FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q3 2024 (September 30)352holders +26
41new positions
16sold out
2famous investors
$29.88avg. 13F price*
At the end of Q3 2024, 352 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 26 from Q2 2024. 41 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($1.0B), Cetera Investment Advisers ($247.9M) and Commonwealth Equity Services, LLC ($221.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $43.0M |
| Exits | 16 | $14.7M |
All 13F filers, Q2 2024 → Q3 2024: 20,733,145 shares bought and 3,398,852 shares sold, net +17,334,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| LPL Financial LLC | 0.45% | Add +15.0% | 34,010,929 | $1.0B |
| Cetera Investment Advisers | 0.54% | Add +12.9% | 8,292,636 | $247.9M |
| Commonwealth Equity Services, LLC | 0.34% | Add +13.2% | 7,408,663 | $221.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +15.6% | 6,245,078 | $186.7M |
| Osaic Holdings, Inc. | 0.34% | Add +11.0% | 5,053,555 | $151.0M |
| Royal Bank of Canada | 0.03% | Add +29.1% | 4,702,481 | $140.6M |
| Cwm, LLC | 0.59% | Add +42.1% | 4,588,142 | $137.1M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +9.2% | 2,964,008 | $88.6M |
| MML Investors Services, LLC | 0.31% | Add +6.5% | 2,870,208 | $85.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +21.1% | 2,037,215 | $60.9M |
| Harbour Investments, Inc. | 1.77% | Add +25.8% | 1,963,202 | $58.7M |
| Kestra Advisory Services, LLC | 0.29% | Reduce -1.9% | 1,788,758 | $53.5M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.2% | 1,757,182 | $52.5M |
| Kestra Private Wealth Services, LLC | 0.92% | Add +11.7% | 1,680,756 | $50.2M |
| NewEdge Advisors, LLC | 0.32% | Add +19.7% | 1,659,969 | $49.6M |
| IHT Wealth Management, LLC | 1.29% | Add +14.5% | 1,526,832 | $45.6M |
| Private Advisor Group, LLC | 0.27% | Add +8.8% | 1,477,936 | $44.2M |
| Truist Financial Corp. | 0.06% | Add +5.4% | 1,336,636 | $40.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +8.7% | 1,315,140 | $39.3M |
| Aptus Capital Advisors, LLC | 0.59% | Add +7.3% | 1,300,923 | $38.9M |
| Milestone Asset Management, LLC | 8.48% | Reduce -8.7% | 1,260,706 | $37.7M |
| Guardian Wealth Advisors, LLC / NC | 3.94% | Add +5.8% | 1,217,206 | $36.4M |
| Tradition Wealth Management, LLC | 3.15% | Reduce -0.3% | 1,180,566 | $35.3M |
| Creekmur Asset Management LLC | 8.19% | Add +6.6% | 1,166,026 | $34.9M |
| Hobart Private Capital, LLC | 8.88% | Add +4.5% | 1,161,191 | $34.7M |
| Brookstone Capital Management | 0.51% | Add +0.4% | 1,159,685 | $34.7M |
| Gladstone Institutional Advisory LLC | 1.56% | Add +10.6% | 1,068,064 | $31.9M |
| Amplius Wealth Advisors, LLC | 3.29% | Add +134.5% | 1,008,308 | $30.1M |
| Goldstone Financial Group, LLC | 4.63% | Add +11.7% | 890,806 | $26.6M |
| Hibernia Wealth Partners, LLC | 9.08% | Add +10.0% | 876,250 | $26.2M |
| Mariner, LLC | 0.04% | Add +3.3% | 844,920 | $25.3M |
| Good Life Advisors, LLC | 1.54% | Add +8.0% | 839,692 | $25.1M |
| Sound View Wealth Advisors Group, LLC | 1.88% | Add +30.3% | 772,233 | $23.1M |
| NorthRock Partners, LLC | 0.74% | Add +5.6% | 747,406 | $22.3M |
| StoneX Group Inc. | 1.55% | Add +4.3% | 711,629 | $21.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2580.1% | 700,563 | $20.9M |
| Townsquare Capital LLC | 0.24% | Reduce -2.0% | 670,850 | $20.1M |
| Stratos Wealth Partners, LTD. | 0.29% | Add +6.6% | 653,184 | $19.5M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -1.5% | 651,361 | $19.5M |
| RFG Advisory, LLC | 0.58% | Reduce -16.4% | 637,192 | $19.0M |
| Great Valley Advisor Group, Inc. | 0.46% | Add +13.8% | 631,929 | $18.9M |
| Coppell Advisory Solutions LLC | 2.66% | Add +2.2% | 606,514 | $18.1M |
| Foundations Investment Advisors, LLC | 0.37% | Add +1.8% | 592,396 | $17.7M |
| WealthPLAN Partners, LLC | 2.34% | Reduce -5.6% | 583,549 | $17.4M |
| Ignite Planners, LLC | 3.82% | Add +44.6% | 557,829 | $16.7M |
