FT Vest Buffered AllocationBUFTETF
13F holders, Q3 2024 (September 30)59holders +3
7new positions
5sold out
1famous investor
$22.11avg. 13F price*
At the end of Q3 2024, 59 institutions reported holding FT Vest Buffered Allocation (BUFT) in their 13F filings, up 3 from Q2 2024. 7 opened new positions and 5 sold out. The largest holders were Glen Eagle Advisors, LLC ($20.9M), Centennial Wealth Advisory LLC ($14.1M) and Envestnet Asset Management Inc. ($8.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Buffered Allocation
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740U760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.7M |
| Exits | 5 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 478,055 shares bought and 188,622 shares sold, net +289,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Glen Eagle Advisors, LLC | 3.52% | Add +6.3% | 943,869 | $20.9M |
| Centennial Wealth Advisory LLC | 5.49% | Reduce -1.1% | 637,225 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 399,303 | $8.8M |
| Cwm, LLC | 0.03% | Reduce -11.9% | 302,394 | $6.7M |
| LPL Financial LLC | 0.00% | Add +495.3% | 254,031 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -6.9% | 183,846 | $4.1M |
| Synovus Financial Corp. | 0.04% | Reduce -4.7% | 163,445 | $3.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +11.6% | 112,368 | $2.5M |
| Lunt Capital Management, Inc. | 1.11% | Add +17.8% | 107,502 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 96,325 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +13.2% | 93,678 | $2.1M |
| Marshall Financial Group, LLC | 0.43% | Reduce -7.5% | 81,000 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 69,820 | $1.5M |
| Financial Network Wealth Advisors LLC | 1.07% | Reduce -4.7% | 58,379 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +2.7% | 58,379 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.4% | 54,580 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 50,175 | $1.1M |
| Financial Guidance Group, Inc. | 0.61% | Reduce -3.9% | 47,550 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +30.9% | 46,562 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.4% | 40,846 | $903K |
| Citadel Advisors | 0.00% | New | 40,607 | $898K |
| Silver Oak Securities, Incorporated | 0.09% | Add +371.0% | 38,277 | $846K |
| Valtinson Bruner Financial Planning LLC | 0.28% | Add +0.0% | 36,746 | $812K |
| Sweet Financial Partners, LLC | 0.17% | Reduce -3.9% | 36,066 | $797K |
| Rovin Capital /Ut/ | 0.29% | No change | 34,924 | $772K |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.5% | 34,787 | $769K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -13.9% | 30,139 | $666K |
| Atria Investments, Inc | 0.01% | New | 25,274 | $559K |
| GPS Wealth Strategies Group, LLC | 0.07% | New | 24,832 | $549K |
| Legacy Investment Solutions, LLC | 0.33% | — | 23,925 | $535K |
| Legacy Wealth Managment, LLC | 0.33% | — | 23,925 | $535K |
| Avior Wealth Management, LLC | 0.02% | No change | 19,814 | $438K |
| Susquehanna International Group, LLP | 0.00% | New | 18,700 | $413K |
| Centaurus Financial, Inc. | 0.02% | Add +7.6% | 17,332 | $383K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 16,548 | $366K |
| Quad-Cities Investment Group, LLC | 0.17% | Reduce -9.2% | 15,391 | $340K |
| Meridian Wealth Management, LLC | 0.02% | No change | 14,307 | $316K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 13,719 | $303K |
| Truist Financial Corp. | 0.00% | Add +16.8% | 12,834 | $284K |
| Barrett & Company, Inc. | 0.12% | Add +9.0% | 12,098 | $267K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.2% | 12,086 | $267K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.2% | 12,086 | $267K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 10,818 | $239K |
| KFG Wealth Management, LLC | 0.05% | No change | 10,677 | $236K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 10,550 | $233K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -56.2% | 10,243 | $226K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -40.6% | 10,158 | $225K |
| Mariner, LLC | 0.00% | New | 10,072 | $223K |
| IFP Advisors, Inc | 0.01% | No change | 8,582 | $190K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 7,030 | $155K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.9% | 6,260 | $138K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 4,355 | $96K |
| Trust Co | 0.00% | No change | 1,584 | $35K |
| Private Trust Co. NA | 0.00% | New | 1,500 | $33K |
| Global Retirement Partners, LLC | 0.00% | New | 1,162 | $26K |
| 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 |
"% of holder's portfolio" is BUFT's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.