FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q4 2024 (December 31)418holders +66
43new positions
11sold out
3famous investors
$30.47avg. 13F price*
At the end of Q4 2024, 418 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 66 from Q3 2024. 43 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($1.1B), Cetera Investment Advisers ($312.2M) and Osaic Holdings, Inc. ($270.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q4 2024)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $55.1M |
| Exits | 11 | $9.8M |
All 13F filers, Q3 2024 → Q4 2024: 21,926,129 shares bought and 5,217,945 shares sold, net +16,708,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 418 holders
| LPL Financial LLC | 0.44% | Add +4.0% | 35,385,004 | $1.1B |
| Cetera Investment Advisers | 0.65% | Add +23.6% | 10,246,461 | $312.2M |
| Osaic Holdings, Inc. | 0.61% | Add +75.8% | 8,882,000 | $270.6M |
| Commonwealth Equity Services, LLC | 0.38% | Add +16.0% | 8,592,808 | $261.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +6.8% | 6,671,087 | $203.3M |
| Royal Bank of Canada | 0.03% | Add +7.1% | 5,034,785 | $153.4M |
| Cwm, LLC | 0.57% | Reduce -2.1% | 4,490,479 | $136.8M |
| MML Investors Services, LLC | 0.32% | Add +4.4% | 2,997,215 | $91.3M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Reduce -2.3% | 2,897,183 | $88.3M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +20.9% | 2,462,131 | $75.0M |
| Raymond James Financial Inc. | 0.03% | — | 2,344,359 | $71.4M |
| Harbour Investments, Inc. | 1.93% | Add +12.3% | 2,205,087 | $67.2M |
| NewEdge Advisors, LLC | 0.36% | Add +17.8% | 1,955,523 | $59.6M |
| Kestra Advisory Services, LLC | 0.32% | Add +5.9% | 1,893,924 | $57.7M |
| Kestra Private Wealth Services, LLC | 0.96% | Add +10.5% | 1,857,220 | $56.6M |
| Private Advisor Group, LLC | 0.28% | Add +8.6% | 1,604,858 | $48.9M |
| Aptus Capital Advisors, LLC | 0.58% | Add +22.7% | 1,596,265 | $48.6M |
| IHT Wealth Management, LLC | 1.57% | Add +4.4% | 1,593,651 | $48.6M |
| Independent Advisor Alliance | 0.61% | Add +14587.3% | 1,518,225 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +12.7% | 1,506,161 | $45.9M |
| Guardian Wealth Advisors, LLC / NC | 3.62% | Add +22.3% | 1,488,438 | $45.4M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -21.5% | 1,379,094 | $42.0M |
| Atria Wealth Solutions, Inc. | 0.46% | Add +4.5% | 1,374,696 | $41.9M |
| Gladstone Institutional Advisory LLC | 1.83% | Add +21.0% | 1,292,587 | $39.4M |
| Mariner, LLC | 0.07% | Add +52.7% | 1,290,141 | $39.3M |
| Brookstone Capital Management | 0.56% | Add +8.5% | 1,258,641 | $38.4M |
| Tradition Wealth Management, LLC | 3.30% | Add +4.1% | 1,228,906 | $37.4M |
| Creekmur Asset Management LLC | 8.40% | Add +3.3% | 1,204,190 | $36.7M |
| Hobart Private Capital, LLC | 8.87% | Add +1.0% | 1,172,848 | $35.7M |
| Amplius Wealth Advisors, LLC | 3.58% | Add +13.8% | 1,147,278 | $35.0M |
| Milestone Asset Management, LLC | 7.23% | Reduce -14.8% | 1,074,255 | $32.7M |
| Goldstone Financial Group, LLC | 4.66% | Add +9.6% | 976,660 | $29.8M |
| CreativeOne Wealth, LLC | 0.86% | Add +93.6% | 921,501 | $28.1M |
| Good Life Advisors, LLC | 1.90% | Add +1.8% | 854,734 | $26.0M |
| Foundations Investment Advisors, LLC | 0.47% | Add +34.9% | 798,986 | $24.3M |
| Sound View Wealth Advisors Group, LLC | 1.96% | Add +3.3% | 797,312 | $24.3M |
| RFG Advisory, LLC | 0.67% | Add +21.7% | 775,220 | $23.6M |
| NorthRock Partners, LLC | 0.76% | Add +1.8% | 760,803 | $23.2M |
| StoneX Group Inc. | 1.25% | Add +4.5% | 743,413 | $22.7M |
| Integrated Wealth Concepts LLC | 0.26% | Add +13.7% | 740,813 | $22.6M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +6.8% | 697,886 | $21.3M |
| Coppell Advisory Solutions LLC | 2.93% | Add +13.4% | 688,071 | $21.0M |
| Townsquare Capital LLC | 0.23% | Add +1.2% | 678,957 | $20.7M |
| Rovin Capital /Ut/ | 7.05% | Add +867.8% | 642,974 | $19.6M |
| Ignite Planners, LLC | 4.01% | Add +6.9% | 596,312 | $18.3M |
