FT Vest Lad Buffervetf-Usd IBUFRETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 434 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 16 from Q4 2024. 43 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($1.2B), Cetera Investment Advisers ($307.6M) and Osaic Holdings, Inc. ($293.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- FT Vest Lad Buffervetf-Usd I
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $44.2M |
| Exits | 20 | $30.5M |
All 13F filers, Q4 2024 → Q1 2025: 19,935,067 shares bought and 7,538,140 shares sold, net +12,396,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| LPL Financial LLC | 0.47% | Add +14.5% | 40,522,599 | $1.2B |
| Cetera Investment Advisers | 0.60% | Add +1.1% | 10,361,970 | $307.6M |
| Osaic Holdings, Inc. | 0.65% | Add +11.1% | 9,868,298 | $293.0M |
| Commonwealth Equity Services, LLC | 0.35% | Reduce -3.1% | 8,327,755 | $247.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +13.8% | 7,588,226 | $225.3M |
| Royal Bank of Canada | 0.04% | Add +5.8% | 5,326,647 | $158.1M |
| Cwm, LLC | 0.59% | Add +10.3% | 4,953,406 | $147.1M |
| Raymond James Financial Inc. | 0.04% | Add +46.9% | 3,444,233 | $102.3M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +6.1% | 3,072,757 | $91.2M |
| MML Investors Services, LLC | 0.29% | Reduce -1.8% | 2,943,110 | $87.4M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +13.4% | 2,792,511 | $82.9M |
| Harbour Investments, Inc. | 2.02% | Add +8.1% | 2,384,253 | $70.8M |
| NewEdge Advisors, LLC | 0.41% | Add +18.5% | 2,317,440 | $68.8M |
| Truist Financial Corp. | 0.10% | Add +36.2% | 2,051,310 | $60.9M |
| Kestra Private Wealth Services, LLC | 0.94% | Add +2.0% | 1,895,124 | $56.3M |
| Kestra Advisory Services, LLC | 0.25% | Reduce -8.3% | 1,736,361 | $51.6M |
| Private Advisor Group, LLC | 0.30% | Add +4.5% | 1,676,798 | $49.8M |
| Aptus Capital Advisors, LLC | 0.55% | Add +2.9% | 1,642,939 | $48.8M |
| IHT Wealth Management, LLC | 1.52% | Add +2.9% | 1,640,254 | $48.7M |
| Guardian Wealth Advisors, LLC / NC | 3.68% | Add +4.1% | 1,549,835 | $46.0M |
| Janney Montgomery Scott LLC | 0.13% | Add +11.0% | 1,530,373 | $45.4M |
| Gladstone Institutional Advisory LLC | 1.99% | Add +11.5% | 1,440,754 | $42.8M |
| Tradition Wealth Management, LLC | 3.24% | Add +1.1% | 1,242,010 | $36.9M |
| Creekmur Asset Management LLC | 7.64% | Add +2.0% | 1,228,050 | $36.5M |
| Mariner, LLC | 0.06% | Reduce -10.6% | 1,154,035 | $34.3M |
| Brookstone Capital Management | 0.48% | Reduce -11.3% | 1,116,749 | $33.2M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -21.9% | 1,072,982 | $31.9M |
| Goldstone Financial Group, LLC | 4.68% | Add +6.6% | 1,041,422 | $30.9M |
| Milestone Asset Management, LLC | 6.42% | Reduce -5.7% | 1,013,320 | $30.1M |
| RFG Advisory, LLC | 0.81% | Add +29.6% | 1,004,415 | $29.8M |
| Amplius Wealth Advisors, LLC | 3.06% | Reduce -13.5% | 992,058 | $29.5M |
| Good Life Advisors, LLC | 2.05% | Add +14.9% | 981,762 | $29.1M |
| Foundations Investment Advisors, LLC | 0.50% | Add +14.8% | 917,606 | $27.2M |
| Integrated Wealth Concepts LLC | 0.29% | Add +13.4% | 840,135 | $24.9M |
| NorthRock Partners, LLC | 0.84% | Add +10.3% | 839,200 | $24.9M |
| Sound View Wealth Advisors Group, LLC | 2.00% | Add +3.2% | 822,842 | $24.4M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +10.7% | 772,268 | $22.9M |
| StoneX Group Inc. | 1.24% | Add +2.2% | 760,078 | $22.6M |
| Equitable Holdings, Inc. | 0.21% | Add +30.8% | 727,622 | $21.6M |
| VestGen Advisors, LLC | 0.98% | — | 722,356 | $21.4M |
| Townsquare Capital LLC | 0.22% | Add +0.6% | 682,709 | $20.3M |
| Ignite Planners, LLC | 3.89% | Add +12.6% | 671,211 | $19.9M |
| CreativeOne Wealth, LLC | 0.58% | Reduce -29.4% | 650,179 | $19.3M |
| Sanctuary Advisors, LLC | 0.14% | Add +30.3% | 648,660 | $19.3M |
| Prospera Financial Services Inc | 0.44% | Add +13.3% | 646,382 | $19.2M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +20.6% | 641,319 | $19.0M |
