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 |
| Ssi Investment Management LLC | 2.05% | Add +0.4% | 185,146 | $5.2M |
| Lincoln National Corp. | 0.08% | Add +26.7% | 179,092 | $5.0M |
| Capital CS Group, LLC | 4.81% | Add +88.9% | 171,636 | $4.8M |
| Tsfg, LLC | 1.17% | Add +864.2% | 166,626 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +93.9% | 166,564 | $4.7M |
| FOCUS Wealth Advisors, LLC | 2.46% | Add +19.6% | 164,457 | $4.6M |
| Ignite Planners, LLC | 1.28% | Add +189.6% | 163,279 | $4.6M |
| N.E.W. Advisory Services LLC | 0.49% | Reduce -52.0% | 158,095 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +5.9% | 157,340 | $4.4M |
| VitalStone Financial, LLC | 3.30% | Reduce -14.6% | 154,691 | $4.3M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -24.9% | 151,525 | $4.2M |
| Ameritas Advisory Services, LLC | 0.17% | Add +21.7% | 146,676 | $4.1M |
| Atria Investments, Inc | 0.06% | Reduce -0.3% | 143,955 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +62.2% | 140,876 | $3.9M |
| Glen Eagle Advisors, LLC | 0.74% | Add +11.6% | 140,357 | $3.9M |
| Capital Investment Advisory Services, LLC | 0.40% | Add +237.6% | 134,484 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 2.11% | Add +5.3% | 133,311 | $3.7M |
| AdvisorNet Financial, Inc | 0.36% | Add +19.4% | 132,829 | $3.7M |
| Davies Financial Advisors, Inc. | 3.65% | — | 128,054 | $3.6M |
| Andina Capital Management, LLC | 2.79% | New | 127,639 | $3.6M |
| Rehmann Capital Advisory Group | 0.26% | Add +88.1% | 125,153 | $3.5M |
| Edge Capital Group, LLC | 0.17% | Add +37.1% | 124,603 | $3.5M |
| Integrity Financial Corp | 2.37% | Reduce -5.6% | 123,425 | $3.5M |
| Consolidated Portfolio Review Corp | 0.90% | Reduce -3.5% | 122,884 | $3.4M |
| PFG Investments, LLC | 0.21% | New | 122,884 | $3.4M |
| Cambridge Advisors Inc. | 0.79% | Add +3.3% | 119,125 | $3.3M |
| Secured Retirement Advisors, LLC | 2.81% | Add +0.7% | 118,551 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.9% | 115,902 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.9% | 115,902 | $3.2M |
| L.M. Kohn & Company | 0.88% | Add +108.9% | 112,011 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.19% | Add +6.5% | 107,235 | $3.0M |
| AIFG Consultants Ltd. | 2.13% | Reduce -18.1% | 105,473 | $2.9M |
| Jacobi Capital Management LLC | 0.27% | Add +372.2% | 103,360 | $2.9M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +2.5% | 101,468 | $2.8M |
| Navalign, LLC | 0.93% | Add +52.8% | 100,610 | $2.8M |
| USAdvisors Wealth Management, LLC | 1.06% | Reduce -3.2% | 100,520 | $2.8M |
| Regal Investment Advisors LLC | 0.19% | New | 99,790 | $2.8M |
| Synovus Financial Corp. | 0.04% | Add +22.0% | 99,426 | $2.8M |
| Old Mission Capital LLC | 0.07% | New | 99,083 | $2.8M |
| Prostatis Group LLC | 1.03% | Reduce -12.2% | 97,314 | $2.7M |
| PCG Wealth Advisors, LLC | 1.29% | Reduce -46.0% | 97,003 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +158.0% | 96,444 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -96.7% | 96,122 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +41.1% | 95,660 | $2.7M |
| Freedom Investment Management, Inc. | 0.21% | Reduce -23.6% | 95,541 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.48% | Reduce -2.0% | 95,943 | $2.7M |
| Wedbush Securities Inc. | 0.09% | Add +13.9% | 89,826 | $2.5M |
| Sweet Financial Partners, LLC | 0.57% | Reduce -82.3% | 88,280 | $2.5M |
| NWF Advisory Services Inc. | 0.41% | Add +5.7% | 87,926 | $2.5M |
| First Hawaiian Bank | 0.08% | No change | 87,647 | $2.5M |
| Householder Group Estate & Retirement Specialist, LLC | 0.71% | Add +61.1% | 85,668 | $2.4M |
| Central Pacific Bank - Trust Division | 0.31% | — | 84,325 | $2.4M |
| TFB Advisors LLC | 0.82% | Add +5.4% | 81,936 | $2.3M |
| Perennial Investment Advisors, LLC | 0.34% | Add +43.7% | 80,077 | $2.2M |
| First Heartland Consultants, Inc. | 0.23% | Reduce -22.6% | 79,092 | $2.2M |
| Madrona Financial Services, LLC | 0.75% | Reduce -17.3% | 76,737 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +59.8% | 75,341 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -14.7% | 75,242 | $2.1M |
| Wagner Wealth Management, LLC | 0.61% | New | 71,214 | $2.0M |
| Flagstar Securities, Inc. | 0.54% | Add +19.7% | 69,980 | $2.0M |
