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 |
| CoreCap Advisors, LLC | 0.36% | Add +2.6% | 261,056 | $8.0M |
| Ameritas Advisory Services, LLC | 0.27% | Add +15.6% | 256,945 | $7.8M |
| Keystone Financial Group | 0.77% | Add +596.2% | 254,402 | $7.8M |
| Benjamin Edwards Inc. | 0.11% | Add +4.2% | 249,128 | $7.6M |
| Financial Network Wealth Advisors LLC | 13.53% | Reduce -54.1% | 238,800 | $7.3M |
| ABLE Financial Group, LLC | 2.11% | Reduce -31.5% | 234,483 | $7.1M |
| Financial Futures Ltd Liability Co. | 4.00% | Add +9.4% | 231,434 | $7.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -6.8% | 229,534 | $7.0M |
| PMG Wealth Management, Inc. | 6.35% | — | 228,890 | $7.0M |
| Money Concepts Capital Corp. | 0.52% | Reduce -59.0% | 228,203 | $7.0M |
| Family Capital Management, Inc. | 4.16% | Add +130.2% | 226,326 | $6.9M |
| Regal Investment Advisors LLC | 0.51% | Add +26.5% | 223,498 | $6.8M |
| Edge Capital Group, LLC | 0.30% | Add +11.5% | 220,705 | $6.7M |
| Howard Capital Management, LLC | 0.10% | Add +106.9% | 218,582 | $6.7M |
| Gallagher Fiduciary Advisors, LLC | 1.30% | Add +4.3% | 217,867 | $6.6M |
| Arax Advisory Partners | 0.41% | Add +499.3% | 215,293 | $6.6M |
| Tyler-Stone Wealth Management | 1.14% | Add +152.4% | 210,056 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.27% | Reduce -1.3% | 202,949 | $6.2M |
| Kingsview Wealth Management, LLC | 0.12% | Reduce -3.6% | 200,945 | $6.1M |
| HFG Wealth Management, LLC | 3.95% | Reduce -5.4% | 203,899 | $6.1M |
| AE Wealth Management LLC | 0.05% | Add +53.6% | 198,157 | $6.0M |
| Ssi Investment Management LLC | 2.11% | Add +6.9% | 193,428 | $5.9M |
| Jacobi Capital Management LLC | 0.43% | Add +43.6% | 189,460 | $5.8M |
| Freedom Investment Management, Inc. | 0.47% | Add +84.9% | 187,114 | $5.7M |
| Golden State Wealth Management, LLC | 0.84% | — | 182,974 | $5.6M |
| Prosperity Consulting Group, LLC | 0.41% | Add +25.3% | 178,980 | $5.5M |
| FOCUS Wealth Advisors, LLC | 2.87% | Add +3.8% | 177,565 | $5.4M |
| Integrated Advisors Network LLC | 0.26% | Add +10.2% | 177,244 | $5.4M |
| Capital Investment Advisory Services, LLC | 0.51% | Reduce -18.4% | 174,309 | $5.3M |
| Harvest Investment Services, LLC | 1.27% | Add +34.8% | 170,767 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +5.1% | 168,610 | $5.1M |
| Seros Financial, LLC | 4.50% | — | 172,849 | $5.0M |
| Encompass More Asset Management | 1.62% | Add +13.4% | 160,984 | $4.9M |
| Breakthru Advisory Services, LLC | 4.44% | — | 160,916 | $4.9M |
| Capital CS Group, LLC | 6.33% | Add +6.4% | 155,506 | $4.7M |
| Iams Wealth Management, LLC | 2.16% | Add +10.7% | 154,954 | $4.7M |
| L.M. Kohn & Company | 1.18% | Reduce -0.0% | 150,157 | $4.6M |
| Synovus Financial Corp. | 0.06% | Add +0.1% | 148,807 | $4.5M |
| FreeGulliver LLC | 2.34% | Add +170.7% | 147,268 | $4.5M |
| Concourse Financial Group Securities, Inc. | 0.25% | Add +4.7% | 143,076 | $4.4M |
| Consolidated Portfolio Review Corp | 0.70% | Add +7.4% | 145,792 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -14.6% | 145,401 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +38.7% | 144,838 | $4.4M |
| Tsfg, LLC | 0.88% | Reduce -10.8% | 140,565 | $4.3M |
| Cambridge Advisors Inc. | 0.95% | Add +6.5% | 139,746 | $4.3M |
| Andina Capital Management, LLC | 3.29% | Reduce -35.0% | 132,435 | $4.0M |
| PCG Wealth Advisors, LLC | 1.44% | Add +2.4% | 127,677 | $3.9M |
| Wedbush Securities Inc. | 0.14% | Add +2.4% | 124,809 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.25% | Add +10.9% | 123,327 | $3.8M |
| Five Pine Wealth Management | 3.16% | — | 123,015 | $3.7M |
