FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q4 2025 (December 31)
503holders +64
52new positions
14sold out
2famous investors
$34.26avg. 13F price*

At the end of Q4 2025, 503 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 64 from Q3 2025. 52 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($1.5B), Cetera Investment Advisers ($440.6M) and Commonwealth Equity Services, LLC ($395.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
FT Vest Lad Buffervetf-Usd I
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$76.9M
Exits14$27.8M

All 13F filers, Q3 2025 → Q4 2025: 17,919,279 shares bought and 5,596,503 shares sold, net +12,322,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 503 holders

LPL Financial LLC 0.42% Add +6.2% 44,621,823 $1.5B
Cetera Investment Advisers 0.48% Add +5.5% 12,860,043 $440.6M
Commonwealth Equity Services, LLC 0.53% Add +1.0% 11,528,758 $395.0M
Osaic Holdings, Inc. 0.36% Reduce -5.2% 7,184,486 $246.1M
Envestnet Asset Management Inc. 0.07% Reduce -16.4% 6,916,239 $237.0M
Raymond James Financial Inc. 0.06% Add +18.2% 5,553,717 $190.3M
Cwm, LLC 0.46% Reduce -2.3% 4,964,256 $170.1M
Royal Bank of Canada 0.03% Add +3.0% 4,797,326 $164.4M
Wealth Enhancement Advisory Services, LLC 0.17% Add +4.0% 3,723,423 $128.5M
MML Investors Services, LLC 0.30% Add +9.4% 3,626,879 $124.3M
Morgan Stanley 0.01% Add +286.1% 3,455,657 $118.4M
Private Advisor Group, LLC 0.53% Add +2.8% 3,280,887 $112.4M
Cambridge Investment Research Advisors, Inc. 0.30% Add +14.7% 3,262,912 $111.8M
Kestra Advisory Services, LLC 0.46% Add +0.4% 3,220,487 $110.3M
NewEdge Advisors, LLC 0.34% Add +8.1% 2,747,720 $94.1M
Harbour Investments, Inc. 1.72% Reduce -2.6% 2,481,942 $85.0M
Truist Financial Corp. 0.10% Reduce -5.3% 2,117,437 $72.5M
Kestra Private Wealth Services, LLC 0.84% Add +2.2% 1,968,773 $67.5M
IHT Wealth Management, LLC 1.40% Add +9.5% 1,679,663 $57.5M
Aptus Capital Advisors, LLC 0.47% Add +0.9% 1,599,145 $54.8M
Guardian Wealth Advisors, LLC / NC 3.15% Reduce -0.5% 1,467,661 $50.3M
Gladstone Institutional Advisory LLC 1.85% Add +1.5% 1,429,087 $49.0M
Wells Fargo & Company 0.01% Add +38619.8% 1,303,310 $44.7M
Tradition Wealth Management, LLC 3.15% Add +2.5% 1,280,050 $43.9M
Howard Capital Management, LLC 0.56% Add +54.8% 1,257,375 $43.1M
NorthRock Partners, LLC 0.69% Add +26.5% 1,192,856 $40.9M
Janney Montgomery Scott LLC 0.09% Add +1.8% 1,093,935 $37.5M
Goldstone Financial Group, LLC 4.08% Add +2.2% 1,068,841 $36.6M
Integrated Wealth Concepts LLC 0.43% Add +17.0% 1,058,224 $36.3M
Triad Wealth Partners, LLC 3.40% Add +6.6% 1,044,099 $35.8M
Hibernia Wealth Partners, LLC 10.50% Add +95.7% 1,017,400 $34.9M
Milestone Asset Management, LLC 6.56% Add +0.7% 1,015,060 $34.8M
Equitable Holdings, Inc. 0.24% Add +5.2% 1,003,850 $34.4M
Brookstone Capital Management 0.39% Add +9.6% 997,857 $34.2M
Mariner, LLC 0.04% Reduce -3.2% 928,274 $31.8M
Sound View Wealth Advisors Group, LLC 2.06% Add +3.0% 894,718 $30.7M
Coppell Advisory Solutions LLC 2.98% Add +0.2% 879,894 $30.3M
Prosperity Consulting Group, LLC 1.33% Add +21.2% 860,109 $29.5M
CreativeOne Wealth, LLC 0.70% Reduce -1.7% 841,382 $28.8M
StoneX Group Inc. 1.14% Add +0.5% 764,028 $26.2M
Independent Financial Group, LLC 0.58% Add +10.5% 754,296 $25.8M
Sanctuary Advisors, LLC 0.14% Reduce -0.7% 748,494 $25.6M
Prospera Financial Services Inc 0.41% Add +6.6% 731,915 $25.1M
Ausdal Financial Partners, Inc. 1.16% Add +10.8% 730,523 $25.0M
