Ftvest Lddrdsmcpmod Buff ETFBUFSETF

13F holders, Q2 2025 (June 30)
31holders +3
6new positions
3sold out
$21.05avg. 13F price*

At the end of Q2 2025, 31 institutions reported holding Ftvest Lddrdsmcpmod Buff ETF (BUFS) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($15.9M), Envestnet Asset Management Inc. ($14.3M) and NewEdge Advisors, LLC ($9.9M).

Company
Ftvest Lddrdsmcpmod Buff ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$1.8M
Exits3$2.3M

All 13F filers, Q1 2025 → Q2 2025: 659,926 shares bought and 679,954 shares sold, net −20,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Raymond James Financial Inc. 0.01% Add +5.5% 755,591 $15.9M
Envestnet Asset Management Inc. 0.00% Reduce -2.3% 677,406 $14.3M
NewEdge Advisors, LLC 0.05% Add +28.6% 469,361 $9.9M
Geneos Wealth Management Inc. 0.21% Add +205.1% 407,071 $8.6M
Centennial Wealth Advisory LLC 2.26% Add +5.8% 338,042 $7.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +45.2% 288,893 $6.1M
Cetera Investment Advisers 0.01% Reduce -5.3% 146,659 $3.1M
Sanctuary Advisors, LLC 0.01% Add +10.8% 61,914 $1.3M
B. Riley Wealth Advisors, Inc. 0.05% Add +97.5% 53,149 $1.1M
World Equity Group, Inc. 0.29% Reduce -43.6% 50,271 $1.1M
ODonnell Financial Services, LLC 0.35% Reduce -91.9% 43,637 $918K
Independent Financial Group, LLC 0.02% New 40,876 $860K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.3% 38,870 $833K
Synergy Asset Management, LLC 0.07% Reduce -14.7% 28,945 $609K
Integrated Wealth Concepts LLC 0.00% Add +52.2% 22,237 $468K
Susquehanna International Group, LLP 0.00% Reduce -4.4% 21,612 $455K
Arq Wealth Advisors, LLC 0.13% No change 18,792 $381K
DHJJ Financial Advisors, Ltd. 0.12% Add +13.1% 15,797 $332K
OneAscent Financial Services LLC 0.02% Reduce -13.1% 15,753 $332K
NewEdge Wealth, LLC 0.01% New 15,259 $324K
Capital Analysts, LLC 0.01% Add +1.3% 15,350 $323K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 14,815 $312K
Advisory Services Network, LLC 0.00% New 13,388 $284K
MML Investors Services, LLC 0.00% Add +3.3% 12,822 $270K
Osaic Holdings, Inc. 0.00% Add +238.8% 11,002 $232K
Principal Securities, Inc. 0.00% New 6,427 $135K
Ameritas Investment Partners, Inc. 0.00% New 4,815 $101K
UBS Group AG 0.00% New 2,171 $46K
Harbour Investments, Inc. 0.00% Add +46.6% 1,613 $34K
Legacy Investment Solutions, LLC 0.00% — 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.