| Acorn Wealth Advisors, LLC | 1.55% | Reduce -9.0% | 122,978 | $3.7M |
| Arkadios Wealth Advisors | 0.20% | Reduce -4.8% | 122,795 | $3.7M |
| Bison Wealth, LLC | 0.45% | — | 121,716 | $3.7M |
| Geneos Wealth Management Inc. | 0.13% | Add +8.2% | 121,594 | $3.7M |
| Secured Retirement Advisors, LLC | 2.09% | Reduce -1.0% | 119,649 | $3.6M |
| Prostatis Group LLC | 1.05% | Reduce -1.5% | 118,245 | $3.6M |
| Core Wealth Advisors, Inc. | 1.19% | Add +17.2% | 118,211 | $3.6M |
| Integrity Financial Corp | 2.04% | Reduce -3.2% | 116,575 | $3.6M |
| Noble Wealth Management PBC | 2.40% | — | 113,408 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +173.3% | 109,840 | $3.3M |
| IronOak Wealth LLC. | 3.72% | — | 109,050 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +22.4% | 107,827 | $3.3M |
| Stonebridge Financial Planning Group, LLC | 1.42% | Reduce -6.3% | 104,293 | $3.2M |
| Trail Ridge Investment Advisors, LLC | 1.48% | Add +0.2% | 102,521 | $3.1M |
| Principal Securities, Inc. | 0.07% | Add +18.5% | 99,987 | $3.0M |
| TFB Advisors LLC | 0.87% | Add +3.4% | 99,301 | $3.0M |
| Kovack Advisors, Inc. | 0.29% | Reduce -0.6% | 98,220 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +1.9% | 97,580 | $3.0M |
| Western Wealth Management, LLC | 0.16% | Add +29.9% | 97,226 | $3.0M |
| First Hawaiian Bank | 0.10% | Add +14.8% | 97,222 | $3.0M |
| Perennial Investment Advisors, LLC | 0.34% | Add +6.2% | 95,929 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -51.8% | 95,838 | $2.9M |
| IFP Advisors, Inc | 0.09% | Add +17.3% | 93,197 | $2.8M |
| Defined Financial Planning LLC | 3.03% | — | 93,190 | $2.8M |
| First Heartland Consultants, Inc. | 0.29% | Add +46.3% | 91,384 | $2.8M |
| Glen Eagle Advisors, LLC | 0.46% | Add +2.2% | 91,259 | $2.8M |
| Nvest Financial, LLC | 1.39% | New | 89,867 | $2.7M |
| Keudell/Morrison Wealth Management | 0.71% | Add +1.9% | 89,557 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.88% | Reduce -3.6% | 89,218 | $2.7M |
| Gateway Wealth Partners, LLC | 0.70% | Reduce -0.4% | 88,565 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +180.7% | 86,934 | $2.6M |
| Maia Wealth LLC | 0.56% | Add +5.2% | 84,871 | $2.6M |
| Flagstar Securities, Inc. | 0.64% | Add +11.4% | 84,155 | $2.6M |
| Central Pacific Bank - Trust Division | 0.35% | No change | 83,210 | $2.5M |
| Falcon Wealth Planning | 0.28% | Add +52.4% | 82,550 | $2.5M |
| Koshinski Asset Management, Inc. | 0.21% | New | 81,271 | $2.5M |
| Ameriflex Group, Inc. | 1.13% | — | 79,908 | $2.5M |
| Financial Guidance Group, Inc. | 1.34% | Add +12.0% | 80,220 | $2.4M |
| Citadel Advisors | 0.00% | New | 79,704 | $2.4M |
| PKS Advisory Services, LLC | 0.61% | — | 79,689 | $2.4M |
| Maridea Wealth Management LLC | 0.78% | — | 79,193 | $2.4M |
| Symphony Financial Services, Inc. | 1.77% | New | 72,250 | $2.2M |
| Higgins & Schmidt Wealth Strategies LLC | 1.36% | Reduce -70.1% | 71,447 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +135.1% | 71,310 | $2.2M |
| Private Trust Co. NA | 0.22% | Add +7.5% | 69,965 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Add +55.5% | 69,801 | $2.1M |
| WT Wealth Management | 0.67% | New | 69,721 | $2.1M |
| Simplicity Wealth,LLC | 0.44% | Reduce -13.8% | 69,442 | $2.1M |
| Atlas Private Wealth Advisors | 0.28% | New | 64,964 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -5.4% | 61,653 | $1.9M |
| Blueprint Investment Partners LLC | 0.29% | Add +127.8% | 58,963 | $1.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +52.6% | 58,910 | $1.8M |
