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 |
| Purus Wealth Management, LLC | 2.75% | Add +3.5% | 217,422 | $6.5M |
| Columbia Advisory Partners LLC | 6.06% | Reduce -6.9% | 214,122 | $6.4M |
| Capital Investment Advisory Services, LLC | 0.61% | Add +30.9% | 213,711 | $6.4M |
| Financial Futures Ltd Liability Co. | 3.62% | Reduce -7.2% | 211,492 | $6.3M |
| Gallagher Fiduciary Advisors, LLC | 1.26% | Add +2194.0% | 208,849 | $6.2M |
| HFG Wealth Management, LLC | 3.97% | No change | 215,535 | $6.2M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -5.1% | 208,402 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +0.8% | 205,517 | $6.1M |
| Andina Capital Management, LLC | 4.63% | Reduce -0.6% | 203,698 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +3.6% | 198,661 | $5.9M |
| Edge Capital Group, LLC | 0.26% | Add +17.6% | 197,927 | $5.9M |
| N.E.W. Advisory Services LLC | 0.57% | Add +14.4% | 192,820 | $5.8M |
| Flagship Harbor Advisors, LLC | 0.31% | Add +17.6% | 191,135 | $5.7M |
| Ssi Investment Management LLC | 2.06% | Reduce -0.4% | 180,936 | $5.4M |
| Regal Investment Advisors LLC | 0.37% | Add +21.6% | 176,627 | $5.3M |
| FOCUS Wealth Advisors, LLC | 2.55% | Reduce -0.8% | 171,038 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +11.1% | 170,198 | $5.1M |
| AdvisorNet Financial, Inc | 0.36% | Add +5.4% | 161,576 | $4.8M |
| Integrated Advisors Network LLC | 0.23% | Reduce -4.0% | 160,900 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.2% | 160,427 | $4.8M |
| Tsfg, LLC | 1.03% | Add +10.1% | 157,668 | $4.7M |
| Philip James Wealth Mangement, LLC | 0.58% | Add +1.9% | 153,669 | $4.6M |
| L.M. Kohn & Company | 1.14% | Add +12.8% | 150,220 | $4.5M |
| Synovus Financial Corp. | 0.05% | Add +5.7% | 148,674 | $4.4M |
| Navalign, LLC | 1.30% | Add +6.6% | 147,586 | $4.4M |
| Capital CS Group, LLC | 5.27% | Add +8.7% | 146,140 | $4.4M |
| Prosperity Consulting Group, LLC | 0.33% | Add +457.3% | 142,877 | $4.3M |
| Encompass More Asset Management | 1.62% | Reduce -33.6% | 141,943 | $4.2M |
| Iams Wealth Management, LLC | 2.05% | Add +57.0% | 140,021 | $4.2M |
| Concourse Financial Group Securities, Inc. | 0.24% | Add +13.0% | 136,720 | $4.1M |
| Consolidated Portfolio Review Corp | 0.91% | Add +2.4% | 135,736 | $4.1M |
| Acorn Wealth Advisors, LLC | 1.74% | Add +37.0% | 135,170 | $4.0M |
| Madrona Financial Services, LLC | 1.10% | Add +63.3% | 132,442 | $4.0M |
| Old Mission Capital LLC | 0.09% | New | 132,181 | $4.0M |
| Jacobi Capital Management LLC | 0.30% | Add +51.4% | 131,895 | $3.9M |
| Cambridge Advisors Inc. | 0.86% | Add +8.8% | 131,217 | $3.9M |
| AE Wealth Management LLC | 0.04% | Add +13.1% | 128,998 | $3.9M |
| Arkadios Wealth Advisors | 0.22% | Add +28.3% | 128,983 | $3.9M |
| Harvest Investment Services, LLC | 1.21% | Add +311.5% | 126,731 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -39.0% | 126,100 | $3.8M |
| PCG Wealth Advisors, LLC | 1.44% | Add +2.7% | 124,678 | $3.7M |
| Wedbush Securities Inc. | 0.14% | Add +14.8% | 121,908 | $3.6M |
| Secured Retirement Advisors, LLC | 2.60% | Add +1.1% | 120,894 | $3.6M |
| Integrity Financial Corp | 2.11% | Reduce -2.3% | 120,391 | $3.6M |
| Prostatis Group LLC | 1.17% | Add +10.3% | 120,081 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +1.0% | 118,178 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +1.0% | 118,178 | $3.5M |
| Geneos Wealth Management Inc. | 0.13% | Add +680.8% | 112,334 | $3.4M |
