FT Vest Lad Buffervetf-Usd IBUFRETF

13F holders, Q1 2026 (March 31)
508holders +5
38new positions
32sold out
3famous investors
$33.79avg. 13F price*

At the end of Q1 2026, 508 institutions reported holding FT Vest Lad Buffervetf-Usd I (BUFR) in their 13F filings, up 5 from Q4 2025. 38 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($1.6B), Cetera Investment Advisers ($454.5M) and Commonwealth Equity Services, LLC ($334.7M). 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 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 (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$65.0M
Exits32$54.8M

All 13F filers, Q4 2025 → Q1 2026: 20,965,916 shares bought and 9,552,818 shares sold, net +11,413,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 508 holders

LPL Financial LLC 0.42% Add +5.6% 47,103,344 $1.6B
Cetera Investment Advisers 0.48% Add +4.7% 13,458,771 $454.5M
Commonwealth Equity Services, LLC 0.47% Reduce -14.0% 9,909,885 $334.7M
Envestnet Asset Management Inc. 0.08% Add +28.5% 8,887,386 $300.1M
Osaic Holdings, Inc. 0.38% Add +7.4% 7,718,941 $260.7M
Raymond James Financial Inc. 0.06% Add +9.4% 6,073,722 $205.1M
Morgan Stanley 0.01% Add +58.8% 5,487,830 $185.3M
Cwm, LLC 0.46% Add +3.5% 5,140,529 $173.6M
Royal Bank of Canada 0.03% Reduce -1.5% 4,727,143 $159.6M
Cambridge Investment Research Advisors, Inc. 0.29% Add +0.8% 3,289,880 $111.1M
Private Advisor Group, LLC 0.52% Reduce -0.3% 3,271,223 $110.5M
Wealth Enhancement Advisory Services, LLC 0.23% Reduce -17.8% 3,059,294 $103.9M
Wells Fargo & Company 0.02% Add +131.1% 3,011,441 $101.7M
MML Investors Services, LLC 0.28% Reduce -17.2% 3,002,233 $101.4M
NewEdge Advisors, LLC 0.36% Add +6.5% 2,927,297 $98.9M
Harbour Investments, Inc. 1.36% Add +5.4% 2,616,292 $88.4M
Kestra Advisory Services, LLC 0.32% Reduce -22.2% 2,506,065 $84.6M
Howard Capital Management, LLC 1.29% Add +86.3% 2,342,494 $79.1M
Truist Financial Corp. 0.10% Add +1.9% 2,158,531 $72.9M
Kestra Private Wealth Services, LLC 0.83% Add +1.7% 2,001,554 $67.6M
Macro Advisors, Inc. 27.80% — 1,993,551 $67.3M
IHT Wealth Management, LLC 1.31% Reduce -0.8% 1,666,914 $56.3M
Aptus Capital Advisors, LLC 0.46% Add +0.9% 1,613,612 $54.5M
Gladstone Institutional Advisory LLC 1.96% Add +9.7% 1,568,092 $53.0M
Guardian Wealth Advisors, LLC / NC 3.14% Reduce -0.5% 1,461,076 $49.3M
NorthRock Partners, LLC 0.78% Add +19.8% 1,429,232 $48.3M
Independent Advisor Alliance 0.46% Add +19371.6% 1,282,008 $43.3M
Janney Montgomery Scott LLC 0.11% Add +17.1% 1,280,580 $43.2M
McKinney Capital Management, LLC 35.99% — 1,240,917 $41.9M
Integrated Wealth Concepts LLC 0.33% Add +16.2% 1,229,258 $41.5M
Equitable Holdings, Inc. 0.24% Add +8.7% 1,091,040 $37.4M
Tradition Wealth Management, LLC 2.59% Reduce -15.8% 1,078,068 $36.4M
Milestone Asset Management, LLC 6.54% Add +3.4% 1,049,887 $35.5M
Goldstone Financial Group, LLC 3.77% Reduce -3.7% 1,029,244 $34.8M
Hibernia Wealth Partners, LLC 9.88% Reduce -2.8% 989,332 $33.4M
Triad Wealth Partners, LLC 2.52% Reduce -9.7% 943,338 $31.9M
Mariner, LLC 0.04% Add +0.9% 936,326 $31.6M
Prosperity Consulting Group, LLC 1.37% Add +6.1% 912,623 $30.8M
Sound View Wealth Advisors Group, LLC 2.03% Reduce -1.3% 883,125 $29.8M
Brookstone Capital Management 0.34% Reduce -11.6% 882,232 $29.8M
CreativeOne Wealth, LLC 0.69% Add +4.0% 874,769 $29.5M
Independent Financial Group, LLC 0.64% Add +11.9% 843,779 $28.5M
Ausdal Financial Partners, Inc. 1.19% Add +7.4% 784,849 $26.5M