| Pitti Group Wealth Management, LLC | 1.80% | Reduce -86.0% | 58,273 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +10.5% | 58,245 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +26.2% | 57,772 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.28% | Add +48.2% | 56,257 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -76.9% | 55,670 | $1.7M |
| Magnolia Capital Advisors LLC | 0.44% | Add +5.7% | 55,602 | $1.7M |
| Keystone Wealth Services, LLC | 0.44% | Add +56.5% | 54,696 | $1.7M |
| SLT Holdings LLC | 1.60% | — | 54,127 | $1.6M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -10.2% | 54,080 | $1.6M |
| Purus Wealth Management, LLC | 0.65% | Reduce -75.1% | 54,049 | $1.6M |
| Columbia Advisory Partners LLC | 1.49% | Reduce -75.4% | 52,679 | $1.6M |
| RDA Financial Network | 0.47% | Add +3.9% | 52,393 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -56.0% | 52,028 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -56.0% | 52,028 | $1.6M |
| Lion Street Advisors, LLC | 0.50% | Add +2.3% | 51,331 | $1.6M |
| Global Retirement Partners, LLC | 0.04% | Add +9.2% | 50,536 | $1.5M |
| Old Mission Capital LLC | 0.04% | Reduce -61.8% | 50,503 | $1.5M |
| DHJJ Financial Advisors, Ltd. | 0.60% | Add +65.9% | 50,484 | $1.5M |
| N.E.W. Advisory Services LLC | 0.14% | Reduce -74.7% | 48,875 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +12.4% | 48,503 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.28% | Add +1.8% | 48,288 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +5.3% | 47,930 | $1.5M |
| Legacy Edge Advisors, LLC | 0.23% | Add +7.4% | 47,255 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Add +7.7% | 46,550 | $1.4M |
| Navalign, LLC | 0.41% | Reduce -69.0% | 45,694 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +2.3% | 45,115 | $1.4M |
| Legacy Investment Solutions, LLC | 0.89% | Add +156.2% | 43,561 | $1.3M |
| Legacy Wealth Managment, LLC | 0.89% | Add +156.2% | 43,561 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.9% | 43,730 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -7.8% | 42,220 | $1.3M |
| Independent Wealth Network Inc. | 0.52% | Add +23.8% | 41,970 | $1.3M |
| Mascagni Wealth Management, Inc. | 1.26% | — | 42,776 | $1.3M |
| Wealth Watch Advisors, INC | 0.79% | — | 41,423 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +6.1% | 41,261 | $1.3M |
| Novem Group | 0.19% | — | 41,021 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.45% | Add +13.4% | 40,964 | $1.2M |
| Householder Group Estate & Retirement Specialist, LLC | 0.92% | Reduce -55.4% | 40,501 | $1.2M |
| Apollon Financial, LLC | 0.31% | Add +5.2% | 40,158 | $1.2M |
| Wagner Wealth Management, LLC | 0.32% | Add +19.6% | 40,094 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.38% | New | 39,723 | $1.2M |
| Lane & Associates LLC | 0.62% | New | 38,935 | $1.2M |
| Bright Futures Wealth Management, LLC. | 1.08% | Add +5.8% | 38,778 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Add +20.3% | 39,231 | $1.2M |
| Precedent Wealth Partners, LLC | 0.39% | Add +20.2% | 39,023 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.3% | 38,203 | $1.2M |
| FSA Advisors, Inc. | 1.42% | Reduce -2.5% | 38,032 | $1.2M |
| Bank of Montreal | 0.00% | No change | 38,000 | $1.2M |
| Santori & Peters, Inc. | 0.43% | Add +6.2% | 36,770 | $1.1M |
| Larson Financial Group LLC | 0.06% | Add +2.6% | 36,042 | $1.1M |
| Heritage Wealth Management, Inc. | 0.36% | Add +6.7% | 35,219 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.79% | Reduce -1.1% | 34,970 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Add +4.3% | 34,781 | $1.1M |
