FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q1 2024 (March 31)287holders
2famous investors
$27.95avg. 13F price*
At the end of Q1 2024, 287 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings. The largest holders were LPL Financial LLC ($696.3M), Commonwealth Equity Services, LLC ($167.7M) and Cetera Investment Advisers ($163.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $70.0M |
| Exits | 23 | $49.0M |
Ownership 287 holders
| LPL Financial LLC | 0.37% | Add +13.9% | 24,902,705 | $696.3M |
| Commonwealth Equity Services, LLC | 0.28% | Add +53.2% | 5,997,573 | $167.7M |
| Cetera Investment Advisers | 0.38% | Add +329.5% | 5,834,841 | $163.1M |
| Osaic Holdings, Inc. | 0.28% | Add +10.6% | 4,492,308 | $125.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +16.1% | 3,925,887 | $109.8M |
| Royal Bank of Canada | 0.02% | Add +66.3% | 2,476,080 | $69.2M |
| MML Investors Services, LLC | 0.27% | Add +33.0% | 2,360,224 | $66.0M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +58.0% | 2,279,513 | $63.7M |
| Cwm, LLC | 0.31% | Add +15.4% | 2,276,465 | $63.6M |
| Kestra Advisory Services, LLC | 0.33% | Add +4.9% | 1,760,583 | $49.2M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.9% | 1,753,663 | $49.0M |
| Private Advisor Group, LLC | 0.29% | Add +12.1% | 1,421,685 | $39.8M |
| Kestra Private Wealth Services, LLC | 0.80% | Add +113.9% | 1,262,549 | $35.3M |
| IHT Wealth Management, LLC | 1.38% | Add +10.7% | 1,232,825 | $34.5M |
| Milestone Asset Management, LLC | 9.46% | Add +125.9% | 1,183,862 | $33.1M |
| Tradition Wealth Management, LLC | 3.25% | Reduce -6.5% | 1,146,472 | $32.1M |
| Atria Wealth Solutions, Inc. | 0.35% | Add +13.5% | 1,114,410 | $31.2M |
| Hobart Private Capital, LLC | 9.24% | Add +14.4% | 1,083,815 | $30.3M |
| Harbour Investments, Inc. | 0.97% | Add +28.0% | 983,922 | $27.5M |
| Gladstone Institutional Advisory LLC | 1.50% | Reduce -7.9% | 976,511 | $27.3M |
| Truist Financial Corp. | 0.04% | Add +36.0% | 959,290 | $26.8M |
| Good Life Advisors, LLC | 2.24% | Reduce -1.6% | 903,979 | $25.3M |
| Centennial Wealth Advisory LLC | 10.59% | Add +12.4% | 819,128 | $22.9M |
| Townsquare Capital LLC | 0.32% | Add +35.0% | 783,711 | $21.9M |
| Aptus Capital Advisors, LLC | 0.44% | Add +2532.0% | 731,045 | $20.4M |
| NewEdge Advisors, LLC | 0.18% | Add +37.1% | 718,084 | $20.1M |
| Guardian Wealth Advisors, LLC / NC | 2.45% | Add +2559.9% | 717,115 | $20.1M |
| Creekmur Asset Management LLC | 6.76% | Reduce -15.0% | 706,167 | $19.7M |
| Arkadios Wealth Advisors | 1.46% | Reduce -1.7% | 671,482 | $18.8M |
| RFG Advisory, LLC | 0.61% | Add +0.1% | 640,145 | $17.9M |
| Integrated Wealth Concepts LLC | 0.26% | Add +47.1% | 638,961 | $17.9M |
| NorthRock Partners, LLC | 0.67% | Add +11.0% | 621,133 | $17.4M |
| StoneX Group Inc. | 1.56% | Add +18.7% | 620,801 | $17.4M |
| Concorde Asset Management, LLC | 11.76% | Add +0.3% | 614,906 | $17.2M |
| Goldstone Financial Group, LLC | 3.93% | Add +6.7% | 613,273 | $17.1M |
| WealthPLAN Partners, LLC | 1.73% | Reduce -0.2% | 596,381 | $16.7M |
| Financial Network Wealth Advisors LLC | 15.31% | Reduce -6.6% | 549,926 | $15.4M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +91.0% | 548,647 | $15.3M |
| Mach-1 Financial Group, LLC | 11.55% | Add +6.5% | 541,623 | $15.1M |
| Sound View Wealth Advisors Group, LLC | 1.53% | Add +676.6% | 512,622 | $14.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 511,860 | $14.3M |
| Coppell Advisory Solutions Corp. | 2.45% | — | 464,788 | $13.0M |
| Mariner, LLC | 0.03% | Add +163.5% | 462,801 | $12.9M |
| Amplius Wealth Advisors, LLC | 1.39% | Reduce -63.3% | 442,269 | $12.4M |
| Brookstone Capital Management | 0.22% | Add +23.4% | 438,209 | $12.3M |
| POM Investment Strategies, LLC | 9.86% | Add +6.5% | 430,963 | $12.0M |
