FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q1 2025 (March 31)
434holders +16
43new positions
20sold out
3famous investors
$29.68avg. 13F price*

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

0200400600 Q1 2024: 287Q1 2024Q2 2024: 326Q2 2024Q3 2024: 352Q3 2024Q4 2024: 418Q4 2024Q1 2025: 434Q1 2025Q2 2025: 439Q2 2025Q3 2025: 439Q3 2025Q4 2025: 503Q4 2025Q1 2026: 508Q1 2026Q2 2026: 539Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions43$44.2M
Exits20$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.

Show all 434 holders