| Rovin Capital /Ut/ | 0.79% | Add +189.1% | 68,869 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 0.99% | Add +34.7% | 67,180 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.92% | Add +61.8% | 62,767 | $1.8M |
| HBW Advisory Services LLC | 0.32% | No change | 64,690 | $1.7M |
| Silver Oak Securities, Incorporated | 0.26% | Add +11.0% | 59,837 | $1.7M |
| Iams Wealth Management, LLC | 0.99% | Reduce -48.0% | 58,617 | $1.6M |
| Magnolia Capital Advisors LLC | 1.26% | Reduce -0.2% | 55,235 | $1.5M |
| IFP Advisors, Inc | 0.06% | Reduce -20.6% | 52,214 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +47.4% | 49,985 | $1.4M |
| RDA Financial Network | 0.47% | Reduce -1.4% | 48,853 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +17.4% | 48,569 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +3.6% | 46,758 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +32.6% | 46,652 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.28% | Add +92.8% | 46,605 | $1.3M |
| Intrua Financial, LLC | 0.20% | New | 46,311 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -4.4% | 45,731 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +10.7% | 43,432 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -22.1% | 42,339 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -18.0% | 44,889 | $1.1M |
| Lion Street Advisors, LLC | 0.43% | No change | 39,190 | $1.0M |
| Pursue Wealth Partners LLC | 0.61% | New | 37,000 | $1.0M |
| Stephens Inc. | 0.02% | Reduce -4.2% | 36,358 | $1.0M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -0.3% | 36,233 | $1.0M |
| Larson Financial Group LLC | 0.08% | No change | 35,305 | $987K |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +190.8% | 33,919 | $948K |
| Belpointe Asset Management LLC | 0.07% | New | 33,137 | $927K |
| Pinnacle Associates Ltd. | 0.01% | Add +8.6% | 32,950 | $921K |
| Private Advisory Group LLC | 0.13% | Add +1.1% | 32,924 | $921K |
| Global Retirement Partners, LLC | 0.03% | Add +64.5% | 31,262 | $874K |
| Principal Securities, Inc. | 0.03% | Add +51.2% | 31,223 | $873K |
| Keystone Financial Group | 0.13% | New | 30,893 | $864K |
| WCG Wealth Advisors LLC | 0.07% | Add +53.2% | 30,450 | $851K |
| Independent Wealth Network Inc. | 0.39% | New | 29,338 | $820K |
| TrueWealth Advisors, LLC | 0.31% | Add +51.5% | 29,083 | $813K |
| Castleview Partners, LLC | 0.45% | Add +13.5% | 29,053 | $812K |
| Ergawealth Advisors, Inc. | 0.44% | New | 28,532 | $798K |
| EWG Elevate Inc. | 0.30% | New | 27,763 | $776K |
| EverSource Wealth Advisors, LLC | 0.06% | New | 27,886 | $770K |
| Alliance Wealth Advisors, LLC | 0.49% | Add +8.7% | 27,454 | $768K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Add +4.8% | 27,250 | $762K |
| FSA Advisors, Inc. | 0.82% | Add +54.1% | 27,220 | $761K |
| Quad-Cities Investment Group, LLC | 0.45% | Add +128.3% | 27,220 | $761K |
| Bokf, NA | 0.01% | No change | 26,804 | $748K |
| Essex Financial Services, Inc. | 0.07% | Add +45.1% | 26,435 | $739K |
| Tyler-Stone Wealth Management | 0.32% | Add +598.2% | 25,625 | $716K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +23.3% | 25,375 | $709K |
| Family Capital Management, Inc. | 0.48% | Add +130.1% | 24,795 | $693K |
| Axxcess Wealth Management, LLC | 0.02% | New | 23,778 | $665K |
| Cresset Asset Management, LLC | 0.00% | Add +73.0% | 23,671 | $662K |
| Clarity Capital Partners LLC | 0.42% | Add +32.1% | 22,783 | $637K |
| Cozad Asset Management Inc. | 0.06% | Add +32.8% | 21,771 | $609K |
| Western Wealth Management, LLC | 0.05% | Reduce -64.6% | 21,470 | $600K |
| EdgeRock Capital LLC | 0.47% | No change | 20,940 | $585K |
| Harvest Investment Services, LLC | 0.23% | Add +30.6% | 20,738 | $580K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 20,118 | $562K |
| Capital Advisory Group Advisory Services, LLC | 0.26% | No change | 19,770 | $553K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -0.7% | 19,324 | $540K |
| Claro Advisors Inc. | 0.09% | New | 18,586 | $520K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +41.7% | 18,562 | $519K |
| Citadel Advisors | 0.00% | New | 17,808 | $498K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +3.5% | 17,078 | $478K |
