 35,691 | $849K |
| Townsquare Capital LLC | 0.01% | Reduce -1.2% | 34,852 | $829K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -1.5% | 33,120 | $788K |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +2.2% | 31,487 | $749K |
| Financial Guidance Group, Inc. | 0.39% | Reduce -7.2% | 30,477 | $725K |
| Black Point Wealth Management | 4.09% | Reduce -55.6% | 29,750 | $708K |
| Mariner, LLC | 0.00% | Add +9.9% | 26,728 | $636K |
| Sigma Planning Corp | 0.02% | Add +19.8% | 26,117 | $621K |
| GWN Securities Inc. | 0.04% | New | 26,084 | $620K |
| Iams Wealth Management, LLC | 0.28% | No change | 25,776 | $613K |
| UBS Group AG | 0.00% | New | 24,580 | $585K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -1.3% | 23,400 | $557K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -9.6% | 23,228 | $553K |
| Financial Network Wealth Advisors LLC | 0.71% | Add +30.4% | 22,678 | $539K |
| TCFG Wealth Management, LLC | 0.27% | Reduce -0.1% | 22,297 | $530K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 21,273 | $506K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -8.1% | 20,631 | $491K |
| PFG Advisors | 0.03% | Add +104.6% | 20,604 | $490K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -40.2% | 17,918 | $426K |
| Centaurus Financial, Inc. | 0.03% | Add +10.8% | 17,589 | $418K |
| Brookstone Capital Management | 0.01% | Add +3.3% | 17,288 | $411K |
| GPS Wealth Strategies Group, LLC | 0.05% | New | 16,600 | $395K |
| Avior Wealth Management, LLC | 0.01% | No change | 15,813 | $376K |
| Old Mission Capital LLC | 0.01% | New | 14,195 | $338K |
| Foguth Wealth Management, LLC. | 0.08% | Reduce -0.1% | 13,893 | $330K |
| Signal Advisors Wealth, LLC | 0.03% | Add +7.5% | 13,893 | $330K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.3% | 12,890 | $307K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.4% | 12,480 | $297K |
| KFG Wealth Management, LLC | 0.05% | No change | 12,340 | $294K |
| TFB Advisors LLC | 0.08% | Add +11.1% | 11,301 | $269K |
| Jane Street Group, LLC | 0.00% | New | 11,141 | $265K |
| Simplicity Wealth,LLC | 0.02% | New | 10,002 | $238K |
| Merit Financial Group, LLC | 0.00% | No change | 9,808 | $233K |
| HBW Advisory Services LLC | 0.03% | No change | 9,590 | $228K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 9,431 | $224K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -14.6% | 8,972 | $213K |
| AE Wealth Management LLC | 0.00% | Reduce -1.0% | 3,145 | $75K |
| Ameriflex Group, Inc. | 0.03% | Add +62.3% | 2,795 | $66K |
| IFP Advisors, Inc | 0.00% | No change | 2,469 | $59K |
| REAP Financial Group, LLC | 0.01% | Reduce -1.2% | 2,339 | $56K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,101 | $50K |
| IMG Wealth Management, Inc. | 0.04% | Reduce -40.3% | 1,877 | $45K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,652 | $39K |
| PFS Partners, LLC | 0.02% | No change | 1,258 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 440 | $10K |
| Capital Analysts, LLC | 0.00% | New | 396 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 330 | $8K |
| Arax Advisory Partners | 0.00% | New | 300 | $7K |
| American National Bank & Trust | 0.00% | New | 245 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 202 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -51.5% | 65 | $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.