FT Vest Buffered AllocationBUFTETF
13F holders, Q4 2024 (December 31)65holders +6
4new positions
2sold out
1famous investor
$22.44avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding FT Vest Buffered Allocation (BUFT) in their 13F filings, up 6 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Glen Eagle Advisors, LLC ($22.3M), Centennial Wealth Advisory LLC ($14.1M) and Envestnet Asset Management Inc. ($9.2M). 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 (Q4 2024)
- CUSIP
- 33740U760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 2 | $416K |
All 13F filers, Q3 2024 → Q4 2024: 362,054 shares bought and 91,386 shares sold, net +270,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Glen Eagle Advisors, LLC | 3.71% | Add +5.5% | 995,663 | $22.3M |
| Centennial Wealth Advisory LLC | 5.53% | Reduce -1.4% | 628,362 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 411,398 | $9.2M |
| LPL Financial LLC | 0.00% | Add +40.9% | 357,950 | $8.0M |
| Cwm, LLC | 0.03% | Reduce -0.2% | 301,917 | $6.8M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 184,774 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +3.9% | 169,848 | $3.8M |
| Lunt Capital Management, Inc. | 1.06% | Add +12.6% | 121,093 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +5.2% | 118,166 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +9.1% | 102,174 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 94,282 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +22.1% | 85,230 | $1.9M |
| Marshall Financial Group, LLC | 0.42% | Reduce -5.3% | 76,711 | $1.7M |
| Townsquare Capital LLC | 0.01% | Reduce -0.1% | 58,318 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.8% | 51,955 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.8% | 48,789 | $1.1M |
| Legacy Investment Solutions, LLC | 0.71% | Add +98.8% | 47,568 | $1.1M |
| Legacy Wealth Managment, LLC | 0.71% | Add +98.8% | 47,568 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.6% | 46,854 | $1.1M |
| Financial Guidance Group, Inc. | 0.55% | Reduce -5.5% | 44,925 | $1.0M |
| Silver Oak Securities, Incorporated | 0.09% | Add +16.2% | 44,472 | $999K |
| Citadel Advisors | 0.00% | Add +4.6% | 42,492 | $953K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 39,065 | $876K |
| Valtinson Bruner Financial Planning LLC | 0.29% | Reduce -0.9% | 36,419 | $817K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 35,025 | $786K |
| Rovin Capital /Ut/ | 0.28% | Reduce -0.3% | 34,811 | $781K |
| Avior Wealth Management, LLC | 0.03% | Add +59.5% | 31,614 | $709K |
| Atria Investments, Inc | 0.01% | Add +15.6% | 29,212 | $655K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -6.0% | 28,332 | $636K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +4.3% | 25,892 | $581K |
| Ameritas Advisory Services, LLC | 0.02% | Add +127.9% | 23,342 | $524K |
| Centaurus Financial, Inc. | 0.03% | Add +15.2% | 19,973 | $448K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.8% | 18,627 | $418K |
| Financial Network Wealth Advisors LLC | 0.77% | Reduce -68.5% | 18,400 | $413K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 16,548 | $371K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,862 | $356K |
| Quad-Cities Investment Group, LLC | 0.17% | No change | 15,391 | $345K |
| Bison Wealth, LLC | 0.04% | — | 14,552 | $326K |
| Arax Advisory Partners | 0.02% | New | 14,452 | $324K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -7.0% | 13,307 | $299K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 12,896 | $289K |
| Barrett & Company, Inc. | 0.11% | No change | 12,098 | $271K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.3% | 11,690 | $262K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.3% | 11,690 | $262K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.8% | 11,051 | $248K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 10,797 | $242K |
| NewEdge Advisors, LLC | 0.00% | No change | 10,550 | $237K |
| KFG Wealth Management, LLC | 0.04% | Reduce -5.5% | 10,092 | $226K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 10,034 | $225K |
| Novem Group | 0.03% | — | 9,680 | $217K |
| International Assets Investment Management, LLC | 0.02% | New | 9,550 | $214K |
| IFP Advisors, Inc | 0.01% | No change | 8,582 | $193K |
| Kestra Investment Management, LLC | 0.01% | New | 7,524 | $169K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 7,030 | $158K |
| Harbour Investments, Inc. | 0.00% | No change | 6,260 | $140K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 2,766 | $62K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -41.3% | 2,555 | $57K |
| Trust Co | 0.00% | No change | 1,584 | $36K |
| IMG Wealth Management, Inc. | 0.03% | — | 1,503 | $34K |
| Private Trust Co. NA | 0.00% | No change | 1,500 | $34K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.4% | 1,123 | $25K |
| 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 |
| Nova Wealth Management, Inc. | 0.00% | — | 130 | $3K |
"% of holder's portfolio" is BUFT's weight in each manager's 13F, not the share of FT Vest Buffered Allocation the manager owns.