| Prospera Financial Services Inc | 0.41% | Add +55.1% | 570,691 | $17.4M |
| Holos Integrated Wealth LLC | 11.71% | — | 562,374 | $17.1M |
| Lifestyle Asset Management, Inc. | 9.28% | New | 558,871 | $17.0M |
| WealthPLAN Partners, LLC | 2.42% | Reduce -4.3% | 558,777 | $17.0M |
| Equitable Holdings, Inc. | 0.16% | Add +15.7% | 556,474 | $17.0M |
| Great Valley Advisor Group, Inc. | 0.36% | Reduce -15.8% | 531,916 | $16.2M |
| Solano Wealth Investment Advisors LLC | 9.33% | — | 509,318 | $15.5M |
| Sanctuary Advisors, LLC | 0.10% | Add +8.7% | 497,981 | $15.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +21.0% | 483,999 | $14.7M |
| Centennial Wealth Advisory LLC | 5.75% | Reduce -2.9% | 481,342 | $14.7M |
| Valtinson Bruner Financial Planning LLC | 5.09% | Add +8.4% | 478,776 | $14.6M |
| Sigma Planning Corp | 0.46% | Add +13.8% | 476,939 | $14.5M |
| Hibernia Wealth Partners, LLC | 10.83% | Reduce -47.0% | 464,800 | $14.2M |
| Independent Financial Group, LLC | 0.46% | Add +7.8% | 455,146 | $13.9M |
| Cooper Financial Group | 1.58% | Add +71.3% | 431,737 | $13.2M |
| Ausdal Financial Partners, Inc. | 1.13% | Add +304.8% | 430,375 | $13.1M |
| POM Investment Strategies, LLC | 9.82% | Add +2.1% | 427,744 | $13.0M |
| Bleakley Financial Group, LLC | 0.39% | Add +3.8% | 423,700 | $12.9M |
| WealthPlan Investment Management, LLC | 1.27% | Add +12.3% | 423,365 | $12.9M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +15.0% | 413,513 | $12.6M |
| Drake & Associates, LLC | 3.57% | Add +5.8% | 404,638 | $12.5M |
| PSI Advisors, LLC | 3.70% | Add +6.0% | 409,275 | $12.5M |
| Oppenheimer & Co. Inc. | 0.18% | Add +23.7% | 398,245 | $12.1M |
| Atria Investments, Inc | 0.15% | Add +3.3% | 397,375 | $12.1M |
| HighTower Advisors, LLC | 0.02% | Add +12.2% | 389,967 | $11.9M |
| Key Financial Inc | 2.67% | Add +4.2% | 386,146 | $11.8M |
| Avantax Advisory Services, Inc. | 0.07% | Add +6.4% | 382,628 | $11.7M |
| SimpliFi, Inc. | 5.30% | Reduce -1.1% | 380,139 | $11.6M |
| IFG Advisory, LLC | 0.65% | Add +8.0% | 378,706 | $11.5M |
| Solitude Financial Services | 5.03% | Reduce -7.1% | 377,045 | $11.5M |
| Strategic Blueprint, LLC | 0.68% | Add +0.9% | 372,017 | $11.3M |
| Cooper Capital Advisors LLC | 11.63% | — | 367,905 | $11.2M |
| Meridian Wealth Management, LLC | 0.51% | Add +9.2% | 354,095 | $10.8M |
| IMG Wealth Management, Inc. | 9.84% | — | 349,080 | $10.6M |
| Tower Wealth Partners, Inc. | 5.54% | Reduce -6.3% | 347,704 | $10.6M |
| Farther Finance Advisors, LLC | 0.38% | New | 346,336 | $10.6M |
| First Horizon Advisors, Inc. | 0.29% | Reduce -5.4% | 342,015 | $10.4M |
| Ergawealth Advisors, Inc. | 5.11% | Add +27.2% | 339,054 | $10.3M |
| Apollon Wealth Management, LLC | 0.23% | Add +5.8% | 321,922 | $9.8M |
| Schulz Wealth, LTD. | 7.33% | Reduce -4.5% | 313,318 | $9.5M |
| RiverTree Advisors, LLC | 6.22% | Reduce -1.5% | 310,559 | $9.5M |
| HBW Advisory Services LLC | 0.96% | Add +9.8% | 306,202 | $9.3M |
| Triton Wealth Management, PLLC | 4.79% | Add +0.8% | 307,019 | $9.3M |
| Twin Peaks Wealth Advisors, LLC | 3.93% | Add +9.5% | 303,912 | $9.3M |
| Centaurus Financial, Inc. | 0.54% | Reduce -0.4% | 292,810 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.7% | 292,532 | $8.9M |
| Madrona Financial Services, LLC | 2.41% | Add +119.1% | 290,131 | $8.8M |
| Chris Bulman Inc | 5.61% | Add +0.2% | 288,701 | $8.8M |
| Flagship Harbor Advisors, LLC | 0.46% | Add +50.9% | 288,478 | $8.8M |
| Concorde Asset Management, LLC | 4.51% | Reduce -19.1% | 283,969 | $8.7M |
| Rehmann Capital Advisory Group | 0.55% | Add +27.5% | 283,441 | $8.6M |
| World Equity Group, Inc. | 1.80% | Add +5.1% | 275,464 | $8.4M |
| Frederick Financial Consultants, LLC | 6.58% | — | 270,231 | $8.2M |
| Naviter Wealth, LLC | 0.99% | Add +2.0% | 269,640 | $8.2M |
| Renaissance Technologies | 0.01% | Add +108.4% | 262,804 | $8.0M |
"% 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.