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
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 |
| Rehmann Capital Advisory Group | 0.51% | Reduce -4.7% | 270,231 | $8.0M |
| Ameritas Advisory Services, LLC | 0.32% | Add +3.6% | 266,235 | $8.0M |
| Solitude Financial Services | 3.05% | Reduce -29.8% | 264,626 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +138.2% | 261,585 | $7.8M |
| CoreCap Advisors, LLC | 0.34% | Reduce -0.5% | 259,665 | $7.7M |
| Regal Investment Advisors LLC | 0.60% | Add +10.8% | 247,706 | $7.4M |
| SCS Capital Management LLC | 0.09% | New | 239,329 | $7.1M |
| Twin Peaks Wealth Advisors, LLC | 3.23% | Reduce -19.2% | 245,629 | $7.1M |
| Family Capital Management, Inc. | 4.30% | Add +3.7% | 234,796 | $7.0M |
| Financial Futures Ltd Liability Co. | 3.93% | Add +0.9% | 233,584 | $6.9M |
| PMG Wealth Management, Inc. | 7.30% | Add +1.1% | 231,525 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -52.2% | 231,139 | $6.9M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Add +2.5% | 223,252 | $6.6M |
| Tyler-Stone Wealth Management | 1.18% | Add +5.4% | 221,380 | $6.6M |
| Golden State Wealth Management, LLC | 0.97% | Add +20.4% | 220,207 | $6.5M |
| Kingsview Wealth Management, LLC | 0.12% | Add +8.4% | 217,867 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +2.3% | 207,587 | $6.2M |
| HFG Wealth Management, LLC | 3.70% | Reduce -1.6% | 200,541 | $6.1M |
| Freedom Investment Management, Inc. | 0.49% | Add +5.3% | 197,067 | $5.9M |
| AE Wealth Management LLC | 0.05% | Reduce -0.9% | 196,450 | $5.8M |
| Madrona Financial Services, LLC | 1.59% | Reduce -32.9% | 194,723 | $5.8M |
| Jacobi Capital Management LLC | 0.43% | Add +2.7% | 194,616 | $5.8M |
| Arax Advisory Partners | 0.37% | Reduce -9.9% | 194,035 | $5.8M |
| FreeGulliver LLC | 2.87% | Add +29.5% | 190,747 | $5.7M |
| Capital Investment Advisory Services, LLC | 0.50% | Add +7.5% | 187,446 | $5.6M |
| Integrated Advisors Network LLC | 0.28% | Add +5.5% | 186,997 | $5.6M |
| Gateway Wealth Partners, LLC | 1.23% | Add +107.4% | 183,650 | $5.5M |
| Benjamin Edwards Inc. | 0.07% | Reduce -27.8% | 179,890 | $5.3M |
| Encompass More Asset Management | 1.59% | Add +11.2% | 179,076 | $5.3M |
| Seros Financial, LLC | 3.93% | Add +2.6% | 177,322 | $5.3M |
| Synovus Financial Corp. | 0.07% | Add +18.4% | 176,243 | $5.2M |
| FOCUS Wealth Advisors, LLC | 2.88% | Reduce -1.2% | 175,366 | $5.2M |
| Iams Wealth Management, LLC | 2.34% | Add +10.9% | 171,876 | $5.1M |
| Andina Capital Management, LLC | 3.63% | Add +29.8% | 171,857 | $5.1M |
| Western Wealth Management, LLC | 0.33% | Add +74.1% | 169,251 | $5.0M |
| Keystone Financial Group | 0.50% | Reduce -35.5% | 164,101 | $4.9M |
| Pallas Capital Advisors LLC | 0.20% | Add +248.8% | 162,353 | $4.8M |
| L.M. Kohn & Company | 1.26% | Add +8.1% | 162,303 | $4.8M |
| Breakthru Advisory Services, LLC | 7.39% | Add +0.1% | 161,001 | $4.8M |
| Sowell Financial Services LLC | 0.22% | Add +516.2% | 159,337 | $4.7M |
| Central Pacific Bank - Trust Division | 0.68% | Add +91.4% | 159,270 | $4.7M |
| Kickstand Ventures, Llc. | 1.20% | New | 156,842 | $4.7M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Add +24.5% | 153,581 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +1.9% | 148,230 | $4.4M |
| Tsfg, LLC | 0.89% | Add +4.8% | 147,328 | $4.4M |