| Private Advisory Group LLC | 0.12% | Reduce -0.6% | 34,548 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -2.8% | 34,196 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +8.9% | 33,915 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.51% | Add +3.5% | 33,847 | $1.0M |
| Whipplewood Advisors, LLC | 0.58% | — | 33,751 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -1.8% | 33,922 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +25.8% | 31,861 | $971K |
| New Century Financial Group, LLC | 0.41% | Reduce -8.2% | 31,475 | $964K |
| Sonoma Private Wealth LLC | 1.53% | New | 31,172 | $950K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -2.2% | 30,650 | $934K |
| Bullseye Investment Management, LLC | 0.64% | New | 30,292 | $922K |
| Claro Advisors Inc. | 0.12% | Add +28.5% | 30,231 | $921K |
| Riverbend Wealth Management, LLC | 0.81% | — | 29,869 | $910K |
| AQR Capital Management | 0.00% | Add +16.5% | 29,579 | $901K |
| TrueWealth Advisors, LLC | 0.30% | Add +1.2% | 29,443 | $897K |
| Element Wealth, LLC | 0.46% | Add +52.8% | 29,082 | $886K |
| Clarity Capital Partners LLC | 0.45% | Add +6.6% | 28,524 | $869K |
| International Assets Investment Management, LLC | 0.07% | New | 27,614 | $840K |
| Alliance Wealth Advisors, LLC | 0.47% | No change | 27,171 | $828K |
| Ancora Advisors LLC | 0.02% | No change | 27,000 | $823K |
| PFG Advisors | 0.05% | Reduce -3.2% | 26,926 | $820K |
| Leigh Baldwin & Co., LLC | 0.68% | — | 26,511 | $808K |
| Focus Partners Wealth | 0.00% | No change | 26,294 | $801K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -19.9% | 26,245 | $800K |
| Sowell Financial Services LLC | 0.04% | Reduce -54.8% | 25,858 | $788K |
| Morgan Stanley | 0.00% | Add +2.7% | 25,837 | $787K |
| Axxcess Wealth Management, LLC | 0.02% | Add +4.4% | 25,829 | $787K |
| Trilogy Capital Inc. | 0.04% | Add +8.7% | 24,755 | $754K |
| Synergy Financial Group, LTD | 0.61% | Add +12.1% | 24,204 | $737K |
| EWG Elevate Inc. | 0.22% | Add +4.8% | 23,711 | $722K |
| Kestra Investment Management, LLC | 0.03% | Add +15.4% | 23,629 | $720K |
| Hazlett, Burt & Watson, Inc. | 0.32% | Add +22.0% | 23,424 | $716K |
| Balboa Wealth Partners | 0.16% | New | 23,458 | $715K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +32.8% | 23,264 | $709K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +10.8% | 23,123 | $705K |
| Paragon Private Wealth Management, LLC | 0.32% | New | 22,766 | $694K |
| Strategic Financial Concepts, LLC | 0.13% | Add +128.6% | 22,185 | $676K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 22,088 | $673K |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 21,975 | $670K |
| Mach-1 Financial Group, LLC | 1.16% | Reduce -92.8% | 21,042 | $641K |
| EdgeRock Capital LLC | 0.41% | No change | 20,510 | $625K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 20,378 | $621K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -69.7% | 20,342 | $620K |
| Foguth Wealth Management, LLC. | 0.16% | Add +50.9% | 19,488 | $606K |
| TCFG Wealth Management, LLC | 0.30% | Add +5.2% | 19,593 | $597K |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | New | 19,411 | $591K |
| Capasso Planning Partners LLC | 0.23% | New | 19,136 | $583K |
| Prosperity Wealth Management, Inc. | 0.23% | Add +25.6% | 18,601 | $567K |
| Philip James Wealth Mangement, LLC | 0.08% | Reduce -87.9% | 18,557 | $565K |
| Allworth Financial LP | 0.00% | Add +9.4% | 17,751 | $551K |
| Axis Wealth Partners, LLC | 0.46% | — | 17,995 | $548K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -2.7% | 17,836 | $543K |
| Castleview Partners, LLC | 0.29% | Reduce -1.4% | 17,669 | $538K |
