Ftvest Lddrdsmcpmod Buff ETFBUFSETF

13F holders, Q4 2024 (December 31)
22holders +11
10new positions
1sold out
$21.33avg. 13F price*

At the end of Q4 2024, 22 institutions reported holding Ftvest Lddrdsmcpmod Buff ETF (BUFS) in their 13F filings, up 11 from Q3 2024. 10 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($13.9M), Raymond James Financial Inc. ($9.7M) and NewEdge Advisors, LLC ($5.4M).

Company
Ftvest Lddrdsmcpmod Buff ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP
33740F243
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q2 2024: 3Q2 2024Q3 2024: 11Q3 2024Q4 2024: 22Q4 2024Q1 2025: 28Q1 2025Q2 2025: 31Q2 2025Q3 2025: 33Q3 2025Q4 2025: 41Q4 2025Q1 2026: 50Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$20.6M
Exits1$68K

All 13F filers, Q3 2024 → Q4 2024: 1,162,162 shares bought and 42,230 shares sold, net +1,119,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders
Envestnet Asset Management Inc. 0.00% New 650,787 $13.9M
Raymond James Financial Inc. 0.00% — 456,993 $9.7M
NewEdge Advisors, LLC 0.03% Add +71.5% 250,997 $5.4M
Cetera Investment Advisers 0.01% New 134,423 $2.9M
Geneos Wealth Management Inc. 0.10% New 131,486 $2.8M
World Equity Group, Inc. 0.38% Add +235.9% 82,871 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -22.5% 72,787 $1.6M
Bison Wealth, LLC 0.14% — 51,911 $1.1M
Susquehanna International Group, LLP 0.00% Add +143.6% 28,706 $612K
Old Mission Capital LLC 0.01% Reduce -39.7% 27,130 $579K
Commonwealth Equity Services, LLC 0.00% Add +12.8% 22,958 $490K
OneAscent Financial Services LLC 0.03% New 16,307 $348K
B. Riley Wealth Advisors, Inc. 0.01% New 14,398 $307K
Lane & Associates LLC 0.12% New 11,029 $240K
DHJJ Financial Advisors, Ltd. 0.09% Add +162.3% 11,084 $236K
Capital Analysts, LLC 0.01% New 7,155 $153K
Osaic Holdings, Inc. 0.00% Add +541.3% 6,413 $137K
Harbour Investments, Inc. 0.00% New 1,000 $21K
NorthRock Partners, LLC 0.00% New 687 $15K
UBS Group AG 0.00% New 242 $5K
Legacy Investment Solutions, LLC 0.00% No change 72 $2K
Legacy Wealth Managment, LLC 0.00% No change 72 $2K

"% of holder's portfolio" is BUFS's weight in each manager's 13F, not the share of Ftvest Lddrdsmcpmod Buff ETF the manager owns.