Ftvest Lddrdsmcpmod Buff ETFBUFSETF

13F holders, Q1 2025 (March 31)
28holders +6
9new positions
2sold out
$20.25avg. 13F price*

At the end of Q1 2025, 28 institutions reported holding Ftvest Lddrdsmcpmod Buff ETF (BUFS) in their 13F filings, up 6 from Q4 2024. 9 opened new positions and 2 sold out. The largest holders were Raymond James Financial Inc. ($14.5M), Envestnet Asset Management Inc. ($14.0M) and ODonnell Financial Services, LLC ($10.9M).

Company
Ftvest Lddrdsmcpmod Buff ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$21.4M
Exits2$20K

All 13F filers, Q4 2024 → Q1 2025: 1,662,608 shares bought and 17,654 shares sold, net +1,644,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Raymond James Financial Inc. 0.01% Add +56.8% 716,325 $14.5M
Envestnet Asset Management Inc. 0.00% Add +6.5% 693,364 $14.0M
ODonnell Financial Services, LLC 4.50% New 538,374 $10.9M
NewEdge Advisors, LLC 0.04% Add +45.4% 364,899 $7.4M
Centennial Wealth Advisory LLC 2.35% New 319,476 $6.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +173.3% 198,953 $4.0M
Cetera Investment Advisers 0.01% Add +15.3% 154,947 $3.1M
Geneos Wealth Management Inc. 0.09% Add +1.5% 133,419 $2.7M
World Equity Group, Inc. 0.52% Add +7.6% 89,145 $1.8M
Sanctuary Advisors, LLC 0.01% New 55,869 $1.1M
Bison Wealth, LLC 0.10% Add +1.8% 52,842 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% New 38,375 $777K
Old Mission Capital LLC 0.01% Add +35.3% 36,714 $743K
Synergy Asset Management, LLC 0.09% New 33,943 $687K
B. Riley Wealth Advisors, Inc. 0.02% Add +86.9% 26,905 $545K
Jane Street Group, LLC 0.00% New 23,492 $476K
Susquehanna International Group, LLP 0.00% Reduce -21.3% 22,607 $458K
Arq Wealth Advisors, LLC 0.14% New 18,792 $381K
OneAscent Financial Services LLC 0.02% Add +11.2% 18,126 $367K
Commonwealth Equity Services, LLC 0.00% Reduce -32.5% 15,498 $314K
Capital Analysts, LLC 0.01% Add +111.8% 15,155 $307K
Integrated Wealth Concepts LLC 0.00% New 14,609 $296K
DHJJ Financial Advisors, Ltd. 0.11% Add +26.1% 13,973 $283K
MML Investors Services, LLC 0.00% New 12,417 $251K
Lane & Associates LLC 0.13% Add +6.6% 11,752 $238K
Osaic Holdings, Inc. 0.00% Reduce -49.4% 3,247 $66K
Harbour Investments, Inc. 0.00% Add +10.0% 1,100 $22K
Legacy Wealth Managment, LLC 0.00% No change 72 $1K

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