FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q2 2024 (June 30)326holders +39
52new positions
17sold out
2famous investors
$28.87avg. 13F price*
At the end of Q2 2024, 326 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 39 from Q1 2024. 52 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($855.1M), Cetera Investment Advisers ($212.5M) and Commonwealth Equity Services, LLC ($189.3M). 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 (Q2 2024)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $45.5M |
| Exits | 17 | $20.8M |
All 13F filers, Q1 2024 → Q2 2024: 24,399,278 shares bought and 3,374,218 shares sold, net +21,025,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 326 holders
| LPL Financial LLC | 0.43% | Add +18.7% | 29,567,785 | $855.1M |
| Cetera Investment Advisers | 0.49% | Add +25.9% | 7,346,995 | $212.5M |
| Commonwealth Equity Services, LLC | 0.30% | Add +9.1% | 6,545,859 | $189.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +37.6% | 5,403,865 | $156.3M |
| Osaic Holdings, Inc. | 0.31% | Add +1.3% | 4,552,089 | $131.6M |
| Royal Bank of Canada | 0.03% | Add +47.1% | 3,643,122 | $105.4M |
| Cwm, LLC | 0.44% | Add +41.8% | 3,228,381 | $93.4M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +19.1% | 2,715,095 | $78.5M |
| MML Investors Services, LLC | 0.32% | Add +14.2% | 2,695,842 | $78.0M |
| Kestra Advisory Services, LLC | 0.30% | Add +3.6% | 1,823,603 | $52.7M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.9% | 1,737,022 | $50.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +360.0% | 1,682,298 | $48.7M |
| Harbour Investments, Inc. | 1.52% | Add +58.6% | 1,560,423 | $45.1M |
| Kestra Private Wealth Services, LLC | 0.87% | Add +19.1% | 1,504,152 | $43.5M |
| NewEdge Advisors, LLC | 0.29% | Add +93.1% | 1,386,508 | $40.1M |
| Milestone Asset Management, LLC | 10.00% | Add +16.7% | 1,381,455 | $40.0M |
| Private Advisor Group, LLC | 0.26% | Reduce -4.4% | 1,358,916 | $39.3M |
| IHT Wealth Management, LLC | 1.44% | Add +8.1% | 1,333,130 | $38.6M |
| Truist Financial Corp. | 0.06% | Add +32.2% | 1,268,541 | $36.7M |
| Aptus Capital Advisors, LLC | 0.67% | Add +65.9% | 1,212,828 | $35.1M |
| Atria Wealth Solutions, Inc. | 0.39% | Add +8.6% | 1,210,077 | $35.0M |
| Tradition Wealth Management, LLC | 3.31% | Add +3.3% | 1,184,398 | $34.3M |
| Brookstone Capital Management | 0.56% | Add +163.7% | 1,155,508 | $33.7M |
| Guardian Wealth Advisors, LLC / NC | 3.89% | Add +60.4% | 1,149,946 | $33.3M |
| Hobart Private Capital, LLC | 9.15% | Add +2.5% | 1,111,270 | $32.1M |
| Creekmur Asset Management LLC | 8.17% | Add +54.9% | 1,093,492 | $31.6M |
| Gladstone Institutional Advisory LLC | 1.45% | Reduce -1.1% | 965,938 | $27.9M |
| Mariner, LLC | 0.05% | Add +76.8% | 818,283 | $23.7M |
| Goldstone Financial Group, LLC | 4.63% | Add +30.1% | 797,629 | $23.1M |
| Hibernia Wealth Partners, LLC | 8.02% | Add +153.2% | 796,512 | $23.0M |
| Good Life Advisors, LLC | 1.85% | Reduce -14.0% | 777,564 | $22.5M |
| RFG Advisory, LLC | 0.72% | Add +19.1% | 762,377 | $22.0M |
| NorthRock Partners, LLC | 0.77% | Add +13.9% | 707,602 | $20.5M |
| Prospera Financial Services Inc | 0.56% | Add +118.6% | 700,132 | $20.2M |
| Townsquare Capital LLC | 0.27% | Reduce -12.6% | 684,738 | $19.8M |
| StoneX Group Inc. | 1.58% | Add +9.9% | 682,557 | $19.7M |
| Integrated Wealth Concepts LLC | 0.26% | Add +3.5% | 661,053 | $19.1M |
| WealthPLAN Partners, LLC | 1.92% | Add +3.6% | 618,037 | $17.9M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +117.2% | 612,871 | $17.7M |
| Concorde Asset Management, LLC | 10.77% | Reduce -1.7% | 604,271 | $17.5M |
| Coppell Advisory Solutions LLC | 2.83% | — | 593,385 | $17.2M |
| Sound View Wealth Advisors Group, LLC | 1.77% | Add +15.7% | 592,823 | $17.1M |
| Foundations Investment Advisors, LLC | 0.41% | Add +77.8% | 581,864 | $16.8M |
| Great Valley Advisor Group, Inc. | 0.45% | Add +1.2% | 555,179 | $16.1M |