| Trail Ridge Investment Advisors, LLC | 2.23% | Add +42.0% | 145,541 | $4.3M |
| Consolidated Portfolio Review Corp | 0.69% | Reduce -0.8% | 144,654 | $4.3M |
| Cambridge Advisors Inc. | 0.93% | Add +2.3% | 142,945 | $4.2M |
| Core Wealth Advisors, Inc. | 1.34% | Add +20.4% | 142,384 | $4.2M |
| Wedbush Securities Inc. | 0.15% | Add +11.5% | 139,148 | $4.1M |
| Arkadios Wealth Advisors | 0.15% | Add +11.3% | 136,689 | $4.1M |
| Geneos Wealth Management Inc. | 0.13% | Add +6.3% | 129,276 | $3.8M |
| PCG Wealth Advisors, LLC | 1.34% | Add +0.9% | 128,881 | $3.8M |
| Creative Financial Designs Inc. | 0.30% | Add +10225.4% | 128,345 | $3.8M |
| Five Pine Wealth Management | 3.06% | Add +2.9% | 126,617 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +1756.9% | 123,427 | $3.7M |
| Stonebridge Financial Planning Group, LLC | 1.65% | Add +16.9% | 121,908 | $3.6M |
| Keystone Wealth Services, LLC | 0.96% | Add +118.4% | 119,477 | $3.5M |
| Advisor Resource Council | 0.28% | Add +1615.0% | 203,746 | $3.5M |
| Acorn Wealth Advisors, LLC | 1.44% | Reduce -5.0% | 116,836 | $3.5M |
| Noble Wealth Management PBC | 2.34% | Add +1.8% | 115,479 | $3.4M |
| Integrity Financial Corp | 1.93% | Reduce -1.6% | 114,647 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +2.0% | 109,958 | $3.3M |
| Kovack Advisors, Inc. | 0.34% | Add +10.5% | 108,519 | $3.2M |
| Prostatis Group LLC | 1.00% | Reduce -9.6% | 106,910 | $3.2M |
| First Heartland Consultants, Inc. | 0.33% | Add +16.4% | 106,324 | $3.2M |
| Onyx Bridge Wealth Group LLC | 0.45% | Add +7.6% | 104,963 | $3.1M |
| Blueprint Investment Partners LLC | 0.57% | Add +76.8% | 104,253 | $3.1M |
| Principal Securities, Inc. | 0.07% | No change | 99,987 | $3.0M |
| Koshinski Asset Management, Inc. | 0.26% | Add +25.1% | 101,666 | $3.0M |
| Bison Wealth, LLC | 0.28% | Reduce -17.1% | 100,868 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -56.3% | 100,423 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 99,920 | $3.0M |
| Private Advisory Group LLC | 0.33% | Add +182.9% | 97,749 | $2.9M |
| Perennial Investment Advisors, LLC | 0.32% | Add +1.1% | 96,995 | $2.9M |
| Harvest Investment Services, LLC | 0.78% | Reduce -44.8% | 94,266 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -1.8% | 94,108 | $2.8M |
| N.E.W. Advisory Services LLC | 0.21% | Add +89.8% | 92,774 | $2.8M |
| PKS Advisory Services, LLC | 0.73% | Add +13.1% | 90,098 | $2.7M |
| Nvest Financial, LLC | 1.43% | No change | 89,867 | $2.7M |
| Financial Guidance Group, Inc. | 1.43% | Add +11.0% | 89,080 | $2.6M |
| IFP Advisors, Inc | 0.08% | Reduce -4.5% | 89,026 | $2.6M |
| Flagstar Securities, Inc. | 0.67% | Add +5.4% | 88,709 | $2.6M |
| Wealth Watch Advisors, INC | 2.11% | Add +111.6% | 87,637 | $2.6M |
| Glen Eagle Advisors, LLC | 0.41% | Reduce -7.6% | 84,319 | $2.5M |
| Simplicity Wealth,LLC | 0.19% | Add +20.8% | 83,868 | $2.5M |
| Private Trust Co. NA | 0.25% | Add +19.1% | 83,338 | $2.5M |
| NWF Advisory Services Inc. | 0.35% | Add +536.9% | 83,100 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 82,740 | $2.5M |
| Falcon Wealth Planning | 0.27% | No change | 82,550 | $2.5M |
| TFB Advisors LLC | 0.71% | Reduce -17.0% | 82,430 | $2.4M |
| Maia Wealth LLC | 0.53% | Reduce -4.0% | 81,452 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.82% | Reduce -11.2% | 79,260 | $2.4M |