RFG Advisory, LLC 0.47% Reduce -8.1% 724,152 $24.8M
Ignite Planners, LLC 3.69% Add +2.2% 697,971 $24.1M
Rovin Capital /Ut/ 5.80% Add +1.0% 637,496 $21.8M
Oppenheimer & Co. Inc. 0.30% Add +11.9% 622,156 $21.3M
VestGen Advisors, LLC 0.87% Reduce -19.9% 593,600 $20.3M
Holos Integrated Wealth LLC 11.30% Add +0.0% 590,320 $20.2M
Valtinson Bruner Financial Planning LLC 5.65% Reduce -13.0% 573,706 $19.7M
PSI Advisors, LLC 4.81% Add +4.1% 558,502 $19.1M
WealthPlan Investment Management, LLC 1.22% Reduce -14.1% 557,443 $19.1M
Flagship Harbor Advisors, LLC 0.86% Add +6.5% 529,130 $18.1M
HBW Advisory Services LLC 1.95% Add +26.4% 524,041 $18.0M
Stratos Wealth Partners, LTD. 0.20% Add +3.4% 520,042 $17.8M
IFG Advisory, LLC 0.77% Reduce -1.7% 516,442 $17.7M
Centennial Wealth Advisory LLC 4.49% Add +0.5% 495,404 $17.0M
Solano Wealth Investment Advisors LLC 8.30% Reduce -1.4% 488,722 $16.7M
Cooper Financial Group 1.76% Add +2.6% 481,960 $16.5M
Great Valley Advisor Group, Inc. 0.32% Add +32.8% 480,036 $16.4M
IMG Wealth Management, Inc. 10.44% Reduce -0.4% 479,758 $16.4M
Bleakley Financial Group, LLC 0.28% Add +2.8% 466,536 $16.0M
Symphony Financial Services, Inc. 8.18% Add +5.9% 465,822 $16.0M
SageGuard Financial Group, LLC 2.48% — 455,390 $15.6M
HighTower Advisors, LLC 0.02% Add +6.8% 455,213 $15.6M
Hobart Private Capital, LLC 2.89% Reduce -1.4% 432,814 $14.8M
Cooper Capital Advisors LLC 8.94% Add +5.9% 414,609 $14.2M
Key Financial Inc 2.57% Reduce -0.9% 411,757 $14.1M
Strategic Blueprint, LLC 0.83% Add +0.5% 410,263 $14.1M
WealthPLAN Partners, LLC 2.10% Reduce -4.0% 410,055 $14.0M
Pallas Capital Advisors LLC 0.45% Add +0.4% 394,756 $13.5M
Rockefeller Capital Management L.P. 0.02% Add +12.9% 390,582 $13.4M
Kovack Advisors, Inc. 0.63% Add +347.6% 385,809 $13.2M
Apollon Wealth Management, LLC 0.23% Add +2.9% 385,687 $13.2M
Meridian Wealth Management, LLC 0.46% Add +2.3% 384,142 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Reduce -3.8% 381,865 $13.1M
Goldenstone Wealth Management LLC 9.73% — 379,420 $13.0M
Keystone Financial Group 0.96% Add +226.6% 379,123 $13.0M
Geneos Wealth Management Inc. 0.32% Add +1.3% 378,075 $13.0M
World Investment Advisors 0.21% New 376,196 $12.9M
Capasso Planning Partners LLC 6.85% Add +184.8% 363,625 $12.5M
Money Concepts Capital Corp. 0.69% Add +3.8% 357,150 $12.2M
Tower Wealth Partners, Inc. 6.67% Add +1.1% 354,179 $12.1M
Sigma Planning Corp 0.33% Reduce -2.0% 372,173 $12.1M
Benjamin Edwards Inc. 0.13% Add +40.0% 337,374 $11.6M
Kirkwood Financial Services 4.00% Add +3.4% 333,297 $11.4M
WCG Wealth Advisors LLC 0.31% Add +148.4% 325,841 $11.2M
Schulz Wealth, LTD. 7.14% Reduce -7.2% 325,189 $11.1M
Lifestyle Asset Management, Inc. 3.61% Add +0.5% 324,170 $11.1M
Triton Wealth Management, PLLC 4.16% Reduce -7.5% 320,501 $11.0M
Koshinski Asset Management, Inc. 0.70% Add +77.9% 315,321 $10.8M
HighPoint Advisor Group LLC 0.23% New 306,112 $10.5M
Financial Network Wealth Advisors LLC 10.69% Reduce -1.8% 299,499 $10.3M
Regal Investment Advisors LLC 0.61% Add +4.4% 296,543 $10.2M
Frederick Financial Consultants, LLC 5.56% Add +1.5% 296,496 $10.2M
AE Wealth Management LLC 0.06% Add +24.2% 292,058 $10.0M
Centaurus Financial, Inc. 0.46% Add +17.6% 290,438 $9.9M
Ssi Investment Management LLC 3.70% Reduce -0.1% 289,025 $9.9M
WealthCare Investment Partners, LLC 2.85% New 285,610 $9.8M

"% 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 503 holders