| WealthPLAN Partners, LLC | 2.67% | Add +14.3% | 638,883 | $19.0M |
| Rovin Capital /Ut/ | 6.09% | Reduce -0.9% | 636,984 | $18.9M |
| Valtinson Bruner Financial Planning LLC | 6.39% | Add +33.0% | 636,696 | $18.9M |
| Holos Integrated Wealth LLC | 11.21% | Add +2.4% | 576,019 | $17.1M |
| Coppell Advisory Solutions LLC | 2.34% | Reduce -16.6% | 573,786 | $16.9M |
| Lifestyle Asset Management, Inc. | 9.10% | Reduce -0.3% | 557,383 | $16.5M |
| Ausdal Financial Partners, Inc. | 1.24% | Add +28.8% | 554,336 | $16.5M |
| Sigma Planning Corp | 0.52% | Add +14.9% | 548,129 | $16.3M |
| Hobart Private Capital, LLC | 3.95% | Reduce -54.6% | 531,934 | $15.8M |
| Solano Wealth Investment Advisors LLC | 9.53% | Add +1.9% | 519,033 | $15.4M |
| Independent Financial Group, LLC | 0.52% | Add +11.8% | 508,764 | $15.1M |
| Hibernia Wealth Partners, LLC | 10.64% | Add +8.6% | 504,537 | $15.0M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +17.1% | 484,278 | $14.4M |
| Centennial Wealth Advisory LLC | 5.18% | Reduce -0.3% | 480,042 | $14.3M |
| Oppenheimer & Co. Inc. | 0.21% | Add +19.0% | 473,884 | $14.1M |
| Bleakley Financial Group, LLC | 0.44% | Add +9.7% | 464,934 | $13.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +18.7% | 454,239 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1947.1% | 449,848 | $13.4M |
| Cooper Financial Group | 1.74% | Add +3.3% | 446,153 | $13.2M |
| IFG Advisory, LLC | 0.72% | Add +15.6% | 437,893 | $13.0M |
| Flagship Harbor Advisors, LLC | 0.68% | Add +50.1% | 433,140 | $12.9M |
| HighTower Advisors, LLC | 0.02% | Add +10.1% | 429,332 | $12.7M |
| WealthPlan Investment Management, LLC | 1.25% | Add +1.2% | 428,388 | $12.7M |
| Ergawealth Advisors, Inc. | 6.26% | Add +25.5% | 425,494 | $12.6M |
| Symphony Financial Services, Inc. | 8.22% | Add +486.5% | 423,720 | $12.6M |
| Key Financial Inc | 2.68% | Add +7.3% | 414,260 | $12.3M |
| Drake & Associates, LLC | 3.42% | Add +1.4% | 410,373 | $12.2M |
| PSI Advisors, LLC | 3.95% | Reduce -0.2% | 408,616 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +136.4% | 398,645 | $11.8M |
| IMG Wealth Management, Inc. | 10.47% | Add +12.5% | 392,733 | $11.7M |
| Strategic Blueprint, LLC | 0.62% | Add +3.1% | 383,483 | $11.4M |
| Cooper Capital Advisors LLC | 11.85% | Add +1.2% | 372,282 | $11.1M |
| Money Concepts Capital Corp. | 0.83% | Add +63.0% | 372,019 | $11.0M |
| Meridian Wealth Management, LLC | 0.53% | Add +4.6% | 370,469 | $11.0M |
| First Horizon Advisors, Inc. | 0.31% | Add +7.2% | 366,550 | $10.9M |
| Ssi Investment Management LLC | 4.32% | Add +85.8% | 359,492 | $10.7M |
| HBW Advisory Services LLC | 1.50% | Add +15.9% | 354,898 | $10.5M |
| Tower Wealth Partners, Inc. | 5.50% | Reduce -0.3% | 346,802 | $10.3M |
| Apollon Wealth Management, LLC | 0.22% | Add +5.8% | 340,767 | $10.1M |
| Financial Network Wealth Advisors LLC | 12.59% | Add +35.2% | 322,897 | $9.6M |
| Atria Investments, Inc | 0.12% | Reduce -22.6% | 307,577 | $9.1M |
| Farther Finance Advisors, LLC | 0.23% | Reduce -11.8% | 305,374 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.1% | 301,691 | $9.0M |
| Schulz Wealth, LTD. | 6.73% | Reduce -5.2% | 297,181 | $8.8M |
| Centaurus Financial, Inc. | 0.53% | Add +1.3% | 296,626 | $8.8M |
| Naviter Wealth, LLC | 1.03% | Add +6.8% | 288,051 | $8.5M |
| World Equity Group, Inc. | 2.42% | Add +3.8% | 285,788 | $8.5M |
| Chris Bulman Inc | 5.35% | Reduce -1.2% | 285,323 | $8.5M |
| LeClair Wealth Partners LLC | 5.96% | New | 278,698 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +92.3% | 278,506 | $8.3M |
| Prosperity Consulting Group, LLC | 0.64% | Add +55.1% | 277,682 | $8.2M |
| Frederick Financial Consultants, LLC | 5.89% | Add +1.8% | 275,130 | $8.2M |
| Howard Capital Management, LLC | 0.21% | Add +25.8% | 275,044 | $8.2M |
| RiverTree Advisors, LLC | 5.45% | Reduce -11.7% | 274,311 | $8.1M |
"% 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.