| Sand Hill Global Advisors, LLC | 0.09% | New | 77,629 | $2.3M |
| WT Wealth Management | 0.74% | Add +9.7% | 76,449 | $2.3M |
| Maridea Wealth Management LLC | 0.73% | Reduce -4.8% | 75,375 | $2.2M |
| Stephens Inc. | 0.03% | Add +34.4% | 74,810 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.0% | 74,180 | $2.2M |
| Richard P Slaughter Associates Inc | 0.51% | New | 73,433 | $2.2M |
| Navalign, LLC | 0.62% | Add +59.7% | 72,955 | $2.2M |
| Financial Advocates Investment Management | 0.15% | Add +3.6% | 72,325 | $2.1M |
| Center for Financial Planning, Inc. | 0.27% | New | 71,880 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +36.3% | 70,932 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +36.3% | 70,932 | $2.1M |
| SLT Holdings LLC | 2.07% | Add +29.8% | 70,250 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Add +65.5% | 69,890 | $2.1M |
| Capasso Planning Partners LLC | 0.87% | Add +264.9% | 69,824 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Reduce -20.1% | 69,444 | $2.1M |
| Merit Financial Group, LLC | 0.03% | Add +42.4% | 69,089 | $2.1M |
| Northeast Planning Associates, Inc. / NH / | 1.65% | New | 66,968 | $2.0M |
| Perissos Private Wealth Management, LLC | 1.78% | Add +17.1% | 65,861 | $2.0M |
| Higgins & Schmidt Wealth Strategies LLC | 1.12% | Reduce -10.8% | 63,764 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +10.1% | 63,625 | $1.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.17% | Add +5.7% | 62,245 | $1.8M |
| Clark Wealth Partners | 1.37% | New | 62,110 | $1.8M |
| WCG Wealth Advisors LLC | 0.14% | Add +12.6% | 60,880 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.23% | Reduce -0.2% | 58,128 | $1.7M |
| MAI Capital Management | 0.01% | Add +377.4% | 56,583 | $1.7M |
| Trilogy Capital Inc. | 0.09% | Add +128.5% | 56,568 | $1.7M |
| Magnolia Capital Advisors LLC | 0.45% | Add +1.3% | 56,327 | $1.7M |
| DHJJ Financial Advisors, Ltd. | 0.67% | Add +10.8% | 55,917 | $1.7M |
| ABLE Financial Group, LLC | 0.47% | Reduce -76.2% | 55,865 | $1.7M |
| Lion Street Advisors, LLC | 0.51% | Add +5.8% | 54,284 | $1.6M |
| Independent Wealth Network Inc. | 0.63% | Add +26.5% | 53,094 | $1.6M |
| Purus Wealth Management, LLC | 0.67% | Reduce -2.5% | 52,701 | $1.6M |
| RDA Financial Network | 0.47% | Add +0.5% | 52,662 | $1.6M |
| Keudell/Morrison Wealth Management | 0.36% | Reduce -42.5% | 51,463 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +24.4% | 51,341 | $1.5M |
| Lane & Associates LLC | 0.82% | Add +30.9% | 50,967 | $1.5M |
| Apollon Financial, LLC | 0.36% | Add +26.5% | 50,804 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | Add +6.7% | 51,160 | $1.5M |
| Legacy Wealth Managment, LLC | 1.07% | Add +14.4% | 49,821 | $1.5M |
| Blue Bell Private Wealth Management, LLC | 0.27% | Reduce -0.8% | 47,922 | $1.4M |
| Snowden Capital Advisors LLC | 0.05% | Add +4.7% | 47,215 | $1.4M |
| Atlas Private Wealth Advisors | 0.19% | Reduce -30.9% | 44,916 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +2.3% | 44,721 | $1.3M |
| Mascagni Wealth Management, Inc. | 1.26% | No change | 42,776 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Add +7.7% | 42,239 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Add +0.4% | 41,132 | $1.2M |