| Stonebridge Financial Planning Group, LLC | 1.59% | Add +21.0% | 111,323 | $3.3M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Add +64.1% | 111,217 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +158.6% | 106,321 | $3.2M |
| Howard Capital Management, LLC | 0.05% | New | 105,626 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +16.3% | 104,428 | $3.1M |
| Trail Ridge Investment Advisors, LLC | 1.46% | Add +11.3% | 102,276 | $3.1M |
| Freedom Investment Management, Inc. | 0.24% | Add +15.4% | 101,201 | $3.0M |
| Core Wealth Advisors, Inc. | 0.97% | Add +13.7% | 100,843 | $3.0M |
| Kovack Advisors, Inc. | 0.31% | Add +13.0% | 98,760 | $3.0M |
| Family Capital Management, Inc. | 1.89% | Add +6.0% | 98,298 | $2.9M |
| TFB Advisors LLC | 0.85% | Add +0.8% | 96,081 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.43% | Reduce -0.2% | 95,728 | $2.9M |
| USAdvisors Wealth Management, LLC | 0.97% | Reduce -3.8% | 92,560 | $2.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0.79% | Reduce -20.3% | 90,823 | $2.7M |
| Perennial Investment Advisors, LLC | 0.35% | Add +10.3% | 90,368 | $2.7M |
| Glen Eagle Advisors, LLC | 0.45% | Reduce -9.8% | 89,328 | $2.7M |
| Gateway Wealth Partners, LLC | 0.73% | Add +4.5% | 88,948 | $2.7M |
| NWF Advisory Services Inc. | 0.39% | Add +7.8% | 88,850 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +190.9% | 88,109 | $2.6M |
| Keudell/Morrison Wealth Management | 0.71% | Add +24.4% | 87,882 | $2.6M |
| Sweet Financial Partners, LLC | 0.55% | Reduce -4.6% | 85,369 | $2.6M |
| First Hawaiian Bank | 0.08% | Reduce -1.1% | 84,692 | $2.5M |
| VitalStone Financial, LLC | 1.72% | Reduce -24.0% | 84,440 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +76.5% | 84,408 | $2.5M |
| Tyler-Stone Wealth Management | 0.47% | Add +111.8% | 83,210 | $2.5M |
| Central Pacific Bank - Trust Division | 0.33% | No change | 83,210 | $2.5M |
| Maia Wealth LLC | 0.60% | Add +3.4% | 80,659 | $2.4M |
| Simplicity Wealth,LLC | 0.22% | Reduce -82.4% | 80,583 | $2.4M |
| IFP Advisors, Inc | 0.09% | Add +30.2% | 79,468 | $2.4M |
| Flagstar Securities, Inc. | 0.57% | Add +1.7% | 75,543 | $2.3M |
| Western Wealth Management, LLC | 0.13% | Add +121.5% | 74,830 | $2.2M |
| Financial Guidance Group, Inc. | 1.25% | Add +34.4% | 71,615 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +30.2% | 67,215 | $2.0M |
| Rovin Capital /Ut/ | 0.74% | Add +21.8% | 66,436 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 65,173 | $1.9M |
| Private Trust Co. NA | 0.20% | Add +16.6% | 65,072 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -20.0% | 62,472 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.6% | 61,470 | $1.8M |
| WCG Wealth Advisors LLC | 0.12% | Add +13.4% | 60,228 | $1.8M |
| Vima LLC | 3.58% | Reduce -4.5% | 58,386 | $1.7M |
| FreeGulliver LLC | 0.97% | New | 54,402 | $1.6M |
| Falcon Wealth Planning | 0.19% | New | 54,182 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.21% | Add +547.9% | 52,728 | $1.6M |
| Magnolia Capital Advisors LLC | 0.79% | Reduce -7.8% | 52,630 | $1.6M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -8.7% | 51,996 | $1.6M |
| Sowell Financial Services LLC | 0.07% | New | 57,255 | $1.5M |
| RDA Financial Network | 0.47% | Add +3.2% | 50,412 | $1.5M |