| Pitti Group Wealth Management, LLC | 12.93% | Add +0.0% | 414,803 | $11.6M |
| SimpliFi, Inc. | 4.98% | Reduce -2.0% | 389,201 | $10.9M |
| Solitude Financial Services | 4.98% | New | 386,551 | $10.8M |
| PSI Advisors, LLC | 3.85% | Add +261.9% | 381,105 | $10.7M |
| WealthPlan Investment Management, LLC | 1.57% | Reduce -5.5% | 367,344 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +54.1% | 365,711 | $10.2M |
| First Horizon Advisors, Inc. | 0.32% | Add +0.2% | 364,419 | $10.2M |
| Drake & Associates, LLC | 3.71% | Add +6.7% | 363,205 | $10.2M |
| Tower Wealth Partners, Inc. | 6.57% | Add +0.4% | 361,984 | $10.1M |
| Simplicity Wealth,LLC | 0.24% | New | 355,987 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +53.7% | 340,622 | $9.5M |
| RiverTree Advisors, LLC | 6.35% | Reduce -19.1% | 338,462 | $9.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +16.5% | 331,785 | $9.3M |
| Foundations Investment Advisors, LLC | 0.24% | Reduce -60.0% | 327,200 | $9.1M |
| Redhawk Wealth Advisors, Inc. | 1.48% | Add +5.4% | 326,105 | $9.1M |
| Schulz Wealth, LTD. | 7.68% | Reduce -2.8% | 321,463 | $9.0M |
| Prospera Financial Services Inc | 0.27% | Reduce -58.8% | 320,279 | $9.0M |
| Hibernia Wealth Partners, LLC | 5.98% | Add +23.7% | 314,552 | $8.8M |
| Key Financial Inc | 2.20% | Add +5.8% | 309,168 | $8.6M |
| ABLE Financial Group, LLC | 3.31% | New | 301,639 | $8.4M |
| CreativeOne Wealth, LLC | 0.34% | Add +109.6% | 301,569 | $8.4M |
| Triton Wealth Management, PLLC | 5.77% | Add +29.9% | 300,874 | $8.3M |
| Strategic Blueprint, LLC | 0.59% | Add +1048.3% | 296,526 | $8.3M |
| Bleakley Financial Group, LLC | 0.23% | Add +108.1% | 284,557 | $8.0M |
| Money Concepts Capital Corp. | 0.73% | Add +90.5% | 284,490 | $8.0M |
| Independent Financial Group, LLC | 0.37% | Add +16.6% | 284,406 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +89.4% | 282,120 | $7.9M |
| ICA Group Wealth Management, LLC | 1.57% | Add +27.8% | 280,415 | $7.8M |
| Valtinson Bruner Financial Planning LLC | 3.34% | Add +49.1% | 280,066 | $7.8M |
| Centaurus Financial, Inc. | 0.54% | Add +18.9% | 274,620 | $7.7M |
| World Equity Group, Inc. | 1.55% | Add +2.5% | 270,190 | $7.6M |
| Sigma Planning Corp | 0.23% | Add +236.6% | 262,748 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +19.1% | 258,834 | $7.2M |
| IFG Advisory, LLC | 0.53% | Add +83.1% | 255,518 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +400.0% | 242,290 | $6.8M |
| Naviter Wealth, LLC | 1.06% | New | 232,732 | $6.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +27.0% | 232,236 | $6.5M |
| Financial Futures Ltd Liability Co. | 4.17% | Add +10.6% | 225,040 | $6.3M |
| OneDigital Investment Advisors LLC | 0.10% | Add +5.0% | 223,722 | $6.3M |
| Higgins & Schmidt Wealth Strategies LLC | 4.59% | Add +0.1% | 222,764 | $6.2M |
| Columbia Advisory Partners LLC | 6.31% | Reduce -7.6% | 222,647 | $6.2M |
| HFG Wealth Management, LLC | 3.63% | Add +17.5% | 220,713 | $6.2M |
| Equitable Holdings, Inc. | 0.07% | Add +147.5% | 219,933 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.2% | 217,883 | $6.1M |
| Twin Peaks Wealth Advisors, LLC | 3.37% | Add +82.5% | 216,832 | $6.1M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -4.8% | 212,621 | $5.9M |
| Delta Investment Management, LLC | 1.34% | New | 210,750 | $5.9M |
| Philip James Wealth Mangement, LLC | 4.16% | Add +5.7% | 209,840 | $5.9M |
| Purus Wealth Management, LLC | 2.86% | Reduce -1.0% | 207,137 | $5.8M |
| Cooper Financial Group | 0.93% | Add +638.3% | 202,695 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -13.7% | 201,000 | $5.6M |
| Encompass More Asset Management | 4.53% | Add +35.6% | 195,618 | $5.5M |
| CoreCap Advisors, LLC | 0.28% | Add +3.4% | 192,146 | $5.4M |
| Clarus Group, Inc. | 3.69% | Reduce -2.7% | 188,280 | $5.3M |
"% 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.