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 |
| Andina Capital Management, LLC | 4.45% | Add +60.5% | 204,901 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +29.5% | 203,820 | $5.9M |
| Ergawealth Advisors, Inc. | 3.02% | Add +572.8% | 191,952 | $5.6M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +15.1% | 191,788 | $5.5M |
| Rehmann Capital Advisory Group | 0.39% | Add +51.1% | 189,168 | $5.5M |
| Ssi Investment Management LLC | 2.08% | Reduce -1.9% | 181,704 | $5.3M |
| FOCUS Wealth Advisors, LLC | 2.56% | Add +4.8% | 172,427 | $5.0M |
| Apollon Wealth Management, LLC | 0.15% | Add +77.3% | 171,018 | $4.9M |
| N.E.W. Advisory Services LLC | 0.53% | Add +6.6% | 168,480 | $4.9M |
| Edge Capital Group, LLC | 0.24% | Add +35.1% | 168,332 | $4.9M |
| Integrated Advisors Network LLC | 0.25% | New | 167,576 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.49% | Add +21.4% | 163,328 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +70.0% | 162,589 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Add +6.2% | 160,964 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +8.8% | 153,249 | $4.4M |
| AdvisorNet Financial, Inc | 0.40% | Add +15.4% | 153,249 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -30.7% | 151,016 | $4.4M |
| Philip James Wealth Mangement, LLC | 2.90% | Reduce -28.1% | 150,767 | $4.4M |
| Regal Investment Advisors LLC | 0.28% | Add +45.6% | 145,295 | $4.2M |
| Tsfg, LLC | 0.97% | Reduce -14.0% | 143,230 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +41.5% | 140,668 | $4.1M |
| Navalign, LLC | 1.26% | Add +37.7% | 138,497 | $4.0M |
| Capital CS Group, LLC | 4.48% | Reduce -21.7% | 134,433 | $3.9M |
| L.M. Kohn & Company | 1.05% | Add +18.9% | 133,142 | $3.9M |
| Consolidated Portfolio Review Corp | 0.89% | Add +7.9% | 132,599 | $3.8M |
| Integrity Financial Corp | 2.23% | Reduce -0.2% | 123,182 | $3.6M |
| PCG Wealth Advisors, LLC | 1.53% | Add +25.2% | 121,439 | $3.5M |
| Concourse Financial Group Securities, Inc. | 0.22% | Add +12.8% | 120,996 | $3.5M |
| Cambridge Advisors Inc. | 0.81% | Add +1.2% | 120,560 | $3.5M |
| Secured Retirement Advisors, LLC | 2.69% | Add +0.8% | 119,543 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.9% | 116,982 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +0.9% | 116,982 | $3.4M |
| AE Wealth Management LLC | 0.03% | Add +18.7% | 114,098 | $3.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.93% | Add +33.0% | 113,975 | $3.3M |
| VitalStone Financial, LLC | 2.33% | Reduce -28.2% | 111,089 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -24.2% | 109,122 | $3.2M |
| Prostatis Group LLC | 1.11% | Add +11.9% | 108,907 | $3.2M |
| Wedbush Securities Inc. | 0.11% | Add +18.3% | 106,242 | $3.1M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +2.8% | 104,343 | $3.0M |
| AIFG Consultants Ltd. | 2.18% | Reduce -3.9% | 101,404 | $2.9M |
| Arkadios Wealth Advisors | 0.20% | Reduce -85.0% | 100,498 | $2.9M |
| Glen Eagle Advisors, LLC | 0.52% | Reduce -29.4% | 99,048 | $2.9M |
| Acorn Wealth Advisors, LLC | 1.41% | Add +57.1% | 98,639 | $2.9M |
| USAdvisors Wealth Management, LLC | 0.98% | Reduce -4.3% | 96,202 | $2.8M |
| Onyx Bridge Wealth Group LLC | 0.46% | Reduce -0.1% | 95,896 | $2.8M |
| ICA Group Wealth Management, LLC | 1.66% | Reduce -65.8% | 95,793 | $2.8M |
| TFB Advisors LLC | 0.90% | Add +16.4% | 95,368 | $2.8M |
| HBW Advisory Services LLC | 0.46% | Add +47.1% | 95,161 | $2.8M |
| Family Capital Management, Inc. | 1.83% | Add +274.0% | 92,740 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.34% | Add +37.0% | 92,017 | $2.7M |
| Trail Ridge Investment Advisors, LLC | 1.37% | Reduce -31.1% | 91,880 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +100.0% | 89,791 | $2.6M |
| Sweet Financial Partners, LLC | 0.59% | Add +1.4% | 89,500 | $2.6M |