| Lion Street Advisors, LLC | 0.52% | Add +0.3% | 50,198 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.27% | Add +4.2% | 47,414 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +27.2% | 46,299 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +0.5% | 45,772 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Add +26.7% | 45,497 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +12.0% | 45,772 | $1.4M |
| Cedrus LLC | 0.50% | Add +184.1% | 45,095 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Add +15.7% | 44,901 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +6.6% | 44,115 | $1.3M |
| Legacy Edge Advisors, LLC | 0.21% | Add +37.3% | 43,994 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Add +1.7% | 43,243 | $1.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -13.3% | 43,140 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 40,191 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +20.0% | 38,886 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +3.3% | 38,722 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Add +44.0% | 38,600 | $1.2M |
| Apollon Financial, LLC | 0.34% | Add +183.8% | 38,158 | $1.1M |
| FSA Advisors, Inc. | 1.14% | Add +44.8% | 38,991 | $1.1M |
| Perissos Private Wealth Management, LLC | 0.91% | Add +175.7% | 37,959 | $1.1M |
| Bank of Montreal | 0.00% | New | 38,000 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.53% | New | 36,652 | $1.1M |
| Keystone Financial Group | 0.14% | New | 36,540 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.43% | Add +26.4% | 36,123 | $1.1M |
| Arax Advisory Partners | 0.10% | Add +3.5% | 35,925 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.76% | Add +16.0% | 35,370 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -2.3% | 35,182 | $1.1M |
| Larson Financial Group LLC | 0.06% | Reduce -1.0% | 35,135 | $1.1M |
| Keystone Wealth Services, LLC | 0.29% | New | 34,953 | $1.0M |
| Private Advisory Group LLC | 0.13% | Add +2.7% | 34,755 | $1.0M |
| Santori & Peters, Inc. | 0.41% | New | 34,638 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -0.3% | 34,535 | $1.0M |
| New Century Financial Group, LLC | 0.38% | New | 34,294 | $1.0M |
| Independent Wealth Network Inc. | 0.45% | Add +11.3% | 33,905 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +4.0% | 33,330 | $1.0M |
| Wagner Wealth Management, LLC | 0.27% | Add +0.1% | 33,537 | $1.0M |
| Heritage Wealth Management, Inc. | 0.32% | Add +0.7% | 33,014 | $987K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +38.0% | 32,783 | $980K |
| Quad-Cities Investment Group, LLC | 0.49% | Add +14.6% | 32,698 | $977K |
| Cozad Asset Management Inc. | 0.09% | Add +13.8% | 32,599 | $974K |
| Precedent Wealth Partners, LLC | 0.32% | New | 32,454 | $970K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.3% | 31,350 | $937K |
| AIFG Consultants Ltd. | 0.71% | Reduce -69.3% | 31,185 | $932K |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 31,130 | $930K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -35.9% | 30,970 | $926K |
| DHJJ Financial Advisors, Ltd. | 0.36% | Add +34.5% | 30,427 | $909K |
| TrueWealth Advisors, LLC | 0.29% | No change | 29,083 | $869K |
| PFG Advisors | 0.05% | Add +13.5% | 27,823 | $832K |
| Alliance Wealth Advisors, LLC | 0.47% | No change | 27,171 | $812K |
| Ancora Advisors LLC | 0.02% | New | 27,000 | $807K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.7% | 30,335 | $806K |
| Clarity Capital Partners LLC | 0.47% | Add +12.5% | 26,766 | $800K |
| Focus Partners Wealth | 0.00% | Reduce -3.0% | 26,294 | $786K |
| Bokf, NA | 0.01% | Reduce -1.9% | 26,300 | $782K |