| Money Concepts Capital Corp. | 1.26% | Add +95.7% | 556,300 | $16.6M |
| Financial Network Wealth Advisors LLC | 12.84% | Reduce -4.5% | 520,101 | $15.5M |
| Centennial Wealth Advisory LLC | 5.78% | Reduce -2.2% | 495,757 | $14.8M |
| Equitable Holdings, Inc. | 0.14% | Add +44.4% | 480,799 | $14.4M |
| CreativeOne Wealth, LLC | 0.48% | Add +48.2% | 476,059 | $14.2M |
| Sanctuary Advisors, LLC | 0.09% | Add +39.9% | 458,099 | $14.0M |
| Valtinson Bruner Financial Planning LLC | 4.60% | Add +34.8% | 441,823 | $13.2M |
| Independent Financial Group, LLC | 0.46% | Add +34.4% | 422,286 | $12.6M |
| POM Investment Strategies, LLC | 9.78% | Add +0.4% | 419,124 | $12.5M |
| Sigma Planning Corp | 0.38% | Add +33.0% | 418,913 | $12.5M |
| Bleakley Financial Group, LLC | 0.37% | Add +14.1% | 408,356 | $12.2M |
| Solitude Financial Services | 5.18% | Add +0.5% | 405,773 | $12.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +26.8% | 400,063 | $12.0M |
| PSI Advisors, LLC | 3.38% | Reduce -2.2% | 386,244 | $11.5M |
| Atria Investments, Inc | 0.14% | Add +252.6% | 384,717 | $11.5M |
| SimpliFi, Inc. | 5.09% | Reduce -0.3% | 384,285 | $11.5M |
| Drake & Associates, LLC | 3.69% | Add +3.7% | 382,613 | $11.4M |
| WealthPlan Investment Management, LLC | 1.14% | Add +4.6% | 376,855 | $11.3M |
| Tower Wealth Partners, Inc. | 6.45% | Reduce -0.0% | 371,037 | $11.1M |
| Key Financial Inc | 2.45% | Add +1.2% | 370,748 | $11.1M |
| Pitti Group Wealth Management, LLC | 11.99% | No change | 414,739 | $11.0M |
| Strategic Blueprint, LLC | 0.69% | Add +17.1% | 368,637 | $11.0M |
| Prospera Financial Services Inc | 0.28% | Reduce -47.4% | 368,037 | $11.0M |
| First Horizon Advisors, Inc. | 0.30% | Add +2.1% | 361,681 | $10.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -16.7% | 359,723 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.32% | Reduce -0.5% | 359,467 | $10.7M |
| Concorde Asset Management, LLC | 5.92% | Reduce -41.9% | 350,902 | $10.5M |
| IFG Advisory, LLC | 0.67% | Add +8.5% | 350,509 | $10.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -33.2% | 347,511 | $10.4M |
| ABLE Financial Group, LLC | 3.16% | Add +5.1% | 342,285 | $10.2M |
| Schulz Wealth, LTD. | 7.58% | Add +3.0% | 327,928 | $9.8M |
| Meridian Wealth Management, LLC | 0.48% | Add +5.0% | 324,404 | $9.7M |
| Oppenheimer & Co. Inc. | 0.15% | Add +100.0% | 322,014 | $9.6M |
| RiverTree Advisors, LLC | 6.39% | Reduce -4.0% | 315,186 | $9.4M |
| Apollon Wealth Management, LLC | 0.26% | Add +78.0% | 304,369 | $9.1M |
| Triton Wealth Management, PLLC | 5.15% | Reduce -0.2% | 304,469 | $9.1M |
| Centaurus Financial, Inc. | 0.56% | Reduce -1.9% | 294,081 | $8.8M |
| Mach-1 Financial Group, LLC | 5.36% | Add +8.4% | 292,394 | $8.7M |
| Chris Bulman Inc | 5.86% | Reduce -11.8% | 288,220 | $8.6M |
| HBW Advisory Services LLC | 1.22% | Add +193.0% | 278,815 | $8.3M |
| Twin Peaks Wealth Advisors, LLC | 3.82% | Add +11.2% | 277,465 | $8.3M |
| Kickstand Ventures, Llc. | 2.09% | New | 274,501 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.1% | 274,173 | $8.2M |
| Ergawealth Advisors, Inc. | 3.95% | Add +38.9% | 266,643 | $8.0M |
| Naviter Wealth, LLC | 1.10% | Add +7.6% | 264,252 | $7.9M |
| World Equity Group, Inc. | 2.83% | Reduce -0.3% | 262,056 | $7.8M |
| CoreCap Advisors, LLC | 0.36% | Add +4.9% | 254,350 | $7.6M |
| Cooper Financial Group | 0.98% | Add +12.4% | 252,109 | $7.5M |
| OneDigital Investment Advisors LLC | 0.08% | Add +3.5% | 246,227 | $7.4M |
| Stephens Inc. | 0.10% | Add +595.4% | 241,241 | $7.2M |
| Higgins & Schmidt Wealth Strategies LLC | 4.61% | Add +3.7% | 239,100 | $7.1M |
| Benjamin Edwards Inc. | 0.10% | Add +296.9% | 239,047 | $7.1M |
| Raymond James & Associates | 0.00% | New | 228,352 | $6.8M |
| Rehmann Capital Advisory Group | 0.43% | Add +17.5% | 222,347 | $6.6M |
| Ameritas Advisory Services, LLC | 0.29% | Add +7.0% | 222,330 | $6.6M |
"% 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.