FT Vest Laddered Moderate BuBUFZETF
13F holders, Q2 2026 (June 30)143holders +17
27new positions
10sold out
2famous investors
$26.76avg. 13F price*
At the end of Q2 2026, 143 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 17 from Q1 2026. 27 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($129.3M), Forge Financial Services LLC ($118.9M) and Raymond James Financial Inc. ($108.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Laddered Moderate Bu
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2026)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $37.8M |
| Exits | 10 | $4.0M |
All 13F filers, Q1 2026 → Q2 2026: 5,040,502 shares bought and 744,449 shares sold, net +4,296,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| LPL Financial LLC | 0.03% | Add +6.0% | 4,630,172 | $129.3M |
| Forge Financial Services LLC | 10.24% | Add +2.6% | 4,256,825 | $118.9M |
| Raymond James Financial Inc. | 0.03% | Add +31.6% | 3,878,407 | $108.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.2% | 1,553,382 | $43.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 1,361,973 | $38.0M |
| Cetera Investment Advisers | 0.03% | Add +10.2% | 1,111,417 | $31.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -0.1% | 1,086,392 | $30.3M |
| Jacobi Capital Management LLC | 1.29% | Add +7.1% | 943,844 | $26.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.0% | 905,535 | $25.3M |
| Truist Financial Corp. | 0.03% | Add +13.1% | 856,887 | $23.9M |
| Rise Advisors, LLC | 5.55% | Add +1.0% | 706,069 | $19.7M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +20.8% | 660,799 | $18.5M |
| Geneos Wealth Management Inc. | 0.28% | Add +4.1% | 485,389 | $13.6M |
| CreativeOne Wealth, LLC | 0.26% | Add +5.5% | 431,458 | $12.1M |
| Arq Wealth Advisors, LLC | 1.48% | New | 425,045 | $11.9M |
| Bullseye Investment Management, LLC | 3.97% | Add +5.6% | 289,497 | $8.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +32.3% | 238,562 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 225,909 | $6.3M |
| Harbour Investments, Inc. | 0.08% | Add +5.6% | 212,660 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +94.5% | 207,503 | $5.8M |
| BOS Asset Management, LLC | 1.23% | New | 189,273 | $5.3M |
| Richmond Investment Services, LLC | 1.51% | Reduce -44.1% | 170,429 | $4.8M |
| AdvisorNet Financial, Inc | 0.21% | Add +47.4% | 165,122 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +39.4% | 160,860 | $4.5M |
| Goldenstone Wealth Management LLC | 2.77% | Reduce -2.5% | 151,750 | $4.2M |
| Summit Financial, LLC | 0.04% | New | 131,644 | $3.7M |
| Diversify Advisory Services, LLC | 0.06% | New | 126,879 | $3.5M |
| Diversify Wealth Management, LLC | 0.06% | Add +50.9% | 126,879 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +6.8% | 118,096 | $3.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +32.9% | 113,051 | $3.2M |
| Prospera Financial Services Inc | 0.04% | Add +36.2% | 100,507 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | — | 98,870 | $2.8M |
| StoneX Group Inc. | 0.10% | Add +18.5% | 92,585 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +13.7% | 91,644 | $2.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.68% | Add +13.2% | 91,357 | $2.6M |
| Visionary Wealth Advisors | 0.10% | Reduce -5.2% | 90,584 | $2.5M |
| Wolff Wiese Magana LLC | 1.08% | No change | 83,946 | $2.3M |
| Fiduciary Financial Advisors | 0.22% | New | 78,573 | $2.2M |
| Atlas Private Wealth Advisors | 0.46% | Reduce -1.6% | 74,601 | $2.1M |
| Mayfair Advisory Group, LLC | 0.62% | Reduce -3.5% | 73,642 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -2.0% | 71,750 | $2.0M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -3.2% | 69,777 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.3% | 65,704 | $1.8M |
| Prosperity Financial Group, Inc. | 0.55% | Reduce -11.3% | 63,174 | $1.8M |
| Western Wealth Management, LLC | 0.05% | Add +80.2% | 58,273 | $1.6M |
