FT Vest Laddered Moderate BuBUFZETF
13F holders, Q1 2024 (March 31)19holders
1famous investor
$22.25avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings. The largest holders were Kestra Advisory Services, LLC ($13.1M), Osaic Holdings, Inc. ($11.0M) and Harbour Investments, Inc. ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest Laddered Moderate Bu
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $18.3M |
| Exits | 1 | $14K |
Ownership 19 holders
| Kestra Advisory Services, LLC | 0.09% | Add +88.9% | 586,633 | $13.1M |
| Osaic Holdings, Inc. | 0.02% | Add +108.9% | 494,491 | $11.0M |
| Harbour Investments, Inc. | 0.24% | New | 305,952 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +677.5% | 268,885 | $6.0M |
| Cetera Investment Advisers | 0.01% | New | 142,384 | $3.2M |
| World Equity Group, Inc. | 0.50% | New | 110,050 | $2.4M |
| Summit Wealth Partners, LLC | 0.51% | New | 106,551 | $2.4M |
| Ergawealth Advisors, Inc. | 0.35% | New | 28,566 | $636K |
| Ameritas Advisory Services, LLC | 0.03% | New | 27,674 | $616K |
| Kingsview Wealth Management, LLC | 0.01% | New | 26,215 | $583K |
| Old Mission Capital LLC | 0.01% | New | 20,545 | $457K |
| Brookstone Capital Management | 0.00% | New | 11,843 | $264K |
| Citadel Advisors | 0.00% | New | 10,739 | $239K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,000 | $223K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 9,525 | $212K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 7,552 | $168K |
| Castleview Partners, LLC | 0.04% | New | 3,178 | $71K |
| CoreCap Advisors, LLC | 0.00% | New | 703 | $16K |
| Abich Financial Wealth Management LLC | 0.00% | New | 91 | $2K |
"% 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.