FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q2 2026 (June 30)
539holders +31
62new positions
26sold out
3famous investors
$36.45avg. 13F price*

At the end of Q2 2026, 539 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 31 from Q1 2026. 62 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($1.7B), Cetera Investment Advisers ($513.9M) and Envestnet Asset Management Inc. ($348.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
FT Vest Lad Buffervetf-Usd I
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2026)
CUSIP
33740F755
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 287Q1 2024Q2 2024: 326Q2 2024Q3 2024: 352Q3 2024Q4 2024: 418Q4 2024Q1 2025: 434Q1 2025Q2 2025: 439Q2 2025Q3 2025: 439Q3 2025Q4 2025: 503Q4 2025Q1 2026: 508Q1 2026Q2 2026: 539Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions62$159.2M
Exits26$91.0M

All 13F filers, Q1 2026 → Q2 2026: 21,357,750 shares bought and 7,669,070 shares sold, net +13,688,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 539 holders

LPL Financial LLC 0.39% Add +0.8% 47,463,109 $1.7B
Cetera Investment Advisers 0.47% Add +4.5% 14,067,678 $513.9M
Envestnet Asset Management Inc. 0.08% Add +7.4% 9,547,720 $348.8M
Commonwealth Equity Services, LLC 0.44% Reduce -4.4% 9,477,811 $346.2M
Osaic Holdings, Inc. 0.35% Add +6.0% 8,180,750 $298.8M
Raymond James Financial Inc. 0.08% Add +26.8% 7,703,236 $281.4M
Morgan Stanley 0.01% Add +32.7% 7,283,987 $266.1M
Royal Bank of Canada 0.03% Add +7.3% 5,074,420 $185.4M
Wells Fargo & Company 0.02% Add +29.3% 3,894,320 $142.3M
MML Investors Services, LLC 0.28% Add +25.5% 3,766,840 $137.6M
Cambridge Investment Research Advisors, Inc. 0.29% Add +7.2% 3,527,503 $128.9M
Wealth Enhancement Advisory Services, LLC 0.21% Add +10.3% 3,375,302 $124.2M
Private Advisor Group, LLC 0.56% Add +2.3% 3,346,495 $122.2M
Truist Financial Corp. 0.13% Add +38.6% 2,991,257 $109.3M
NewEdge Advisors, LLC 0.32% Add +1.9% 2,983,447 $109.0M
Kestra Advisory Services, LLC 0.32% Add +8.8% 2,725,740 $99.6M
Harbour Investments, Inc. 1.32% Add +2.7% 2,685,827 $98.1M
Howard Capital Management, LLC 1.11% Add +8.7% 2,545,521 $93.0M
Gladstone Institutional Advisory LLC 2.42% Add +33.9% 2,099,250 $76.7M
Kestra Private Wealth Services, LLC 0.75% Reduce -7.3% 1,856,317 $67.8M
Macro Advisors, Inc. 20.63% Reduce -11.1% 1,771,732 $64.7M
NorthRock Partners, LLC 0.90% Add +18.0% 1,687,130 $61.6M
Aptus Capital Advisors, LLC 0.43% Add +0.8% 1,627,130 $59.4M
Guardian Wealth Advisors, LLC / NC 3.07% Add +1.6% 1,484,319 $54.2M
Janney Montgomery Scott LLC 0.10% Add +11.6% 1,429,695 $52.2M
IHT Wealth Management, LLC 1.10% Reduce -15.3% 1,411,271 $51.6M
McKinney Capital Management, LLC 19.17% Add +7.3% 1,331,602 $48.6M
Integrated Wealth Concepts LLC 0.29% Reduce -1.1% 1,216,069 $44.4M
Equitable Holdings, Inc. 0.25% Add +6.4% 1,160,700 $42.4M
Legacy Financial Group LLC 4.43% New 1,077,400 $39.4M
Milestone Asset Management, LLC 5.98% Reduce -0.9% 1,040,780 $38.0M
Prosperity Consulting Group, LLC 1.38% Add +9.1% 995,937 $36.4M
CreativeOne Wealth, LLC 0.78% Add +13.6% 993,876 $36.3M
Tradition Wealth Management, LLC 2.09% Reduce -13.2% 935,346 $34.2M
Bouchey Financial Group, Ltd. 2.20% New 931,941 $34.0M
Brookstone Capital Management 0.34% Add +4.3% 919,740 $33.6M
Triad Wealth Partners, LLC 1.97% Reduce -5.0% 895,856 $33.2M
Sound View Wealth Advisors Group, LLC 2.00% Reduce -0.0% 882,918 $32.3M
Independent Financial Group, LLC 0.60% Add +3.4% 872,837 $31.9M
Ausdal Financial Partners, Inc. 1.18% Add +5.3% 826,208 $30.2M
Creative Financial Designs Inc. 1.33% Add +144.4% 767,287 $28.0M
Goldstone Financial Group, LLC 2.54% Reduce -26.1% 760,367 $27.8M
