FT Vest Buffered AllocationBUFTETF
13F holders, Q2 2024 (June 30)56holders +1
3new positions
3sold out
$21.80avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding FT Vest Buffered Allocation (BUFT) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Glen Eagle Advisors, LLC ($19.4M), Centennial Wealth Advisory LLC ($14.1M) and Envestnet Asset Management Inc. ($8.7M).
- Company
- FT Vest Buffered Allocation
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $465K |
| Exits | 3 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 268,266 shares bought and 251,333 shares sold, net +16,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Glen Eagle Advisors, LLC | 3.55% | Add +24.6% | 888,207 | $19.4M |
| Centennial Wealth Advisory LLC | 6.09% | Reduce -1.8% | 644,504 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 400,950 | $8.7M |
| Cwm, LLC | 0.04% | Add +2.0% | 343,156 | $7.5M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 197,434 | $4.3M |
| Synovus Financial Corp. | 0.05% | Reduce -1.1% | 171,522 | $3.7M |
| Geneos Wealth Management Inc. | 0.10% | Add +12.2% | 100,677 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 93,603 | $2.0M |
| Lunt Capital Management, Inc. | 0.98% | Add +6.6% | 91,253 | $2.0M |
| Marshall Financial Group, LLC | 0.53% | Reduce -4.9% | 87,534 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +7.3% | 82,772 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.5% | 77,049 | $1.7M |
| Financial Network Wealth Advisors LLC | 1.00% | Add +9.8% | 61,280 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +1.9% | 56,830 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.2% | 56,505 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.0% | 50,771 | $1.1M |
| Financial Guidance Group, Inc. | 0.66% | Reduce -1.3% | 49,475 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.6% | 45,591 | $994K |
| LPL Financial LLC | 0.00% | Add +63.8% | 42,672 | $930K |
| Sweet Financial Partners, LLC | 0.19% | Reduce -13.8% | 37,520 | $818K |
| Valtinson Bruner Financial Planning LLC | 0.32% | Add +1.0% | 36,730 | $801K |
| Gateway Wealth Partners, LLC | 0.23% | Add +2.7% | 34,989 | $763K |
| Rovin Capital /Ut/ | 0.32% | No change | 34,924 | $761K |
| Sanctuary Advisors, LLC | 0.01% | — | 35,578 | $760K |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.4% | 34,269 | $747K |
| Old Mission Capital LLC | 0.02% | Add +44.3% | 34,052 | $742K |
| Ameritas Advisory Services, LLC | 0.02% | Add +13.2% | 23,390 | $510K |
| Avior Wealth Management, LLC | 0.02% | Reduce -14.3% | 19,814 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.7% | 17,104 | $373K |
| Quad-Cities Investment Group, LLC | 0.20% | No change | 16,951 | $370K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +4.3% | 16,548 | $361K |
| Centaurus Financial, Inc. | 0.02% | Add +2.5% | 16,111 | $351K |
| Meridian Wealth Management, LLC | 0.04% | New | 14,307 | $312K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.2% | 13,719 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -56.3% | 12,066 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.4% | 12,066 | $263K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.3% | 11,223 | $245K |
| Barrett & Company, Inc. | 0.11% | No change | 11,098 | $242K |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 10,993 | $240K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.8% | 10,850 | $237K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 10,844 | $236K |
| KFG Wealth Management, LLC | 0.09% | No change | 10,677 | $233K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 9,667 | $211K |
| IFP Advisors, Inc | 0.01% | Reduce -10.6% | 8,582 | $187K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -3.0% | 8,127 | $177K |
| Harbour Investments, Inc. | 0.01% | No change | 7,448 | $162K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -8.1% | 7,030 | $153K |
| International Assets Investment Management, LLC | 0.01% | New | 6,960 | $152K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -5.4% | 4,355 | $95K |
| ICA Group Wealth Management, LLC | 0.03% | No change | 2,050 | $45K |
| Trust Co | 0.00% | No change | 1,584 | $35K |
| Capital Analysts, LLC | 0.00% | No change | 399 | $9K |
| Caitlin John, LLC | 0.00% | No change | 302 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 300 | $7K |
| Clear Point Advisors Inc. | 0.00% | No change | 100 | $2K |
| UBS Group AG | 0.00% | New | 41 | $894 |
"% of holder's portfolio" is BUFT's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.