| Uptick Partners, LLC | 0.18% | Add +57.9% | 16,335 | $498K |
| Brass Tax Wealth Management, Inc. | 0.10% | Reduce -6.2% | 16,307 | $497K |
| Sovran Advisors, LLC | 0.07% | — | 16,189 | $492K |
| LexAurum Advisors, LLC | 0.10% | Add +113.6% | 16,089 | $490K |
| BridgePort Financial Solutions, LLC | 0.22% | — | 15,724 | $480K |
| Lighthouse Wealth Management Inc. | 0.44% | — | 15,642 | $477K |
| Lifeworks Advisors, LLC | 0.09% | Add +7.2% | 15,587 | $475K |
| Clarus Group, Inc. | 0.17% | Reduce -10.7% | 15,505 | $472K |
| Owen LaRue, LLC | 0.25% | Add +10.7% | 15,500 | $472K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.2% | 15,499 | $472K |
| Adamsbrown Wealth Consultants LLC | 0.16% | Add +109.7% | 15,380 | $469K |
| Asset Allocation Strategies LLC | 0.11% | New | 14,696 | $456K |
| Vista Cima Wealth Management LLC | 0.47% | — | 14,968 | $456K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -9.4% | 14,327 | $437K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 14,315 | $436K |
| FSB Premier Wealth Management, Inc. | 0.17% | Add +99.1% | 13,897 | $423K |
| Tucker Asset Management LLC | 0.09% | Add +179.2% | 13,738 | $419K |
| Advisory Services Network, LLC | 0.01% | Add +14.9% | 13,612 | $415K |
| Private Portfolio Partners LLC | 0.08% | Add +29.1% | 13,541 | $413K |
| NWF Advisory Services Inc. | 0.06% | Reduce -85.3% | 13,047 | $398K |
| Michels Family Financial, LLC | 0.36% | — | 12,980 | $396K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -4.5% | 12,914 | $393K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 12,796 | $390K |
| Apeiron RIA LLC | 0.11% | Add +2.9% | 12,564 | $383K |
| Mgo One Seven LLC | 0.01% | Reduce -31.0% | 12,323 | $375K |
| Ascentis Independent Advisors | 0.07% | Add +23.9% | 12,270 | $374K |
| Nicholson Wealth Management Group, LLC | 0.25% | New | 12,256 | $373K |
| MPWM Advisory Solutions, LLC | 0.27% | — | 12,243 | $373K |
| Advisor Resource Council | 0.26% | New | 11,880 | $362K |
| Concentrum Wealth Management | 0.13% | New | 11,872 | $362K |
| MAI Capital Management | 0.00% | Add +25.9% | 11,852 | $361K |
| Legacy Solutions, LLC | 0.39% | — | 11,848 | $361K |
| Ameriprise Financial Inc. | 0.00% | New | 11,748 | $358K |
| Runnymede Capital Advisors, Inc. | 0.31% | — | 11,702 | $357K |
| OneAscent Financial Services LLC | 0.03% | New | 11,683 | $356K |
| Advisory Resource Group | 0.07% | New | 11,585 | $353K |
| Leo Wealth, LLC | 0.03% | No change | 11,486 | $350K |
| Echo Wealth Management, LLC | 0.24% | Add +42.0% | 11,216 | $342K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 11,175 | $341K |
| Indie Asset Partners, LLC | 0.26% | Add +16.8% | 10,710 | $326K |
| Smith, Moore & Co. | 0.03% | Add +56.9% | 10,633 | $324K |
| Armstrong, Fleming & Moore, Inc | 0.20% | No change | 10,570 | $322K |
| Davies Financial Advisors, Inc. | 0.27% | Reduce -1.3% | 10,408 | $317K |
| Calton & Associates, Inc. | 0.14% | New | 10,265 | $313K |
| Prospect Financial Services LLC | 0.17% | Reduce -14.0% | 10,165 | $310K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -3.9% | 10,000 | $305K |
| Bokf, NA | 0.01% | Reduce -62.2% | 9,950 | $302K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -81.5% | 9,612 | $293K |
| Founders Financial Securities LLC | 0.03% | New | 9,447 | $288K |
| Synergy Investment Management, LLC | 0.12% | — | 9,421 | $287K |
| LVZ, Inc. | 0.04% | New | 9,377 | $286K |
| Accurate Wealth Management, LLC | 0.05% | Add +15.3% | 9,012 | $275K |
| Worth Asset Management, LLC | 0.15% | Add +2.9% | 8,981 | $274K |
| Pursue Wealth Partners LLC | 0.16% | No change | 8,970 | $273K |