| Wagner Wealth Management, LLC | 0.30% | No change | 40,094 | $1.2M |
| PFG Advisors | 0.07% | Add +48.8% | 40,077 | $1.2M |
| Clarity Capital Partners LLC | 0.48% | Add +39.5% | 39,791 | $1.2M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -16.4% | 39,509 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Reduce -1.0% | 39,313 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.5% | 38,791 | $1.2M |
| Precedent Wealth Partners, LLC | 0.32% | Reduce -1.2% | 38,542 | $1.1M |
| Novem Group | 0.16% | Reduce -6.7% | 38,263 | $1.1M |
| FSA Advisors, Inc. | 0.90% | Add +0.9% | 38,368 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -38.3% | 38,051 | $1.1M |
| Bank of Montreal | 0.00% | No change | 38,000 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Add +37.5% | 37,979 | $1.1M |
| Asset Allocation Strategies LLC | 0.28% | Add +154.8% | 37,440 | $1.1M |
| Heritage Wealth Management, Inc. | 0.37% | Add +5.3% | 37,096 | $1.1M |
| Larson Financial Group LLC | 0.05% | Add +2.2% | 36,826 | $1.1M |
| Riverbend Wealth Management, LLC | 0.97% | Add +22.9% | 36,705 | $1.1M |
| Bright Futures Wealth Management, LLC. | 1.14% | Reduce -5.4% | 36,698 | $1.0M |
| AQR Capital Management | 0.00% | Add +16.7% | 34,528 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +1.5% | 34,415 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | New | 34,165 | $1.0M |
| Sonoma Private Wealth LLC | 1.40% | Add +8.8% | 33,907 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.50% | No change | 33,847 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +27.9% | 33,560 | $996K |
| Essex Financial Services, Inc. | 0.07% | Reduce -3.6% | 33,530 | $996K |
| Ameriflex Group, Inc. | 0.41% | Reduce -58.1% | 33,449 | $993K |
| Whipplewood Advisors, LLC | 0.56% | Reduce -95.6% | 1,482 | $941K |
| American Institute for Advanced Investment Management, LLP | 0.72% | Reduce -9.7% | 31,585 | $938K |
| Strategic Financial Concepts, LLC | 0.18% | Add +41.8% | 31,468 | $934K |
| Claro Advisors Inc. | 0.13% | Add +4.0% | 31,456 | $934K |
| Columbia Advisory Partners LLC | 0.80% | Reduce -40.7% | 31,226 | $927K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -8.9% | 31,136 | $924K |
| Santori & Peters, Inc. | 0.37% | Reduce -15.6% | 31,025 | $921K |
| SteelPeak Wealth, LLC | 0.04% | Add +0.7% | 30,850 | $916K |
| Leigh Baldwin & Co., LLC | 0.73% | Add +15.9% | 30,740 | $913K |
| Synergy Financial Group, LTD | 0.82% | Add +26.7% | 30,667 | $911K |
| Balboa Wealth Partners | 0.22% | Add +28.5% | 30,146 | $895K |
| Synergy Investment Management, LLC | 0.37% | Add +215.8% | 29,750 | $883K |
| Calton & Associates, Inc. | 0.20% | Add +188.7% | 29,634 | $880K |
| TrueWealth Advisors, LLC | 0.29% | No change | 29,443 | $874K |
| Fermata Advisors, LLC | 0.16% | New | 29,417 | $873K |
| Element Wealth, LLC | 0.46% | No change | 29,082 | $863K |
| Lighthouse Wealth Management Inc. | 0.77% | Add +80.8% | 28,284 | $840K |
| Renaissance Technologies | 0.00% | Reduce -89.3% | 28,200 | $837K |
| Lanark Financial, Inc. | 0.07% | — | 28,110 | $834K |
| Bullseye Investment Management, LLC | 0.53% | Reduce -7.4% | 28,041 | $833K |
| Morgan Stanley | 0.00% | Add +7.9% | 27,871 | $827K |
| FSB Premier Wealth Management, Inc. | 0.32% | Add +97.1% | 27,388 | $813K |
| Alliance Wealth Advisors, LLC | 0.47% | No change | 27,171 | $807K |
