FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q2 2025 (June 30)
439holders +5
44new positions
38sold out
3famous investors
$31.81avg. 13F price*

At the end of Q2 2025, 439 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 5 from Q1 2025. 44 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($1.3B), Cetera Investment Advisers ($350.0M) and Commonwealth Equity Services, LLC ($341.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions44$30.3M
Exits38$75.9M

All 13F filers, Q1 2025 → Q2 2025: 12,024,133 shares bought and 12,184,223 shares sold, net −160,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

LPL Financial LLC 0.42% Reduce -1.8% 39,789,726 $1.3B
Cetera Investment Advisers 0.59% Add +6.2% 11,005,421 $350.0M
Commonwealth Equity Services, LLC 0.45% Add +29.1% 10,750,500 $341.9M
Envestnet Asset Management Inc. 0.07% Reduce -0.0% 7,586,628 $241.2M
Osaic Holdings, Inc. 0.41% Reduce -26.5% 7,256,445 $230.8M
Cwm, LLC 0.57% Add +2.4% 5,071,339 $161.3M
Royal Bank of Canada 0.03% Reduce -10.7% 4,758,353 $151.3M
Raymond James Financial Inc. 0.04% Add +7.4% 3,699,495 $117.6M
Wealth Enhancement Advisory Services, LLC 0.18% Add +20.6% 3,369,271 $107.9M
MML Investors Services, LLC 0.30% Add +11.6% 3,284,070 $104.4M
Private Advisor Group, LLC 0.51% Add +78.2% 2,987,146 $95.0M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -14.4% 2,630,495 $83.7M
NewEdge Advisors, LLC 0.41% Add +7.7% 2,495,086 $79.3M
Harbour Investments, Inc. 1.98% Add +3.2% 2,460,370 $78.2M
Truist Financial Corp. 0.10% Add +6.3% 2,179,501 $69.3M
Kestra Private Wealth Services, LLC 0.88% Add +0.8% 1,910,379 $60.8M
Kestra Advisory Services, LLC 0.29% Add +7.7% 1,869,946 $59.5M
Aptus Capital Advisors, LLC 0.54% Add +4.3% 1,712,987 $54.5M
Guardian Wealth Advisors, LLC / NC 3.61% Add +4.2% 1,614,405 $51.3M
IHT Wealth Management, LLC 1.34% Reduce -6.8% 1,528,390 $48.6M
Gladstone Institutional Advisory LLC 1.94% Add +2.6% 1,477,793 $47.0M
Creekmur Asset Management LLC 7.13% Add +3.3% 1,268,466 $40.3M
Tradition Wealth Management, LLC 3.19% Add +1.0% 1,254,553 $39.9M
Janney Montgomery Scott LLC 0.09% Reduce -29.1% 1,085,048 $34.5M
Mariner, LLC 0.05% Reduce -7.2% 1,070,644 $34.0M
Milestone Asset Management, LLC 7.14% Add +4.8% 1,062,106 $33.8M
Goldstone Financial Group, LLC 4.29% Reduce -2.7% 1,013,599 $32.5M
RFG Advisory, LLC 0.76% Add +1.3% 1,017,113 $32.3M
Hibernia Wealth Partners, LLC 11.63% Add +98.8% 1,003,204 $31.9M
Good Life Advisors, LLC 1.96% Add +0.3% 984,991 $31.3M
Amplius Wealth Advisors, LLC 2.91% Reduce -0.9% 983,331 $31.3M
Foundations Investment Advisors, LLC 0.47% Add +2.6% 941,302 $29.9M
Brookstone Capital Management 0.39% Reduce -16.3% 934,486 $29.7M
NorthRock Partners, LLC 0.75% Add +8.3% 909,213 $28.9M
Integrated Wealth Concepts LLC 0.28% Add +4.8% 880,923 $28.0M
Sound View Wealth Advisors Group, LLC 2.00% Add +3.5% 851,230 $27.1M
Equitable Holdings, Inc. 0.22% Add +14.1% 830,227 $26.4M
Coppell Advisory Solutions LLC 2.92% Add +35.1% 775,179 $24.6M
StoneX Group Inc. 1.19% Add +0.9% 766,703 $24.4M
VestGen Advisors, LLC 0.97% Add +6.3% 767,624 $24.4M
Avantax Advisory Services, Inc. 0.13% Add +68.5% 765,271 $24.3M
Sanctuary Advisors, LLC 0.14% Add +10.1% 713,828 $22.7M
CreativeOne Wealth, LLC 0.58% Add +7.5% 699,232 $22.2M
Ignite Planners, LLC 3.84% Add +2.1% 685,442 $22.0M
Prospera Financial Services Inc 0.39% Add +2.8% 664,373 $21.1M