Prospera Financial Services Inc 0.41% Add +3.8% 759,862 $25.7M
Sanctuary Advisors, LLC 0.13% Reduce -2.3% 730,987 $24.7M
StoneX Group Inc. 1.33% Reduce -4.6% 729,003 $24.6M
Ignite Planners, LLC 3.66% Add +0.5% 701,672 $23.7M
HBW Advisory Services LLC 2.32% Add +24.2% 650,750 $22.0M
Valtinson Bruner Financial Planning LLC 5.77% Add +8.4% 622,088 $21.0M
Stratos Wealth Partners, LTD. 0.23% Add +16.6% 606,620 $20.5M
Jane Street Group, LLC 0.02% New 603,047 $20.4M
RFG Advisory, LLC 0.37% Reduce -17.1% 600,657 $20.3M
Holos Integrated Wealth LLC 10.09% Reduce -0.9% 585,255 $19.9M
VestGen Advisors, LLC 0.56% Reduce -6.9% 552,796 $19.9M
HighTower Advisors, LLC 0.02% Add +27.9% 582,180 $19.7M
Flagship Harbor Advisors, LLC 0.82% Add +4.5% 552,911 $18.7M
Prime Capital Investment Advisors, LLC 0.21% Add +1784.9% 547,760 $18.5M
Great Valley Advisor Group, Inc. 0.32% Add +7.0% 513,571 $17.3M
Cooper Financial Group 1.74% Add +5.6% 508,888 $17.2M
Foundations Investment Advisors, LLC 0.21% Add +115.3% 496,290 $16.8M
Solano Wealth Investment Advisors LLC 8.33% Add +1.3% 495,059 $16.7M
Symphony Financial Services, Inc. 8.52% Add +5.5% 491,555 $16.6M
IMG Wealth Management, Inc. 10.56% Add +2.2% 490,399 $16.6M
PSI Advisors, LLC 3.93% Reduce -13.8% 481,155 $16.2M
Centennial Wealth Advisory LLC 3.93% Reduce -2.9% 481,010 $16.2M
Tidemark, LLC 4.07% Add +66.0% 474,516 $16.0M
Oppenheimer & Co. Inc. 0.19% Reduce -23.9% 473,643 $16.0M
Bleakley Financial Group, LLC 0.24% Reduce -4.1% 447,505 $15.1M
Gateway Wealth Partners, LLC 0.58% Add +100.0% 437,526 $14.8M
Koshinski Asset Management, Inc. 0.91% Add +37.0% 431,922 $14.6M
Hobart Private Capital, LLC 2.83% Reduce -1.6% 425,894 $14.4M
Cooper Capital Advisors LLC 9.93% Add +1.4% 420,276 $14.2M
Strategic Blueprint, LLC 0.82% Add +1.7% 417,291 $14.1M
Arkadios Wealth Advisors 0.23% Add +99.3% 415,315 $14.0M
Goldenstone Wealth Management LLC 10.14% Add +8.8% 412,747 $13.9M
Key Financial Inc 2.47% Reduce -0.3% 410,356 $13.9M
Capasso Planning Partners LLC 7.39% Add +11.5% 405,423 $13.7M
World Investment Advisors 0.22% Add +7.3% 403,650 $13.6M
Keystone Financial Group 0.93% Add +5.9% 401,470 $13.6M
Rockefeller Capital Management L.P. 0.02% Add +2.3% 399,356 $13.5M
Meridian Wealth Management, LLC 0.47% Add +2.2% 392,738 $13.3M
Kovack Advisors, Inc. 0.71% Add +0.8% 388,961 $13.2M
SageGuard Financial Group, LLC 2.00% Reduce -16.1% 381,944 $12.9M
WealthPlan Investment Management, LLC 0.71% Reduce -32.1% 378,290 $12.8M
Steward Partners Investment Advisory, LLC 0.06% Reduce -1.9% 374,635 $12.7M
Uniting Wealth Partners, LLC 2.68% New 372,152 $12.6M
Pallas Capital Advisors LLC 0.47% Reduce -6.1% 370,653 $12.5M
Money Concepts Capital Corp. 0.68% Add +2.5% 365,973 $12.4M
Tower Wealth Partners, Inc. 6.71% Add +1.5% 359,485 $12.1M
Sigma Planning Corp 0.33% Reduce -6.0% 349,728 $11.8M
Apollon Wealth Management, LLC 0.19% Reduce -9.9% 347,560 $11.7M
WCG Wealth Advisors LLC 0.33% Add +6.0% 345,296 $11.7M
HighPoint Advisor Group LLC 0.49% Add +12.2% 343,501 $11.6M
Benjamin Edwards Inc. 0.11% Add +0.9% 340,439 $11.5M
WealthPLAN Partners, LLC 2.19% Reduce -18.1% 335,657 $11.3M
AE Wealth Management LLC 0.06% Add +13.6% 331,898 $11.2M
Geneos Wealth Management Inc. 0.25% Reduce -14.3% 324,155 $10.9M
Concurrent Investment Advisors, LLC 0.12% Add +16.4% 316,548 $10.7M
Regal Investment Advisors LLC 0.62% Add +6.4% 315,475 $10.7M
Creative Financial Designs Inc. 0.64% Add +89.1% 313,972 $10.6M

"% 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 508 holders