FT Vest Buffered AllocationBUFGETF
13F holders, Q2 2025 (June 30)89holders
9new positions
12sold out
1famous investor
$25.55avg. 13F price*
At the end of Q2 2025, 89 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, unchanged from Q1 2025. 9 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($26.6M), Envestnet Asset Management Inc. ($20.5M) and LPL Financial LLC ($18.3M). 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 2025)
- CUSIP
- 33740U778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.8M |
| Exits | 12 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 369,207 shares bought and 621,223 shares sold, net −252,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +0.5% | 1,043,204 | $26.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 801,978 | $20.5M |
| LPL Financial LLC | 0.01% | Reduce -13.0% | 717,169 | $18.3M |
| Centennial Wealth Advisory LLC | 4.61% | Add +4.6% | 567,207 | $14.5M |
| Cetera Investment Advisers | 0.02% | Reduce -2.7% | 426,838 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.7% | 333,964 | $8.5M |
| FreeGulliver LLC | 3.87% | Reduce -1.2% | 328,513 | $8.4M |
| Cwm, LLC | 0.03% | Reduce -6.4% | 277,370 | $7.1M |
| Synovus Financial Corp. | 0.09% | Reduce -2.8% | 272,927 | $7.0M |
| Assetmark, Inc. | 0.01% | Add +16.3% | 232,252 | $5.9M |
| Geneos Wealth Management Inc. | 0.13% | Add +67.2% | 212,705 | $5.4M |
| World Equity Group, Inc. | 1.18% | Reduce -8.6% | 169,675 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 162,034 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -9.8% | 152,954 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.4% | 145,503 | $3.7M |
| Ellsworth Advisors, LLC | 0.77% | Add +1.7% | 123,664 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 111,783 | $2.9M |
| Valtinson Bruner Financial Planning LLC | 0.86% | Reduce 0.0% | 107,921 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -6.8% | 103,624 | $2.7M |
| Lunt Capital Management, Inc. | 1.01% | Reduce -13.6% | 103,161 | $2.6M |
| Rovin Capital /Ut/ | 0.64% | Reduce -8.4% | 82,367 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Add +49.7% | 75,005 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.8% | 66,868 | $1.7M |
| Tradition Wealth Management, LLC | 0.13% | Add +23.5% | 65,490 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.0% | 60,315 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 57,520 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | No change | 56,521 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.1% | 53,592 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.48% | Reduce -4.5% | 52,944 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.8% | 46,844 | $1.2M |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.3% | 45,773 | $1.2M |
| Harvest Investment Services, LLC | 0.21% | Reduce -9.5% | 36,352 | $928K |
| Novem Group | 0.12% | Reduce -2.0% | 35,977 | $919K |
| Jaffetilchin Investment Partners, LLC | 0.06% | No change | 33,120 | $846K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -35.0% | 31,858 | $814K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -3.7% | 30,322 | $774K |
| Financial Guidance Group, Inc. | 0.37% | Reduce -2.0% | 29,852 | $762K |
| Harbour Investments, Inc. | 0.02% | Reduce -25.0% | 29,547 | $755K |
| Mariner, LLC | 0.00% | Add +7.5% | 28,719 | $733K |
| Sigma Planning Corp | 0.02% | Add +0.6% | 26,277 | $671K |
| Iams Wealth Management, LLC | 0.30% | No change | 25,776 | $658K |
| UBS Group AG | 0.00% | Add +3.3% | 25,385 | $648K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.1% | 24,935 | $637K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.8% | 23,200 | $593K |
| Brookstone Capital Management | 0.01% | Add +32.8% | 22,957 | $586K |
| Financial Network Wealth Advisors LLC | 0.70% | Reduce -0.0% | 22,668 | $579K |
| TCFG Wealth Management, LLC | 0.26% | Add +1.4% | 22,597 | $577K |
| PFG Advisors | 0.03% | Add +7.4% | 22,125 | $565K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 21,273 | $543K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -63.7% | 20,975 | $536K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -9.8% | 20,948 | $535K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Add +0.1% | 20,662 | $528K |
| Simplicity Wealth,LLC | 0.02% | Add +103.5% | 20,350 | $520K |
| Old Mission Capital LLC | 0.01% | Add +37.0% | 19,442 | $497K |
| Avior Wealth Management, LLC | 0.02% | Add +18.4% | 18,726 | $478K |
| American Trust | 0.04% | New | 18,562 | $474K |
| Centaurus Financial, Inc. | 0.03% | Add +1.3% | 17,819 | $455K |
| Citadel Advisors | 0.00% | Reduce -60.3% | 17,208 | $439K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.5% | 12,910 | $330K |
| KFG Wealth Management, LLC | 0.05% | Reduce -1.6% | 12,140 | $310K |
| Crewe Advisors LLC | 0.04% | New | 11,497 | $294K |
| TFB Advisors LLC | 0.08% | Add +0.0% | 11,306 | $289K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -25.9% | 10,296 | $263K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -25.9% | 10,296 | $263K |
| HBW Advisory Services LLC | 0.03% | No change | 9,590 | $245K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,431 | $241K |
| Black Point Wealth Management | 6.76% | Reduce -68.9% | 9,255 | $236K |
| Atria Investments, Inc | 0.00% | New | 8,846 | $226K |
| Arkadios Wealth Advisors | 0.01% | New | 8,416 | $215K |
| Kelly Financial Services LLC | 0.06% | New | 8,342 | $213K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -8.3% | 8,232 | $210K |
| Wedbush Securities Inc. | 0.01% | New | 8,015 | $205K |
| Jones Financial Companies LLLP | 0.00% | New | 3,900 | $99K |
| AE Wealth Management LLC | 0.00% | No change | 3,145 | $80K |
| IFP Advisors, Inc | 0.00% | Add +12.5% | 2,777 | $71K |
| Global Retirement Partners, LLC | 0.00% | — | 2,364 | $60K |
| REAP Financial Group, LLC | 0.01% | Reduce -2.4% | 2,283 | $58K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,101 | $51K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -9.6% | 1,696 | $43K |
| PFS Partners, LLC | 0.02% | No change | 1,258 | $32K |
| Evolution Wealth Management Inc. | 0.03% | — | 920 | $23K |
| Raymond James Financial Inc. | 0.00% | New | 597 | $15K |
| Royal Bank of Canada | 0.00% | New | 590 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 440 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 330 | $8K |
| Arax Advisory Partners | 0.00% | No change | 300 | $8K |
| American National Bank & Trust | 0.00% | No change | 245 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | — | 44 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -32.3% | 44 | $1K |
"% of holder's portfolio" is BUFG's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.