FT Vest Buffered AllocationBUFGETF

13F holders, Q3 2025 (September 30)
77holders −12
6new positions
14sold out
1famous investor
$26.92avg. 13F price*

At the end of Q3 2025, 77 institutions reported holding FT Vest Buffered Allocation (BUFG) in their 13F filings, down 12 from Q2 2025. 6 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($30.3M), Commonwealth Equity Services, LLC ($26.5M) and LPL Financial LLC ($21.2M). 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 (Q3 2025)
CUSIP
33740U778
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 73Q1 2024Q2 2024: 78Q2 2024Q3 2024: 83Q3 2024Q4 2024: 84Q4 2024Q1 2025: 89Q1 2025Q2 2025: 89Q2 2025Q3 2025: 77Q3 2025Q4 2025: 88Q4 2025Q1 2026: 88Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$2.8M
Exits14$6.6M

All 13F filers, Q2 2025 → Q3 2025: 690,091 shares bought and 492,410 shares sold, net +197,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Envestnet Asset Management Inc. 0.01% Add +40.0% 1,122,992 $30.3M
Commonwealth Equity Services, LLC 0.03% Reduce -5.7% 984,282 $26.5M
LPL Financial LLC 0.01% Add +9.8% 787,171 $21.2M
Centennial Wealth Advisory LLC 4.55% Add +6.9% 606,362 $16.3M
Cetera Investment Advisers 0.01% Reduce -4.8% 406,138 $10.9M
Osaic Holdings, Inc. 0.01% Add +5.0% 350,601 $9.3M
Cwm, LLC 0.02% Add +2.5% 284,355 $7.7M
FreeGulliver LLC 3.38% Reduce -14.8% 279,835 $7.5M
Synovus Financial Corp. 0.08% Reduce -3.1% 264,457 $7.1M
Assetmark, Inc. 0.01% Add +6.0% 246,069 $6.6M
Geneos Wealth Management Inc. 0.14% Reduce -0.3% 211,968 $5.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.7% 174,526 $4.7M
World Equity Group, Inc. 1.04% Add +0.4% 170,410 $4.6M
Ellsworth Advisors, LLC 0.73% Add +3.5% 128,002 $3.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.3% 110,342 $3.0M
Valtinson Bruner Financial Planning LLC 0.87% Add +1.1% 109,147 $2.9M
Lunt Capital Management, Inc. 1.05% Reduce -1.6% 101,523 $2.7M
Integrated Wealth Concepts LLC 0.02% Reduce -31.9% 99,057 $2.7M
Transcend Capital Advisors, LLC 0.18% Add +29.1% 96,858 $2.6M
Advisory Services Network, LLC 0.04% Reduce -9.1% 94,197 $2.5M
Rovin Capital /Ut/ 0.66% Add +7.3% 88,375 $2.4M
Private Advisor Group, LLC 0.01% New 84,542 $2.3M
Tradition Wealth Management, LLC 0.15% Add +16.7% 76,402 $2.1M
Kestra Advisory Services, LLC 0.01% Add +23.8% 66,334 $1.8M
MML Investors Services, LLC 0.00% Add +9.7% 63,110 $1.7M
Aptus Capital Advisors, LLC 0.01% Reduce -8.4% 55,263 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -5.3% 53,532 $1.4M
FSB Premier Wealth Management, Inc. 0.47% No change 52,944 $1.4M
Mariner, LLC 0.00% Add +33.4% 38,306 $1.0M
Harvest Investment Services, LLC 0.21% Add +5.1% 38,197 $1.0M
Novem Group 0.11% Reduce -0.5% 35,807 $965K
Jaffetilchin Investment Partners, LLC 0.05% No change 33,120 $892K
Onyx Bridge Wealth Group LLC 0.09% No change 30,322 $817K
PFG Advisors 0.03% Add +27.5% 28,212 $760K
Gateway Wealth Partners, LLC 0.10% Add +34.3% 28,142 $758K
Financial Guidance Group, Inc. 0.34% Reduce -6.1% 28,037 $755K
Harbour Investments, Inc. 0.02% Reduce -6.2% 27,730 $747K
Ameritas Advisory Services, LLC 0.05% Reduce -16.8% 26,500 $714K
Sigma Planning Corp 0.02% Add +0.7% 26,449 $713K
Iams Wealth Management, LLC 0.28% No change 25,776 $694K
Citadel Advisors 0.00% Add +49.5% 25,729 $693K
Rockefeller Capital Management L.P. 0.00% Reduce -0.4% 24,836 $669K
Brookstone Capital Management 0.01% Add +0.6% 23,105 $622K
Clear Creek Financial Management, LLC 0.05% Reduce -0.4% 23,100 $622K
Financial Network Wealth Advisors LLC 0.65% Reduce -2.8% 22,037 $594K
Wealthcare Advisory Partners LLC 0.01% No change 21,273 $573K
TCFG Wealth Management, LLC 0.22% Reduce -7.5% 20,907 $563K
Centaurus Financial, Inc. 0.03% Add +12.2% 19,990 $539K
DHJJ Financial Advisors, Ltd. 0.18% Reduce -4.9% 19,642 $529K
American Trust 0.04% Reduce -0.4% 18,494 $498K
Avior Wealth Management, LLC 0.01% Reduce -15.6% 15,813 $426K
CreativeOne Wealth, LLC 0.01% Add +18.2% 15,255 $411K
Capital Analysts, LLC 0.01% New 12,569 $339K
Arkadios Wealth Advisors 0.01% Add +44.6% 12,166 $328K
KFG Wealth Management, LLC 0.05% No change 12,140 $327K
Crewe Advisors LLC 0.03% Reduce -3.3% 11,115 $299K
TFB Advisors LLC 0.08% Reduce -7.7% 10,431 $280K
Janney Montgomery Scott LLC 0.00% Add +6.3% 10,022 $270K
Simplicity Wealth,LLC 0.02% Reduce -51.6% 9,848 $265K
HBW Advisory Services LLC 0.03% No change 9,590 $258K
Atria Investments, Inc 0.00% Reduce -0.4% 8,810 $237K
Kelly Financial Services LLC 0.06% Reduce -1.8% 8,192 $221K
JPMorgan Chase & Co. 0.00% New 3,746 $101K
IFP Advisors, Inc 0.00% Add +13.8% 3,160 $85K
Global Retirement Partners, LLC 0.00% Reduce -0.2% 2,359 $64K
REAP Financial Group, LLC 0.01% Reduce -0.8% 2,264 $61K
Ameriflex Group, Inc. 0.02% New 2,224 $60K
Sunbelt Securities, Inc. 0.00% No change 2,101 $57K
IMG Wealth Management, Inc. 0.03% Reduce -16.3% 1,420 $38K
PFS Partners, LLC 0.02% No change 1,258 $34K
Evolution Wealth Management Inc. 0.03% No change 920 $25K
Smartleaf Asset Management LLC 0.00% New 495 $13K
NewEdge Advisors, LLC 0.00% No change 440 $12K
Royal Bank of Canada 0.00% Reduce -28.5% 422 $11K
Larson Financial Group LLC 0.00% No change 330 $9K
American National Bank & Trust 0.00% No change 245 $7K
Principal Securities, Inc. 0.00% New 215 $6K

"% of holder's portfolio" is BUFG's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.