| Paragon Private Wealth Management, LLC | 0.39% | Add +15.7% | 53,247 | $1.5M |
| Pinnacle Wealth Management Group, Inc. | 0.69% | New | 52,807 | $1.5M |
| Ergawealth Advisors, Inc. | 0.57% | Reduce -12.5% | 52,346 | $1.5M |
| Harvest Investment Services, LLC | 0.22% | Add +3.6% | 51,085 | $1.4M |
| Atria Investments, Inc | 0.01% | Reduce -12.5% | 48,875 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.26% | Add +3.1% | 48,282 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.2% | 48,058 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +17.0% | 47,172 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.36% | Add +32.2% | 46,148 | $1.3M |
| Hopwood Nicholas Hunter | 0.35% | No change | 46,122 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +16.9% | 45,719 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 45,227 | $1.3M |
| Ameritas Advisory Services, LLC | 0.02% | Add +226.6% | 40,632 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +30.5% | 40,365 | $1.1M |
| World Equity Group, Inc. | 0.25% | Reduce -2.8% | 39,757 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -3.3% | 39,145 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 37,079 | $1.0M |
| Nvest Financial, LLC | 0.32% | No change | 36,298 | $1.0M |
| Capital Analysts, LLC | 0.02% | Add +4.3% | 35,363 | $988K |
| Winebrenner Capital Management LLC | 0.59% | Add +290.6% | 34,670 | $968K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 34,405 | $961K |
| Tounjian Advisory Partners, LLC | 0.40% | New | 33,611 | $939K |
| Legacy Wealth Managment, LLC | 0.38% | Add +3.6% | 33,361 | $932K |
| Citadel Advisors | 0.00% | New | 33,340 | $931K |
| PKS Advisory Services, LLC | 0.14% | New | 32,029 | $895K |
| IFP Advisors, Inc | 0.02% | Add +41.8% | 31,396 | $877K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -14.0% | 30,694 | $857K |
| World Investment Advisors | 0.01% | New | 30,136 | $842K |
| Sigma Planning Corp | 0.02% | Add +246.8% | 29,019 | $811K |
| Simplicity Wealth,LLC | 0.03% | Add +1.8% | 28,842 | $806K |
| Arax Advisory Partners | 0.01% | Add +1236.0% | 28,070 | $784K |
| McKinney Capital Management, LLC | 0.30% | Add +0.8% | 27,373 | $765K |
| Kestra Investment Management, LLC | 0.01% | New | 27,207 | $760K |
| HighTower Advisors, LLC | 0.00% | No change | 26,924 | $752K |
| GoalVest Advisory LLC | 0.13% | Add +16.8% | 26,026 | $727K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -48.7% | 25,895 | $723K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 25,510 | $712K |
| Mariner, LLC | 0.00% | Add +4.0% | 24,750 | $691K |
| Tucker Asset Management LLC | 0.16% | Add +5.9% | 22,698 | $634K |
| Founders Financial Securities LLC | 0.03% | Add +2.2% | 22,657 | $633K |
| Trilogy Capital Inc. | 0.02% | New | 20,166 | $563K |
| CoreCap Advisors, LLC | 0.02% | Add +94.6% | 19,574 | $547K |
| Independent Financial Group, LLC | 0.01% | Add +18.9% | 18,872 | $527K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.8% | 17,636 | $491K |
| Arlington Capital Management, Inc. | 0.30% | Add +68.9% | 17,276 | $483K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.9% | 17,043 | $476K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,839 | $470K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.9% | 16,812 | $470K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 16,705 | $467K |
| Maridea Wealth Management LLC | 0.05% | Add +16.0% | 15,484 | $432K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,700 | $411K |
| McDonald Partners LLC | 0.10% | No change | 14,000 | $391K |
| Advisory Services Network, LLC | 0.00% | Add +8.0% | 13,946 | $390K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.9% | 12,975 | $362K |
| Arkadios Wealth Advisors | 0.01% | Add +30.0% | 12,900 | $360K |
"% of holder's portfolio" is BUFZ's weight in each manager's 13F, not the share of FT Vest Laddered Moderate Bu the manager owns.