| Iams Wealth Management, LLC | 1.41% | Add +52.1% | 89,159 | $2.6M |
| Core Wealth Advisors, Inc. | 0.88% | New | 88,722 | $2.6M |
| Freedom Investment Management, Inc. | 0.21% | Reduce -8.2% | 87,683 | $2.5M |
| Kovack Advisors, Inc. | 0.28% | New | 87,372 | $2.5M |
| Jacobi Capital Management LLC | 0.22% | Reduce -15.7% | 87,139 | $2.5M |
| First Hawaiian Bank | 0.08% | Reduce -2.3% | 85,607 | $2.5M |
| Gateway Wealth Partners, LLC | 0.74% | Add +1012.3% | 85,101 | $2.5M |
| Central Pacific Bank - Trust Division | 0.30% | Reduce -1.3% | 83,210 | $2.4M |
| NWF Advisory Services Inc. | 0.38% | Reduce -6.3% | 82,390 | $2.4M |
| Perennial Investment Advisors, LLC | 0.34% | Add +2.4% | 81,970 | $2.4M |
| Madrona Financial Services, LLC | 0.72% | Add +5.7% | 81,128 | $2.3M |
| Maia Wealth LLC | 0.69% | — | 77,989 | $2.3M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -1.3% | 78,092 | $2.3M |
| Flagstar Securities, Inc. | 0.59% | Add +6.1% | 74,274 | $2.1M |
| Citadel Advisors | 0.00% | Add +296.9% | 70,678 | $2.0M |
| Keudell/Morrison Wealth Management | 0.60% | New | 70,654 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.7% | 68,764 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.14% | New | 67,777 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -11.6% | 66,522 | $1.9M |
| Vima LLC | 3.91% | New | 61,166 | $1.8M |
| IFP Advisors, Inc | 0.07% | Add +16.9% | 61,047 | $1.8M |
| Benjamin Edwards Inc. | 0.34% | Add +832.9% | 60,226 | $1.7M |
| Magnolia Capital Advisors LLC | 0.92% | Add +3.4% | 57,093 | $1.7M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -4.9% | 56,931 | $1.6M |
| Private Trust Co. NA | 0.17% | Add +19.6% | 55,802 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 55,245 | $1.6M |
| Rovin Capital /Ut/ | 0.66% | Reduce -20.8% | 54,546 | $1.6M |
| Financial Guidance Group, Inc. | 0.95% | New | 53,280 | $1.5M |
| WCG Wealth Advisors LLC | 0.11% | Add +74.5% | 53,122 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +12.9% | 51,630 | $1.5M |
| Lion Street Advisors, LLC | 0.54% | Add +27.7% | 50,047 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.5% | 49,741 | $1.4M |
| RDA Financial Network | 0.46% | Add +0.0% | 48,869 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +42.5% | 48,329 | $1.4M |
| Principal Securities, Inc. | 0.04% | Add +53.1% | 47,819 | $1.4M |
| Intrua Financial, LLC | 0.22% | Add +0.2% | 46,407 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +4.9% | 45,549 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.27% | Reduce -2.4% | 45,505 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.4% | 42,507 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -14.8% | 41,392 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +140.8% | 41,120 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 40,856 | $1.2M |
| Tyler-Stone Wealth Management | 0.47% | Add +53.3% | 39,290 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Reduce -17.0% | 38,798 | $1.1M |
| OneAscent Financial Services LLC | 0.15% | New | 37,872 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | New | 37,503 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +16.4% | 36,399 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | New | 35,905 | $1.0M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -0.7% | 35,996 | $1.0M |
| Larson Financial Group LLC | 0.07% | Add +0.5% | 35,485 | $1.0M |
| Arax Advisory Partners | 0.10% | New | 34,725 | $1.0M |
| Stephens Inc. | 0.02% | Reduce -4.6% | 34,693 | $1.0M |
| Belpointe Asset Management LLC | 0.07% | Add +4.5% | 34,636 | $1.0M |
| Private Advisory Group LLC | 0.13% | Add +2.8% | 33,844 | $979K |
| Western Wealth Management, LLC | 0.07% | Add +57.3% | 33,775 | $977K |
| Wagner Wealth Management, LLC | 0.29% | Reduce -53.0% | 33,507 | $969K |
