FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q3 2025 (September 30)
439holders
34new positions
28sold out
4famous investors
$33.40avg. 13F price*

At the end of Q3 2025, 439 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, unchanged from Q2 2025. 34 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($1.4B), Cetera Investment Advisers ($407.3M) and Commonwealth Equity Services, LLC ($381.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions34$62.6M
Exits28$35.0M

All 13F filers, Q2 2025 → Q3 2025: 15,793,822 shares bought and 5,718,079 shares sold, net +10,075,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

LPL Financial LLC 0.41% Add +5.6% 42,012,498 $1.4B
Cetera Investment Advisers 0.47% Add +10.8% 12,188,582 $407.3M
Commonwealth Equity Services, LLC 0.49% Add +6.2% 11,413,499 $381.4M
Envestnet Asset Management Inc. 0.08% Add +9.0% 8,267,876 $276.3M
Osaic Holdings, Inc. 0.35% Add +4.5% 7,580,561 $250.1M
Cwm, LLC 0.51% Add +0.2% 5,081,884 $169.8M
Raymond James Financial Inc. 0.05% Add +27.0% 4,697,285 $157.0M
Royal Bank of Canada 0.03% Reduce -2.1% 4,658,503 $155.7M
Wealth Enhancement Advisory Services, LLC 0.18% Add +6.2% 3,578,359 $119.7M
MML Investors Services, LLC 0.30% Add +0.9% 3,315,259 $110.8M
Kestra Advisory Services, LLC 0.49% Add +71.6% 3,208,731 $107.2M
Private Advisor Group, LLC 0.53% Add +6.9% 3,192,939 $106.7M
Cambridge Investment Research Advisors, Inc. 0.26% Add +8.1% 2,844,131 $95.1M
Harbour Investments, Inc. 1.93% Add +3.5% 2,547,704 $85.1M
NewEdge Advisors, LLC 0.39% Add +1.9% 2,542,145 $85.0M
Truist Financial Corp. 0.10% Add +2.6% 2,236,051 $74.7M
Kestra Private Wealth Services, LLC 0.84% Add +0.8% 1,926,268 $64.4M
Aptus Capital Advisors, LLC 0.48% Reduce -7.5% 1,584,027 $52.9M
IHT Wealth Management, LLC 1.30% Add +0.4% 1,534,032 $51.3M
Guardian Wealth Advisors, LLC / NC 3.22% Reduce -8.6% 1,475,609 $49.3M
Gladstone Institutional Advisory LLC 1.81% Reduce -4.7% 1,407,762 $47.0M
Creekmur Asset Management LLC 7.44% Add +5.9% 1,343,680 $44.9M
Tradition Wealth Management, LLC 3.09% Reduce -0.5% 1,248,745 $41.7M
Janney Montgomery Scott LLC 0.09% Reduce -1.0% 1,074,339 $35.9M
Goldstone Financial Group, LLC 4.13% Add +3.1% 1,045,412 $34.9M
Milestone Asset Management, LLC 6.38% Reduce -5.1% 1,007,902 $33.7M
Triad Wealth Partners, LLC 4.22% Add +1691.4% 979,487 $32.7M
Mariner, LLC 0.04% Reduce -10.5% 958,572 $32.0M
Equitable Holdings, Inc. 0.23% Add +15.0% 954,554 $31.9M
NorthRock Partners, LLC 0.57% Add +3.7% 943,161 $31.5M
Foundations Investment Advisors, LLC 0.45% Reduce -2.1% 921,479 $30.8M
Brookstone Capital Management 0.36% Reduce -2.6% 910,409 $30.4M
Integrated Wealth Concepts LLC 0.27% Add +2.7% 904,424 $30.2M
Morgan Stanley 0.00% Add +2081.3% 895,077 $29.9M
Coppell Advisory Solutions LLC 3.10% Add +13.3% 878,432 $29.3M
Sound View Wealth Advisors Group, LLC 2.00% Add +2.0% 868,694 $29.0M
CreativeOne Wealth, LLC 0.70% Add +22.4% 856,131 $28.6M
Howard Capital Management, LLC 0.36% Add +53.9% 812,169 $27.1M
RFG Advisory, LLC 0.55% Reduce -22.5% 788,325 $26.3M
StoneX Group Inc. 1.11% Reduce -0.8% 760,502 $25.4M
Sanctuary Advisors, LLC 0.14% Add +5.5% 753,423 $25.2M
VestGen Advisors, LLC 0.83% Reduce -3.4% 741,360 $24.8M
Prosperity Consulting Group, LLC 1.17% Add +106.2% 709,901 $23.7M
Prospera Financial Services Inc 0.39% Add +3.4% 686,664 $22.9M
Ignite Planners, LLC 3.74% Reduce -0.4% 682,794 $22.8M