| Blueprint Investment Partners LLC | 0.14% | New | 25,883 | $774K |
| AQR Capital Management | 0.00% | New | 25,381 | $759K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +31.3% | 25,333 | $757K |
| Morgan Stanley | 0.00% | Add +25.2% | 25,153 | $752K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.3% | 24,744 | $740K |
| Lanark Financial, Inc. | 0.06% | Add +43.6% | 24,237 | $724K |
| Claro Advisors Inc. | 0.09% | Add +25.3% | 23,528 | $703K |
| Trilogy Capital Inc. | 0.03% | Add +35.5% | 22,766 | $680K |
| EWG Elevate Inc. | 0.27% | Reduce -18.6% | 22,616 | $676K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.1% | 21,988 | $657K |
| Synergy Financial Group, LTD | 0.61% | Add +55.1% | 21,592 | $645K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -91.4% | 20,860 | $624K |
| JPMorgan Chase & Co. | 0.00% | Add +197.4% | 20,675 | $618K |
| EdgeRock Capital LLC | 0.43% | No change | 20,510 | $613K |
| Kestra Investment Management, LLC | 0.03% | New | 20,474 | $612K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 20,378 | $609K |
| Hazlett, Burt & Watson, Inc. | 0.26% | Add +5102.4% | 19,197 | $572K |
| Element Wealth, LLC | 0.30% | Add +111.5% | 19,036 | $569K |
| TCFG Wealth Management, LLC | 0.28% | — | 18,629 | $557K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -5.2% | 18,324 | $548K |
| Castleview Partners, LLC | 0.31% | Add +1.0% | 17,910 | $535K |
| Mgo One Seven LLC | 0.02% | Add +37.1% | 17,855 | $534K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.7% | 17,524 | $524K |
| Brass Tax Wealth Management, Inc. | 0.11% | Reduce -95.5% | 17,380 | $519K |
| Clarus Group, Inc. | 0.22% | Reduce -24.9% | 17,353 | $519K |
| Legacy Investment Solutions, LLC | 0.32% | — | 17,001 | $518K |
| Legacy Wealth Managment, LLC | 0.32% | — | 17,001 | $518K |
| Allworth Financial LP | 0.00% | Reduce -19.8% | 16,227 | $485K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -2.1% | 15,811 | $473K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.8% | 15,020 | $449K |
| Prosperity Wealth Management, Inc. | 0.18% | New | 14,815 | $443K |
| Lifeworks Advisors, LLC | 0.09% | New | 14,543 | $435K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 14,565 | $434K |
| Owen LaRue, LLC | 0.22% | Reduce -22.2% | 14,000 | $418K |
| Signal Advisors Wealth, LLC | 0.06% | New | 13,529 | $404K |
| Foguth Wealth Management, LLC. | 0.14% | New | 12,912 | $385K |
| Apeiron RIA LLC | 0.10% | Add +0.0% | 12,209 | $365K |
| Prospect Financial Services LLC | 0.22% | New | 11,825 | $353K |
| Leo Wealth, LLC | 0.03% | New | 11,486 | $343K |
| Advisory Services Network, LLC | 0.01% | No change | 11,842 | $342K |
| Armstrong, Fleming & Moore, Inc | 0.18% | No change | 10,570 | $316K |
| Davies Financial Advisors, Inc. | 0.28% | Reduce -54.9% | 10,544 | $315K |
| Private Portfolio Partners LLC | 0.06% | Add +25.1% | 10,492 | $314K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 10,400 | $311K |
| Uptick Partners, LLC | 0.13% | New | 10,346 | $309K |
| Independent Advisor Alliance | 0.01% | Add +31.5% | 10,337 | $309K |
| Ascentis Independent Advisors | 0.05% | Reduce -7.8% | 9,903 | $296K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -95.0% | 9,703 | $290K |
| MAI Capital Management | 0.00% | Add +1.0% | 9,415 | $281K |
| Indie Asset Partners, LLC | 0.21% | Add +0.6% | 9,170 | $274K |
| Pursue Wealth Partners LLC | 0.15% | No change | 8,970 | $268K |
| Prosperity Financial Group, Inc. | 0.15% | No change | 8,966 | $268K |