| Heritage Wealth Management, Inc. | 0.32% | — | 32,785 | $955K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.4% | 32,500 | $940K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +27.7% | 32,394 | $937K |
| Legacy Edge Advisors, LLC | 0.17% | Add +273.0% | 32,046 | $927K |
| SteelPeak Wealth, LLC | 0.04% | New | 31,750 | $918K |
| Essex Financial Services, Inc. | 0.07% | Add +21.3% | 32,060 | $918K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +12.3% | 31,324 | $911K |
| Harvest Investment Services, LLC | 0.35% | Add +48.5% | 30,795 | $891K |
| American Institute for Advanced Investment Management, LLP | 0.67% | Add +232.2% | 30,480 | $881K |
| Independent Wealth Network Inc. | 0.41% | Add +3.8% | 30,451 | $881K |
| United Capital Financial Advisors, LLC | 0.01% | New | 30,291 | $876K |
| TrueWealth Advisors, LLC | 0.31% | No change | 29,083 | $841K |
| Cozad Asset Management Inc. | 0.08% | Add +31.6% | 28,641 | $828K |
| Capital Advisory Group Advisory Services, LLC | 0.35% | Add +44.5% | 28,572 | $826K |
| Quad-Cities Investment Group, LLC | 0.46% | Add +4.8% | 28,530 | $825K |
| EWG Elevate Inc. | 0.29% | Add +0.1% | 27,779 | $803K |
| Alliance Wealth Advisors, LLC | 0.50% | Reduce -1.0% | 27,171 | $786K |
| Focus Partners Wealth | 0.00% | New | 27,093 | $784K |
| Bokf, NA | 0.01% | No change | 26,804 | $775K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Reduce -1.6% | 26,800 | $775K |
| FSA Advisors, Inc. | 0.80% | Reduce -1.1% | 26,925 | $765K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 26,139 | $756K |
| Prosperity Consulting Group, LLC | 0.10% | New | 25,639 | $741K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.4% | 24,814 | $718K |
| PFG Advisors | 0.05% | Add +205.7% | 24,523 | $709K |
| Clarity Capital Partners LLC | 0.42% | Add +4.5% | 23,797 | $688K |
| Ameritas Investment Partners, Inc. | 0.02% | New | 23,758 | $687K |
| Cresset Asset Management, LLC | 0.00% | No change | 23,671 | $685K |
| Davies Financial Advisors, Inc. | 0.63% | Reduce -81.7% | 23,382 | $676K |
| Clarus Group, Inc. | 0.29% | Reduce -87.7% | 23,095 | $668K |
| DHJJ Financial Advisors, Ltd. | 0.28% | Add +107.1% | 22,617 | $654K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.2% | 20,753 | $600K |
| EdgeRock Capital LLC | 0.46% | Reduce -2.0% | 20,510 | $593K |
| Allworth Financial LP | 0.00% | New | 20,227 | $587K |
| Morgan Stanley | 0.00% | Add +41.6% | 20,093 | $581K |
| International Assets Investment Management, LLC | 0.05% | New | 19,587 | $566K |
| Summit Wealth Partners, LLC | 0.12% | No change | 19,324 | $559K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +4.0% | 19,295 | $558K |
| Claro Advisors Inc. | 0.08% | Add +1.0% | 18,773 | $543K |
| Owen LaRue, LLC | 0.32% | New | 18,000 | $521K |
| Castleview Partners, LLC | 0.29% | Reduce -39.0% | 17,733 | $513K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 17,066 | $494K |
| Lanark Financial, Inc. | 0.04% | Add +57.4% | 16,872 | $487K |
| Trilogy Capital Inc. | 0.03% | New | 16,799 | $486K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +5.8% | 16,153 | $467K |
| Cedrus LLC | 0.23% | New | 15,871 | $459K |
| Arete Wealth Advisors, LLC | 0.03% | Add +18.6% | 14,635 | $423K |
| Geneos Wealth Management Inc. | 0.02% | Add +323.5% | 14,387 | $416K |
| Synergy Financial Group, LTD | 0.42% | New | 13,917 | $402K |
| Perissos Private Wealth Management, LLC | 0.36% | New | 13,770 | $398K |
| Apollon Financial, LLC | 0.13% | Add +17.5% | 13,444 | $389K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -12.7% | 13,322 | $385K |
| Mgo One Seven LLC | 0.02% | New | 13,022 | $377K |
| Apeiron RIA LLC | 0.11% | Add +0.6% | 12,205 | $353K |
| Advisory Services Network, LLC | 0.01% | No change | 11,842 | $342K |
| Ascentis Independent Advisors | 0.06% | — | 10,738 | $311K |
| Armstrong, Fleming & Moore, Inc | 0.20% | New | 10,570 | $306K |
| WESPAC Advisors SoCal, LLC | 0.08% | New | 10,400 | $301K |
