FT Vest Laddered Moderate BuBUFZETF
13F holders, Q2 2024 (June 30)35holders +16
17new positions
1sold out
1famous investor
$22.82avg. 13F price*
At the end of Q2 2024, 35 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 16 from Q1 2024. 17 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($14.1M), Kestra Advisory Services, LLC ($13.2M) and Commonwealth Equity Services, LLC ($8.5M). 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 (Q2 2024)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $19.0M |
| Exits | 1 | $457K |
All 13F filers, Q1 2024 → Q2 2024: 1,249,103 shares bought and 116,144 shares sold, net +1,132,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Osaic Holdings, Inc. | 0.03% | Add +24.7% | 616,816 | $14.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.2% | 579,737 | $13.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +38.9% | 373,567 | $8.5M |
| Harbour Investments, Inc. | 0.17% | Reduce -26.0% | 226,396 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +38.2% | 196,834 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | New | 190,734 | $4.4M |
| Cwm, LLC | 0.02% | New | 150,931 | $3.4M |
| Ergawealth Advisors, Inc. | 1.69% | Add +375.9% | 135,934 | $3.1M |
| LPL Financial LLC | 0.00% | New | 129,209 | $2.9M |
| World Equity Group, Inc. | 0.75% | Add +0.6% | 110,737 | $2.5M |
| Summit Wealth Partners, LLC | 0.46% | Reduce -8.6% | 97,404 | $2.2M |
| Mayfair Advisory Group, LLC | 1.33% | New | 85,287 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | New | 55,045 | $1.3M |
| StoneX Group Inc. | 0.07% | New | 40,824 | $931K |
| Jane Street Group, LLC | 0.00% | New | 40,243 | $918K |
| Ameritas Advisory Services, LLC | 0.03% | Add +36.0% | 37,641 | $859K |
| Sunbelt Securities, Inc. | 0.09% | New | 37,385 | $853K |
| Townsquare Capital LLC | 0.01% | New | 32,632 | $744K |
| Kingsview Wealth Management, LLC | 0.02% | Add +11.9% | 29,326 | $669K |
| Citadel Advisors | 0.00% | Add +84.1% | 19,771 | $451K |
| Susquehanna International Group, LLP | 0.00% | New | 19,765 | $451K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,952 | $364K |
| Brookstone Capital Management | 0.01% | Add +11.4% | 13,191 | $304K |
| HBW Advisory Services LLC | 0.05% | New | 12,039 | $275K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +22.8% | 11,700 | $267K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | New | 11,507 | $262K |
| Atria Investments, Inc | 0.00% | New | 10,072 | $230K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $228K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,552 | $172K |
| Castleview Partners, LLC | 0.04% | No change | 3,178 | $72K |
| Private Trust Co. NA | 0.00% | New | 1,500 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 703 | $16K |
| NewEdge Advisors, LLC | 0.00% | New | 443 | $10K |
| International Assets Investment Management, LLC | 0.00% | New | 390 | $9K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 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.