| Garden State Investment Advisory Services LLC | 0.08% | No change | 8,850 | $265K |
| Worth Asset Management, LLC | 0.14% | Reduce -2.7% | 8,731 | $261K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $256K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $252K |
| Cascade Investment Group, Inc. | 0.18% | No change | 8,342 | $249K |
| Heritage Wealth Partners, LLC | 0.29% | Add +6.3% | 8,115 | $243K |
| Echo Wealth Management, LLC | 0.17% | Reduce -18.1% | 7,900 | $237K |
| Accurate Wealth Management, LLC | 0.05% | Add +2.1% | 7,817 | $235K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -11.0% | 7,854 | $235K |
| Capital Analysts, LLC | 0.01% | No change | 7,819 | $234K |
| Gentry Private Wealth, LLC | 0.19% | Reduce -12.8% | 7,665 | $229K |
| Mayfair Advisory Group, LLC | 0.14% | New | 7,550 | $226K |
| LexAurum Advisors, LLC | 0.05% | Reduce -15.4% | 7,533 | $225K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 7,334 | $219K |
| Masso Torrence Wealth Management Inc. | 0.12% | Reduce -4.5% | 7,157 | $214K |
| FSB Premier Wealth Management, Inc. | 0.09% | New | 6,981 | $209K |
| GG Group Ventures, LLC | 0.30% | New | 6,749 | $205K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 6,787 | $203K |
| Smith, Moore & Co. | 0.02% | New | 6,775 | $203K |
| Peterson Financial Group, Inc. | 0.73% | New | 6,322 | $189K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | No change | 5,502 | $164K |
| Tucker Asset Management LLC | 0.03% | Add +21.0% | 4,920 | $147K |
| Avior Wealth Management, LLC | 0.01% | Add +151.2% | 4,742 | $142K |
| Fourpath Capital Management, LLC | 0.02% | New | 3,900 | $117K |
| Blair William & Co. | 0.00% | Reduce -5.4% | 3,868 | $116K |
| Assetmark, Inc. | 0.00% | Add +66.1% | 3,453 | $103K |
| Richard W. Paul & Associates, LLC | 0.04% | New | 3,305 | $99K |
| Macroview Investment Management LLC | 0.08% | Add +90.8% | 2,854 | $85K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +751.1% | 2,800 | $84K |
| US Bancorp \de | 0.00% | New | 2,679 | $80K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +18.3% | 2,617 | $78K |
| Financial Connections Group, Inc. | 0.04% | Add +19.0% | 2,556 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,473 | $74K |
| Wells Fargo & Company | 0.00% | Add +56.9% | 2,047 | $61K |
| Comerica Bank | 0.00% | Add +3.0% | 2,044 | $61K |
| Ashton Thomas Securities, LLC | 0.01% | New | 1,950 | $58K |
| Wolff Wiese Magana LLC | 0.04% | No change | 1,786 | $53K |
| Archer Investment Corp | 0.01% | No change | 1,779 | $53K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $50K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 1,500 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.4% | 1,418 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,243 | $37K |
| Clear Point Advisors Inc. | 0.02% | No change | 1,035 | $31K |
| Valued Wealth Advisors LLC | 0.02% | New | 1,000 | $30K |
| Bank of America Corp. | 0.00% | Reduce -82.2% | 965 | $29K |
| Fortitude Family Office, LLC | 0.01% | New | 711 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +406.5% | 547 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | Add +37.8% | 510 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 452 | $13K |
| GoalVest Advisory LLC | 0.00% | New | 141 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -34.8% | 101 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 11 | $329 |
"% 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.