Merit Financial Group, LLC 0.17% Add +308.4% 759,755 $27.8M
Sanctuary Advisors, LLC 0.13% Add +2.2% 746,900 $27.3M
Stratos Wealth Partners, LTD. 0.27% Add +20.6% 731,800 $26.7M
Ignite Planners, LLC 3.52% Add +0.1% 702,030 $25.6M
StoneX Group Inc. 1.03% Reduce -3.7% 701,880 $25.6M
HBW Advisory Services LLC 2.24% Add +4.4% 679,297 $24.8M
Valtinson Bruner Financial Planning LLC 6.07% Add +6.6% 663,198 $24.2M
HighTower Advisors, LLC 0.02% Add +11.8% 650,954 $23.8M
Symphony Financial Services, Inc. 10.07% Add +24.8% 613,484 $22.4M
Holos Integrated Wealth LLC 10.43% Add +4.3% 610,376 $22.3M
Prime Capital Investment Advisors, LLC 0.21% Add +10.0% 602,632 $22.0M
Reyes Financial Architecture, Inc. 11.79% Add +105001.3% 575,955 $21.0M
Flagship Harbor Advisors, LLC 0.79% Add +2.8% 568,550 $20.8M
Rockefeller Capital Management L.P. 0.03% Add +38.3% 552,106 $20.2M
VestGen Advisors, LLC 0.59% Reduce -0.4% 550,364 $20.1M
Prospera Financial Services Inc 0.29% Reduce -27.7% 549,627 $20.1M
Ameritas Advisory Services, LLC 0.41% Add +367.1% 548,284 $20.0M
RFG Advisory, LLC 0.31% Reduce -10.2% 539,708 $19.7M
Cooper Financial Group 1.58% Add +2.6% 522,233 $19.1M
Foundations Investment Advisors, LLC 0.20% Add +5.2% 522,021 $19.1M
IMG Wealth Management, Inc. 10.31% Add +3.3% 506,640 $18.5M
Koshinski Asset Management, Inc. 0.96% Add +14.6% 494,781 $18.1M
Hibernia Wealth Partners, LLC 9.73% Reduce -50.3% 491,874 $18.0M
Solano Wealth Investment Advisors LLC 8.14% Reduce -1.1% 489,588 $17.9M
Oppenheimer & Co. Inc. 0.19% Add +1.6% 481,156 $17.6M
Centennial Wealth Advisory LLC 3.72% Reduce -1.9% 471,997 $17.2M
Tidemark, LLC 3.87% Reduce -0.9% 470,162 $17.2M
Bleakley Financial Group, LLC 0.22% Add +5.0% 470,034 $17.2M
Goldenstone Wealth Management LLC 11.06% Add +12.2% 463,059 $16.9M
IFG Advisory, LLC 0.58% Add +7380.3% 456,298 $16.7M
Keystone Financial Group 0.95% Add +9.5% 439,583 $16.1M
UBS Group AG 0.00% New 429,389 $15.7M
Hobart Private Capital, LLC 2.67% Add +0.1% 426,520 $15.6M
Great Valley Advisor Group, Inc. 0.25% Reduce -17.1% 426,004 $15.6M
Cooper Capital Advisors LLC 6.74% Add +1.2% 425,348 $15.5M
Strategic Blueprint, LLC 0.76% Reduce -0.3% 415,886 $15.2M
Benjamin Edwards Inc. 0.14% Add +20.5% 410,276 $15.0M
Meridian Wealth Management, LLC 0.46% Add +2.6% 403,016 $14.7M
Key Financial Inc 2.41% Reduce -1.9% 402,453 $14.7M
Arkadios Wealth Advisors 0.23% Reduce -3.1% 402,374 $14.7M
PSI Advisors, LLC 3.41% Reduce -16.4% 402,049 $14.7M
Money Concepts Capital Corp. 0.68% Add +9.7% 401,583 $14.7M
Concurrent Investment Advisors, LLC 0.12% Add +25.7% 398,020 $14.5M
World Investment Advisors 0.24% Add +1.4% 409,382 $14.4M
Capasso Planning Partners LLC 7.03% Reduce -4.9% 385,702 $14.1M
Uniting Wealth Partners, LLC 2.81% Add +1.9% 379,241 $13.9M
Pallas Capital Advisors LLC 0.42% Add +0.1% 371,167 $13.6M
Kovack Advisors, Inc. 0.64% Reduce -5.7% 366,973 $13.4M
Steward Partners Investment Advisory, LLC 0.07% Reduce -2.5% 365,194 $13.3M
Tower Wealth Partners, Inc. 6.41% Reduce -1.1% 355,689 $13.0M
WCG Wealth Advisors LLC 0.31% Add +2.1% 352,462 $12.9M
WealthPLAN Partners, LLC 2.44% Add +3.9% 348,808 $12.7M
AE Wealth Management LLC 0.06% Add +4.3% 346,091 $12.6M
Sigma Planning Corp 0.32% Reduce -1.3% 345,093 $12.6M
Apollon Wealth Management, LLC 0.15% Reduce -0.7% 344,983 $12.6M
Schulz Wealth, LTD. 6.46% — 342,573 $12.5M
HighPoint Advisor Group LLC 0.44% Reduce -0.9% 340,344 $12.4M
Geneos Wealth Management Inc. 0.25% Add +4.0% 337,044 $12.3M

"% of holder's portfolio" is BUFR's weight in each manager's 13F, not the share of FT Vest Lad Buffervetf-Usd I the manager owns.

Show all 539 holders