WealthPlan Investment Management, LLC 1.51% Add +51.9% 650,529 $20.7M
Valtinson Bruner Financial Planning LLC 6.43% Add +1.2% 644,302 $20.5M
Rovin Capital /Ut/ 6.08% Reduce -0.8% 631,697 $20.1M
Holos Integrated Wealth LLC 11.37% Add +1.0% 581,708 $18.9M
Ausdal Financial Partners, Inc. 1.24% Add +5.7% 586,054 $18.6M
Independent Financial Group, LLC 0.50% Add +12.1% 570,245 $18.1M
Lifestyle Asset Management, Inc. 8.23% Reduce -0.6% 554,223 $17.6M
Stratos Wealth Partners, LTD. 0.23% Reduce -30.0% 540,585 $17.2M
Atria Wealth Solutions, Inc. 0.39% Reduce -50.0% 535,930 $17.1M
Howard Capital Management, LLC 0.25% Add +91.9% 527,749 $16.8M
Oppenheimer & Co. Inc. 0.22% Add +8.0% 511,962 $16.3M
Solano Wealth Investment Advisors LLC 8.07% Reduce -4.7% 494,458 $15.7M
Seros Financial, LLC 9.77% Add +173.5% 484,927 $15.4M
Centennial Wealth Advisory LLC 4.83% Reduce -0.5% 477,731 $15.2M
Cooper Financial Group 1.76% Add +5.8% 471,867 $15.0M
Hobart Private Capital, LLC 3.36% Reduce -12.4% 465,724 $14.8M
Flagship Harbor Advisors, LLC 0.68% Add +3.8% 449,759 $14.3M
Bleakley Financial Group, LLC 0.36% Reduce -4.5% 443,814 $14.1M
Symphony Financial Services, Inc. 8.27% Add +2.7% 435,332 $13.8M
IFG Advisory, LLC 0.69% Reduce -1.5% 431,284 $13.7M
IMG Wealth Management, Inc. 10.47% Add +8.3% 425,139 $13.5M
WealthPLAN Partners, LLC 2.15% Reduce -34.1% 420,907 $13.4M
HighTower Advisors, LLC 0.02% Reduce -3.5% 414,176 $13.2M
Key Financial Inc 2.64% Reduce -0.4% 412,741 $13.1M
Steward Partners Investment Advisory, LLC 0.10% Add +2.2% 407,277 $13.0M
Ergawealth Advisors, Inc. 5.82% Reduce -4.3% 407,113 $12.9M
Strategic Blueprint, LLC 0.62% Add +3.5% 396,804 $12.6M
HBW Advisory Services LLC 1.53% Add +9.7% 389,311 $12.4M
Cooper Capital Advisors LLC 11.90% Add +4.2% 387,831 $12.3M
Sigma Planning Corp 0.36% Reduce -31.6% 375,159 $11.9M
First Horizon Advisors, Inc. 0.31% Add +2.0% 373,790 $11.9M
Meridian Wealth Management, LLC 0.50% Reduce -0.9% 367,042 $11.7M
Apollon Wealth Management, LLC 0.23% Add +6.7% 363,415 $11.6M
Triton Wealth Management, PLLC 4.86% — 352,334 $11.4M
Great Valley Advisor Group, Inc. 0.25% Reduce -45.1% 352,118 $11.2M
Tower Wealth Partners, Inc. 6.61% Add +1.4% 351,737 $11.2M
Geneos Wealth Management Inc. 0.27% Add +170.7% 349,890 $11.1M
Prosperity Consulting Group, LLC 0.80% Add +24.0% 344,345 $11.0M
Money Concepts Capital Corp. 0.70% Reduce -11.1% 330,880 $10.5M
Rockefeller Capital Management L.P. 0.02% Add +6.6% 321,508 $10.2M
JPMorgan Chase & Co. 0.00% Reduce -30.1% 314,574 $10.0M
Financial Network Wealth Advisors LLC 12.14% Reduce -2.8% 313,886 $10.0M
Schulz Wealth, LTD. 7.42% Add +5.0% 312,141 $9.9M
Ssi Investment Management LLC 3.70% Reduce -19.8% 288,390 $9.2M
Frederick Financial Consultants, LLC 5.57% Add +2.5% 282,035 $9.0M
Solitude Financial Services 3.24% Add +6.4% 281,596 $9.0M
Rehmann Capital Advisory Group 0.52% Reduce -0.3% 269,490 $8.6M
Drake & Associates, LLC 2.07% Reduce -35.2% 265,795 $8.5M
Concurrent Investment Advisors, LLC 0.16% Reduce -45.4% 264,554 $8.4M
Regal Investment Advisors LLC 0.63% Add +6.1% 262,842 $8.4M
World Equity Group, Inc. 2.27% Reduce -8.6% 261,244 $8.3M
Twin Peaks Wealth Advisors, LLC 2.65% Add +2.0% 250,672 $8.2M
CoreCap Advisors, LLC 0.32% Reduce -2.6% 252,840 $8.0M
Pallas Capital Advisors LLC 0.30% Add +53.6% 249,329 $7.9M
PMG Wealth Management, Inc. 6.47% Add +6.6% 246,725 $7.8M

"% 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 439 holders