| Sowell Financial Services LLC | 0.02% | Add +1.3% | 15,634 | $437K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -29.9% | 15,270 | $427K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 15,251 | $426K |
| Morgan Stanley | 0.00% | Add +10.6% | 14,192 | $397K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -98.0% | 13,069 | $365K |
| Imprint Wealth LLC | 0.08% | New | 12,509 | $349K |
| Arete Wealth Advisors, LLC | 0.03% | New | 12,340 | $345K |
| Apeiron RIA LLC | 0.10% | Reduce -5.2% | 12,135 | $339K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -12.1% | 11,956 | $334K |
| Advisory Services Network, LLC | 0.01% | Reduce -82.3% | 11,842 | $331K |
| Apollon Financial, LLC | 0.11% | New | 11,444 | $320K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Reduce -1.3% | 10,921 | $305K |
| Prosperity Financial Group, Inc. | 0.19% | New | 10,816 | $302K |
| Lanark Financial, Inc. | 0.03% | Add +124.3% | 10,717 | $299K |
| Two Sigma Securities, LLC | 0.01% | New | 10,557 | $295K |
| Independent Advisor Alliance | 0.01% | New | 10,465 | $293K |
| Strategic Financial Concepts, LLC | 0.07% | New | 10,082 | $282K |
| MAI Capital Management | 0.00% | No change | 9,321 | $261K |
| American Institute for Advanced Investment Management, LLP | 0.20% | New | 9,175 | $257K |
| Element Wealth, LLC | 0.15% | New | 9,000 | $252K |
| Sunbelt Securities, Inc. | 0.03% | New | 9,000 | $252K |
| LexAurum Advisors, LLC | 0.06% | Reduce -8.1% | 8,908 | $249K |
| Garden State Investment Advisory Services LLC | 0.09% | No change | 8,850 | $247K |
| Echo Wealth Management, LLC | 0.20% | Reduce -1.3% | 8,683 | $243K |
| Legacy Edge Advisors, LLC | 0.05% | New | 8,591 | $240K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $237K |
| Cascade Investment Group, Inc. | 0.17% | New | 8,342 | $233K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $233K |
| Brass Tax Wealth Management, Inc. | 0.12% | — | 8,197 | $229K |
| Private Portfolio Partners LLC | 0.05% | Reduce -1.9% | 8,185 | $229K |
| GPS Wealth Strategies Group, LLC | 0.04% | New | 8,138 | $228K |
| PFG Advisors | 0.02% | New | 8,021 | $224K |
| Capital Analysts, LLC | 0.01% | No change | 7,819 | $219K |
| Masso Torrence Wealth Management Inc. | 0.13% | Reduce -4.6% | 7,820 | $219K |
| JPMorgan Chase & Co. | 0.00% | Add +84.1% | 7,706 | $215K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -6.1% | 7,651 | $214K |
| Benjamin Edwards Inc. | 0.04% | Reduce -2.6% | 6,456 | $181K |
| Retirement Group, LLC | 0.06% | New | 6,110 | $171K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | No change | 5,502 | $154K |
| Tucker Asset Management LLC | 0.02% | New | 3,625 | $101K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,397 | $95K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 2,800 | $74K |
| Global Assets Advisory, LLC | 0.04% | New | 2,630 | $73K |
| Fifth Third Bancorp | 0.00% | New | 2,442 | $68K |
| Scarborough Advisors, LLC | 0.03% | Add +20.5% | 2,183 | $61K |
| Comerica Bank | 0.00% | Add +608.9% | 1,985 | $56K |
| Assetmark, Inc. | 0.00% | Add +88.1% | 1,885 | $53K |
| Archer Investment Corp | 0.01% | No change | 1,779 | $50K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,772 | $50K |
| Avior Wealth Management, LLC | 0.00% | Add +308.9% | 1,693 | $47K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,663 | $46K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $46K |
| Citigroup Inc. | 0.00% | New | 1,600 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,243 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,150 | $32K |
| Macroview Investment Management LLC | 0.03% | Add +175.6% | 1,072 | $30K |
| Clear Point Advisors Inc. | 0.02% | Add +1.0% | 1,035 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 369 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 370 | $10K |
| REAP Financial Group, LLC | 0.00% | New | 263 | $7K |
| Abich Financial Wealth Management LLC | 0.00% | New | 73 | $2K |
| Kelly Financial Services LLC | 0.00% | New | 53 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 53 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 30 | $839 |
| Bank of America Corp. | 0.00% | New | 20 | $559 |
| FMR LLC | 0.00% | No change | 1 | $28 |
"% 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.