| Capital Analysts, LLC | 0.01% | Add +13.7% | 8,889 | $271K |
| Garden State Investment Advisory Services LLC | 0.08% | No change | 8,850 | $270K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 8,592 | $268K |
| Secure Asset Management, LLC | 0.04% | New | 8,783 | $268K |
| Spire Wealth Management | 0.01% | New | 8,691 | $265K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $257K |
| Cascade Investment Group, Inc. | 0.18% | No change | 8,342 | $254K |
| Catalina Capital Group, LLC | 0.08% | New | 8,059 | $246K |
| Richmond Investment Services, LLC | 0.13% | — | 7,753 | $236K |
| Heritage Wealth Partners, LLC | 0.30% | Reduce -4.6% | 7,745 | $236K |
| Winebrenner Capital Management LLC | 0.18% | — | 7,692 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.2% | 7,683 | $234K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 7,550 | $230K |
| Prosperity Financial Group, Inc. | 0.11% | Reduce -16.4% | 7,491 | $228K |
| McDonald Partners LLC | 0.05% | New | 7,000 | $213K |
| Forge Financial Services LLC | 0.18% | — | 6,854 | $213K |
| GSG Advisors LLC | 0.07% | New | 6,959 | $212K |
| Masso Torrence Wealth Management Inc. | 0.11% | Reduce -3.5% | 6,907 | $210K |
| Cutter & CO Brokerage, Inc. | 0.05% | No change | 6,787 | $207K |
| GG Group Ventures, LLC | 0.27% | No change | 6,749 | $206K |
| Susquehanna International Group, LLP | 0.00% | New | 6,647 | $203K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | No change | 5,502 | $168K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +60.5% | 5,305 | $162K |
| Avior Wealth Management, LLC | 0.01% | Add +6.9% | 5,069 | $154K |
| Blair William & Co. | 0.00% | Add +3.0% | 3,983 | $121K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +40.7% | 3,682 | $112K |
| Assetmark, Inc. | 0.00% | Add +2.6% | 3,544 | $108K |
| Financial Connections Group, Inc. | 0.04% | No change | 2,556 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,473 | $75K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 2,439 | $74K |
| Wolff Wiese Magana LLC | 0.05% | Add +33.6% | 2,387 | $73K |
| Bernard Wealth Management Corp. | 0.03% | — | 2,073 | $63K |
| Comerica Bank | 0.00% | Reduce -0.3% | 2,038 | $62K |
| Archer Investment Corp | 0.01% | No change | 1,779 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -98.9% | 1,778 | $54K |
| US Bancorp \de | 0.00% | Reduce -36.2% | 1,710 | $52K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $51K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,418 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,243 | $38K |
| Valued Wealth Advisors LLC | 0.02% | No change | 1,000 | $30K |
| Sound Income Strategies, LLC | 0.00% | New | 919 | $28K |
| Lindbrook Capital, LLC | 0.00% | New | 770 | $23K |
| UBS Group AG | 0.00% | New | 715 | $22K |
| Hexagon Capital Partners LLC | 0.00% | New | 631 | $19K |
| Fortitude Family Office, LLC | 0.01% | Reduce -23.9% | 541 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 381 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 189 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.0% | 186 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 141 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 80 | $2K |
| Transce3nd, LLC | 0.00% | — | 60 | $2K |
| Lanark Financial, Inc. | 0.07% | — | 25 | $791 |
| Wells Fargo & Company | 0.00% | Reduce -99.0% | 20 | $609 |
| REAP Financial Group, LLC | 0.00% | Reduce -81.2% | 19 | $579 |
| Park Square Financial Group, LLC | 0.00% | — | 5 | $152 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $30 |
"% 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.