| OneAscent Financial Services LLC | 0.05% | Add +132.3% | 27,138 | $806K |
| Ancora Advisors LLC | 0.02% | No change | 27,000 | $802K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +14.5% | 26,638 | $791K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -17.4% | 26,304 | $781K |
| Focus Partners Wealth | 0.00% | No change | 26,294 | $781K |
| Kestra Investment Management, LLC | 0.01% | Add +7.8% | 25,478 | $756K |
| Hazlett, Burt & Watson, Inc. | 0.34% | Add +8.6% | 25,436 | $756K |
| Secured Retirement Advisors, LLC | 0.48% | Reduce -79.2% | 24,917 | $740K |
| Paragon Private Wealth Management, LLC | 0.34% | Add +8.8% | 24,764 | $735K |
| LVZ, Inc. | 0.09% | Add +156.1% | 24,012 | $713K |
| EWG Elevate Inc. | 0.27% | No change | 23,711 | $704K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +0.2% | 23,165 | $688K |
| Mgo One Seven LLC | 0.03% | Add +86.1% | 22,935 | $681K |
| Belpointe Asset Management LLC | 0.04% | Reduce -32.6% | 22,860 | $679K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +11.3% | 22,671 | $673K |
| Concorde Asset Management, LLC | 0.36% | Reduce -91.8% | 23,403 | $673K |
| Prosperity Wealth Management, Inc. | 0.31% | Add +21.2% | 22,538 | $669K |
| Sovran Advisors, LLC | 0.09% | Add +43.7% | 23,262 | $662K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.5% | 21,760 | $646K |
| BridgePort Financial Solutions, LLC | 0.29% | Add +37.8% | 21,665 | $643K |
| EdgeRock Capital LLC | 0.43% | No change | 20,510 | $609K |
| Brendel Financial Advisors LLC | 0.37% | New | 20,305 | $603K |
| TCFG Wealth Management, LLC | 0.30% | Add +3.3% | 20,242 | $601K |
| Spire Wealth Management | 0.02% | Add +132.5% | 20,207 | $600K |
| Foguth Wealth Management, LLC. | 0.14% | Reduce -0.1% | 19,479 | $578K |
| Signal Advisors Wealth, LLC | 0.06% | Add +50.8% | 19,479 | $578K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | No change | 19,411 | $576K |
| Axis Wealth Partners, LLC | 0.42% | Add +7.5% | 19,350 | $574K |
| Adamsbrown Wealth Consultants LLC | 0.17% | Add +16.1% | 17,852 | $530K |
| Castleview Partners, LLC | 0.36% | Add +0.3% | 17,717 | $526K |
| BlackRock, Inc. | 0.00% | New | 17,662 | $524K |
| Tucker Asset Management LLC | 0.17% | Add +27.4% | 17,501 | $520K |
| Winebrenner Capital Management LLC | 0.47% | Add +127.1% | 17,467 | $519K |
| Allworth Financial LP | 0.00% | Reduce -1.0% | 17,580 | $513K |
| New Century Financial Group, LLC | 0.58% | Reduce -46.0% | 16,983 | $504K |
| Uptick Partners, LLC | 0.17% | Add +3.6% | 16,931 | $503K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -5.6% | 16,840 | $500K |
| Advisory Resource Group | 0.10% | Add +43.6% | 16,642 | $494K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -20.2% | 16,229 | $482K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.3% | 16,164 | $480K |
| Brass Tax Wealth Management, Inc. | 0.10% | Reduce -1.3% | 16,101 | $478K |
| Concentrum Wealth Management | 0.18% | Add +34.7% | 15,994 | $475K |
| Founders Financial Securities LLC | 0.04% | Add +68.7% | 15,933 | $467K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 15,516 | $461K |
| Clarus Group, Inc. | 0.18% | No change | 15,505 | $460K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +16.6% | 14,914 | $443K |