| Financial Network Wealth Advisors LLC | 11.78% | Reduce -0.9% | 544,914 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +1.6% | 520,245 | $15.0M |
| Centennial Wealth Advisory LLC | 6.35% | Reduce -38.1% | 506,684 | $14.7M |
| Simplicity Wealth,LLC | 0.30% | Add +28.7% | 458,258 | $13.3M |
| Avantax Advisory Services, Inc. | 0.09% | Add +30.1% | 431,775 | $12.5M |
| Amplius Wealth Advisors, LLC | 1.38% | Reduce -2.8% | 430,037 | $12.4M |
| POM Investment Strategies, LLC | 9.66% | Reduce -3.1% | 417,566 | $12.1M |
| Solitude Financial Services | 5.43% | Add +4.5% | 403,832 | $11.7M |
| PSI Advisors, LLC | 3.61% | Add +3.6% | 394,935 | $11.4M |
| Ignite Planners, LLC | 2.74% | Add +136.3% | 385,809 | $11.2M |
| SimpliFi, Inc. | 5.15% | Reduce -0.9% | 385,626 | $11.2M |
| Brass Tax Wealth Management, Inc. | 2.18% | Add +4592.5% | 384,642 | $11.1M |
| Pitti Group Wealth Management, LLC | 11.99% | Reduce -0.0% | 414,739 | $11.0M |
| Tower Wealth Partners, Inc. | 6.63% | Add +2.5% | 371,059 | $10.7M |
| Drake & Associates, LLC | 3.82% | Add +1.6% | 368,962 | $10.7M |
| Key Financial Inc | 2.54% | Add +18.5% | 366,234 | $10.6M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +6.1% | 361,284 | $10.4M |
| WealthPlan Investment Management, LLC | 1.58% | Reduce -1.9% | 360,287 | $10.4M |
| Bleakley Financial Group, LLC | 0.30% | Add +25.8% | 357,905 | $10.4M |
| First Horizon Advisors, Inc. | 0.31% | Reduce -2.8% | 354,271 | $10.2M |
| Equitable Holdings, Inc. | 0.10% | Add +51.4% | 333,076 | $9.6M |
| RiverTree Advisors, LLC | 6.49% | Reduce -3.0% | 328,451 | $9.5M |
| Valtinson Bruner Financial Planning LLC | 3.76% | Add +17.1% | 327,837 | $9.5M |
| Chris Bulman Inc | 6.46% | — | 326,834 | $9.5M |
| ABLE Financial Group, LLC | 3.40% | Add +8.0% | 325,746 | $9.4M |
| IFG Advisory, LLC | 0.60% | Add +26.4% | 322,969 | $9.3M |
| CreativeOne Wealth, LLC | 0.47% | Add +6.5% | 321,193 | $9.3M |
| Schulz Wealth, LTD. | 7.80% | Reduce -0.9% | 318,434 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +21.9% | 315,538 | $9.1M |
| Sigma Planning Corp | 0.29% | Add +19.9% | 314,926 | $9.1M |
| Strategic Blueprint, LLC | 0.62% | Add +6.2% | 314,924 | $9.1M |
| Sanctuary Advisors, LLC | 0.07% | — | 327,421 | $9.1M |
| Independent Financial Group, LLC | 0.36% | Add +10.4% | 314,140 | $9.1M |
| Meridian Wealth Management, LLC | 1.07% | New | 309,014 | $8.9M |
| Triton Wealth Management, PLLC | 5.19% | Add +1.4% | 304,949 | $8.9M |
| Centaurus Financial, Inc. | 0.58% | Add +9.2% | 299,810 | $8.7M |
| Money Concepts Capital Corp. | 0.69% | Reduce -0.1% | 284,313 | $8.2M |
| Mach-1 Financial Group, LLC | 5.50% | Reduce -50.2% | 269,618 | $7.8M |
| World Equity Group, Inc. | 2.27% | Reduce -2.8% | 262,711 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.2% | 251,216 | $7.3M |
| Twin Peaks Wealth Advisors, LLC | 3.60% | Add +15.1% | 249,512 | $7.2M |
| Delta Investment Management, LLC | 1.58% | Add +17.4% | 247,532 | $7.2M |
| Naviter Wealth, LLC | 1.06% | Add +5.5% | 245,565 | $7.1M |
| CoreCap Advisors, LLC | 0.73% | Add +26.1% | 242,400 | $7.0M |
| Redhawk Wealth Advisors, Inc. | 1.07% | Reduce -26.0% | 241,359 | $7.0M |
| OneDigital Investment Advisors LLC | 0.09% | Add +6.4% | 237,986 | $6.9M |
| Higgins & Schmidt Wealth Strategies LLC | 4.81% | Add +3.5% | 230,564 | $6.7M |
| Columbia Advisory Partners LLC | 6.49% | Add +3.3% | 230,083 | $6.7M |
| Financial Futures Ltd Liability Co. | 4.09% | Add +1.3% | 227,883 | $6.6M |
| Cooper Financial Group | 0.95% | Add +10.6% | 224,244 | $6.5M |
| Kingsview Wealth Management, LLC | 0.15% | Add +3.3% | 219,663 | $6.4M |
| HFG Wealth Management, LLC | 3.97% | Reduce -2.4% | 215,535 | $6.2M |
| Encompass More Asset Management | 4.41% | Add +9.3% | 213,794 | $6.2M |
| Purus Wealth Management, LLC | 2.68% | Add +1.5% | 210,174 | $6.1M |
| Ameritas Advisory Services, LLC | 0.23% | Add +41.6% | 207,744 | $6.0M |
| Renaissance Technologies | 0.01% | Add +2.8% | 206,571 | $6.0M |
"% 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.