Independent Financial Group, LLC 0.55% Add +19.7% 682,753 $22.8M
Ausdal Financial Partners, Inc. 1.07% Add +12.6% 659,627 $22.0M
Valtinson Bruner Financial Planning LLC 6.53% Add +2.3% 659,402 $22.0M
WealthPlan Investment Management, LLC 1.44% Reduce -0.2% 649,043 $21.7M
Rovin Capital /Ut/ 5.84% Reduce -0.1% 631,219 $21.1M
Holos Integrated Wealth LLC 11.48% Add +1.5% 590,239 $19.5M
Oppenheimer & Co. Inc. 0.23% Add +8.6% 555,904 $18.6M
PSI Advisors, LLC 4.66% New 536,667 $17.9M
IFG Advisory, LLC 0.80% Add +21.8% 525,348 $17.6M
Hibernia Wealth Partners, LLC 11.13% Reduce -48.2% 519,808 $17.4M
Stratos Wealth Partners, LTD. 0.20% Reduce -6.9% 503,183 $16.8M
Flagship Harbor Advisors, LLC 0.72% Add +10.4% 496,714 $16.6M
Solano Wealth Investment Advisors LLC 7.99% Add +0.2% 495,542 $16.6M
Centennial Wealth Advisory LLC 4.58% Add +3.2% 492,872 $16.5M
IMG Wealth Management, Inc. 10.89% Add +13.3% 481,858 $16.1M
Cooper Financial Group 1.74% Reduce -0.4% 469,898 $15.7M
Bleakley Financial Group, LLC 0.35% Add +2.3% 453,846 $15.2M
Symphony Financial Services, Inc. 7.91% Add +1.0% 439,852 $14.7M
Hobart Private Capital, LLC 3.07% Reduce -5.7% 439,202 $14.7M
WealthPLAN Partners, LLC 2.14% Add +1.4% 426,960 $14.3M
HighTower Advisors, LLC 0.02% Add +2.9% 426,331 $14.2M
Key Financial Inc 2.57% Add +0.6% 415,309 $13.9M
HBW Advisory Services LLC 1.56% Add +6.5% 414,530 $13.9M
Strategic Blueprint, LLC 0.60% Add +2.9% 408,257 $13.6M
Steward Partners Investment Advisory, LLC 0.08% Reduce -2.6% 396,865 $13.3M
Pallas Capital Advisors LLC 0.48% Add +57.6% 393,039 $13.1M
Cooper Capital Advisors LLC 8.45% Add +0.9% 391,446 $13.1M
Sigma Planning Corp 0.36% Add +1.2% 379,638 $12.7M
Meridian Wealth Management, LLC 0.48% Add +2.3% 375,508 $12.5M
Apollon Wealth Management, LLC 0.22% Add +3.1% 374,741 $12.5M
Geneos Wealth Management Inc. 0.32% Add +6.7% 373,346 $12.5M
Uniting Wealth Partners, LLC 2.86% New 362,966 $12.1M
Great Valley Advisor Group, Inc. 0.24% Add +2.7% 361,538 $12.1M
Tower Wealth Partners, Inc. 6.43% Reduce -0.4% 350,459 $11.7M
Schulz Wealth, LTD. 7.74% Add +12.2% 350,277 $11.7M
Triton Wealth Management, PLLC 4.45% Reduce -1.7% 346,287 $11.7M
Rockefeller Capital Management L.P. 0.02% Add +7.6% 345,866 $11.6M
Money Concepts Capital Corp. 0.71% Add +4.0% 343,980 $11.5M
Creative Planning 0.01% Add +878.4% 332,327 $11.1M
Ergawealth Advisors, Inc. 5.06% Reduce -20.2% 324,852 $10.9M
Kirkwood Financial Services 3.99% — 322,364 $10.8M
Lifestyle Asset Management, Inc. 3.68% Reduce -41.8% 322,515 $10.8M
Financial Network Wealth Advisors LLC 11.14% Reduce -2.9% 304,845 $10.2M
Frederick Financial Consultants, LLC 5.47% Add +3.5% 292,058 $9.8M
Ssi Investment Management LLC 3.66% Add +0.4% 289,444 $9.7M
Solitude Financial Services 3.29% Add +2.3% 288,009 $9.6M
Regal Investment Advisors LLC 0.62% Add +8.1% 284,167 $9.5M
World Equity Group, Inc. 2.04% Add +3.0% 269,131 $9.0M
Golden State Wealth Management, LLC 0.97% Add +11.4% 263,820 $8.8M
LeClair Wealth Partners LLC 5.48% Add +8.9% 263,335 $8.8M
Rehmann Capital Advisory Group 0.47% Reduce -3.7% 259,483 $8.7M
Twin Peaks Wealth Advisors, LLC 2.95% Add +3.1% 258,428 $8.6M
PMG Wealth Management, Inc. 6.53% Add +4.2% 256,960 $8.6M
Centaurus Financial, Inc. 0.39% Add +5.7% 247,068 $8.3M
Financial Futures Ltd Liability Co. 3.96% Add +4.4% 244,146 $8.2M

"% 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