| Vista Cima Wealth Management LLC | 0.47% | Reduce -0.7% | 14,857 | $441K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 14,275 | $424K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -9.1% | 14,163 | $420K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -2.8% | 13,920 | $413K |
| LexAurum Advisors, LLC | 0.08% | Reduce -13.7% | 13,885 | $412K |
| Michels Family Financial, LLC | 0.37% | Add +6.5% | 13,830 | $411K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 13,048 | $387K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.6% | 12,849 | $382K |
| Echo Wealth Management, LLC | 0.25% | Add +10.8% | 12,431 | $369K |
| Nicholson Wealth Management Group, LLC | 0.24% | Add +0.7% | 12,345 | $367K |
| SimpliFi, Inc. | 0.17% | Reduce -96.8% | 12,341 | $366K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -33.5% | 12,335 | $366K |
| Apeiron RIA LLC | 0.11% | Reduce -2.1% | 12,303 | $365K |
| Legacy Solutions, LLC | 0.39% | No change | 11,848 | $352K |
| Runnymede Capital Advisors, Inc. | 0.33% | No change | 11,702 | $347K |
| Fisher Asset Management | 0.00% | New | 11,684 | $347K |
| Savvy Advisors, Inc. | 0.03% | New | 11,560 | $343K |
| GSG Advisors LLC | 0.11% | Add +69.9% | 11,826 | $340K |
| LifeWealth Investments, LLC | 0.16% | New | 11,308 | $336K |
| Smith, Moore & Co. | 0.03% | Add +3.8% | 11,038 | $328K |
| Capital Analysts, LLC | 0.01% | Add +20.4% | 10,700 | $318K |
| Creative Planning | 0.00% | New | 10,681 | $317K |
| Triad Wealth Partners, LLC | 0.10% | New | 10,641 | $316K |
| Mission Financial Group, LLC | 0.28% | — | 8,962 | $303K |
| Prospect Financial Services LLC | 0.17% | Reduce -0.4% | 10,125 | $301K |
| WESPAC Advisors SoCal, LLC | 0.08% | No change | 10,000 | $297K |
| Indie Asset Partners, LLC | 0.26% | Reduce -6.8% | 9,985 | $296K |
| Virtue Capital Management, LLC | 0.03% | New | 9,968 | $296K |
| Davies Financial Advisors, Inc. | 0.24% | Reduce -10.0% | 9,369 | $278K |
| Avior Wealth Management, LLC | 0.01% | Add +84.3% | 9,342 | $277K |
| Murphy & Mullick Capital Management Corp | 0.27% | New | 9,269 | $275K |
| Independent Advisor Alliance | 0.01% | Reduce -99.4% | 9,163 | $272K |
| Worth Asset Management, LLC | 0.15% | Add +0.6% | 9,031 | $268K |
| Pursue Wealth Partners LLC | 0.16% | No change | 8,970 | $266K |
| Bokf, NA | 0.00% | Reduce -10.1% | 8,950 | $266K |
| Garden State Investment Advisory Services LLC | 0.08% | No change | 8,850 | $263K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -8.4% | 8,802 | $260K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 8,592 | $255K |
| Heritage Wealth Partners, LLC | 0.38% | Add +8.5% | 8,403 | $249K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,398 | $249K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 8,394 | $249K |
| Cascade Investment Group, Inc. | 0.19% | No change | 8,342 | $248K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -3.3% | 8,711 | $247K |
| National Wealth Management Group, LLC | 0.16% | New | 8,296 | $246K |
| Ascentis Independent Advisors | 0.05% | Reduce -33.4% | 8,174 | $243K |
| Catalina Capital Group, LLC | 0.16% | No change | 8,059 | $239K |
| Blair William & Co. | 0.00% | Add +93.9% | 7,724 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 7,683 | $228K |
| Bank of America Corp. | 0.00% | New | 7,678 | $228K |
| Pitti Group Wealth Management, LLC | 0.23% | Reduce -86.8% | 7,669 | $228K |