| Echo Wealth Management, LLC | 0.21% | Add +11.1% | 9,647 | $279K |
| MAI Capital Management | 0.00% | No change | 9,321 | $270K |
| Indie Asset Partners, LLC | 0.21% | New | 9,120 | $264K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | New | 9,104 | $263K |
| Presidio Capital Management, LLC | 0.18% | New | 9,030 | $261K |
| Element Wealth, LLC | 0.15% | No change | 9,000 | $260K |
| Worth Asset Management, LLC | 0.15% | New | 8,974 | $260K |
| Pursue Wealth Partners LLC | 0.14% | Reduce -75.8% | 8,970 | $259K |
| Prosperity Financial Group, Inc. | 0.16% | Reduce -17.1% | 8,966 | $259K |
| LexAurum Advisors, LLC | 0.06% | No change | 8,908 | $258K |
| Garden State Investment Advisory Services LLC | 0.09% | No change | 8,850 | $256K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,829 | $255K |
| Gentry Private Wealth, LLC | 0.22% | — | 8,786 | $254K |
| Founders Financial Securities LLC | 0.02% | New | 8,756 | $253K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $249K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $243K |
| Private Portfolio Partners LLC | 0.20% | Add +2.4% | 8,385 | $242K |
| Cascade Investment Group, Inc. | 0.19% | No change | 8,342 | $241K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 8,138 | $235K |
| Citizens Financial Group Inc. | 0.01% | New | 8,034 | $232K |
| Independent Advisor Alliance | 0.01% | Reduce -24.9% | 7,862 | $227K |
| Capital Analysts, LLC | 0.01% | No change | 7,819 | $226K |
| Accurate Wealth Management, LLC | 0.05% | New | 7,659 | $224K |
| Heritage Wealth Partners, LLC | 0.32% | New | 7,635 | $221K |
| Masso Torrence Wealth Management Inc. | 0.12% | Reduce -4.1% | 7,497 | $217K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.8% | 6,952 | $201K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | No change | 5,502 | $159K |
| Bank of America Corp. | 0.00% | Add +27005.0% | 5,421 | $157K |
| Blair William & Co. | 0.00% | New | 4,089 | $118K |
| Tucker Asset Management LLC | 0.03% | Add +12.2% | 4,066 | $118K |
| Strategic Financial Concepts, LLC | 0.07% | Add +1840.3% | 195,620 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,473 | $72K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +36.5% | 2,418 | $70K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +33.1% | 2,213 | $64K |
| Financial Connections Group, Inc. | 0.03% | New | 2,148 | $62K |
| Assetmark, Inc. | 0.00% | Add +10.3% | 2,079 | $60K |
| Comerica Bank | 0.00% | No change | 1,985 | $57K |
| Avior Wealth Management, LLC | 0.00% | Add +11.5% | 1,888 | $55K |
| Scarborough Advisors, LLC | 0.02% | Reduce -14.5% | 1,867 | $54K |
| Wolff Wiese Magana LLC | 0.04% | New | 1,786 | $52K |
| Archer Investment Corp | 0.02% | No change | 1,779 | $51K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $48K |
| IAG Wealth Partners, LLC | 0.01% | New | 1,660 | $48K |
| Carmichael Hill & Associates, Inc. | 0.02% | New | 1,500 | $43K |
| Macroview Investment Management LLC | 0.05% | Add +39.5% | 1,496 | $43K |
| Wells Fargo & Company | 0.00% | New | 1,305 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,243 | $36K |
| Clear Point Advisors Inc. | 0.02% | No change | 1,035 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 369 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 370 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.4% | 329 | $10K |
| Albion Financial Group | 0.00% | New | 300 | $9K |
| Gradient Investments LLC | 0.00% | New | 214 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | New | 190 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -41.1% | 155 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +103.8% | 108 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 73 | $2K |
| DT Investment Partners, LLC | 0.00% | New | 35 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 11 | $318 |
"% 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.