| Prosperity Financial Group, Inc. | 0.11% | No change | 7,491 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -71.2% | 7,439 | $221K |
| Fortress Private Ledger, LLC | 0.12% | New | 7,220 | $214K |
| ORBA Wealth Advisors, L.L.C. | 0.11% | New | 7,200 | $214K |
| Mayfair Advisory Group, LLC | 0.12% | Reduce -6.6% | 7,050 | $209K |
| McDonald Partners LLC | 0.05% | No change | 7,000 | $208K |
| Accel Wealth Management | 0.07% | New | 6,916 | $205K |
| Masso Torrence Wealth Management Inc. | 0.11% | No change | 6,907 | $205K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,907 | $205K |
| Advyzon Investment Management, LLC | 0.07% | New | 6,896 | $205K |
| Forge Financial Services LLC | 0.18% | No change | 6,854 | $203K |
| Brookwood Investment Group LLC | 0.03% | — | 6,844 | $203K |
| Wiser Advisor Group LLC | 0.28% | New | 6,321 | $188K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 5,305 | $158K |
| Assetmark, Inc. | 0.00% | Add +18.9% | 4,214 | $125K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +7.0% | 3,940 | $117K |
| EPG Wealth Management LLC | 0.03% | New | 3,700 | $110K |
| MTM Investment Management, LLC | 0.03% | New | 3,000 | $89K |
| Wells Fargo & Company | 0.00% | Add +14895.0% | 2,999 | $89K |
| Fifth Third Bancorp | 0.00% | New | 2,700 | $80K |
| MPWM Advisory Solutions, LLC | 0.06% | Reduce -78.2% | 2,666 | $79K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,473 | $73K |
| Wolff Wiese Magana LLC | 0.05% | No change | 2,387 | $71K |
| Rossby Financial, LCC | 0.03% | New | 2,319 | $68K |
| Comerica Bank | 0.00% | No change | 2,038 | $61K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,950 | $58K |
| US Bancorp \de | 0.00% | No change | 1,710 | $51K |
| Asset Dedication, LLC | 0.00% | No change | 1,661 | $49K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.6% | 1,536 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -38.6% | 1,497 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,418 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +48.8% | 1,367 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +491.5% | 1,118 | $33K |
| TruNorth Capital Management, LLC | 0.01% | New | 1,000 | $30K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -2.7% | 973 | $29K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -57.9% | 873 | $26K |
| Lindbrook Capital, LLC | 0.00% | No change | 770 | $23K |
| Hexagon Capital Partners LLC | 0.00% | No change | 631 | $19K |
| Fortitude Family Office, LLC | 0.01% | No change | 541 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $15K |
| GAMMA Investing LLC | 0.00% | New | 500 | $15K |
| Financial Connections Group, Inc. | 0.01% | Reduce -84.0% | 408 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 381 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 376 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | New | 260 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +879.0% | 186 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 160 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +14400.0% | 145 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 141 | $4K |
| GKV Capital Management Co., Inc. | 0.00% | New | 136 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 55 | $2K |
"% 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.