FT Vest Laddered Moderate BuBUFZETF
13F holders, Q3 2024 (September 30)55holders +20
22new positions
4sold out
1famous investor
$23.54avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 20 from Q2 2024. 22 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($26.5M), Raymond James Financial Services Advisors, Inc. ($25.2M) and Osaic Holdings, Inc. ($21.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest Laddered Moderate Bu
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $41.7M |
| Exits | 4 | $913K |
All 13F filers, Q2 2024 → Q3 2024: 4,677,966 shares bought and 206,602 shares sold, net +4,471,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| LPL Financial LLC | 0.01% | Add +771.9% | 1,126,549 | $26.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | New | 1,070,514 | $25.2M |
| Osaic Holdings, Inc. | 0.05% | Add +45.2% | 895,720 | $21.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +11.3% | 645,136 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +45.8% | 544,710 | $12.8M |
| Gallagher Fiduciary Advisors, LLC | 2.30% | Add +4095.5% | 482,773 | $11.4M |
| Atria Investments, Inc | 0.14% | Add +4631.5% | 476,553 | $11.2M |
| Atlas Private Wealth Advisors | 1.30% | New | 381,642 | $9.0M |
| Cwm, LLC | 0.03% | Add +108.6% | 314,873 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +33.6% | 263,072 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.3% | 227,593 | $5.4M |
| Ergawealth Advisors, Inc. | 2.09% | Add +32.0% | 179,445 | $4.2M |
| World Equity Group, Inc. | 0.87% | Reduce -7.3% | 102,667 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Reduce -56.6% | 98,301 | $2.3M |
| Mayfair Advisory Group, LLC | 1.35% | Add +6.7% | 90,962 | $2.1M |
| Summit Wealth Partners, LLC | 0.41% | Reduce -7.7% | 89,938 | $2.1M |
| Glen Eagle Advisors, LLC | 0.28% | New | 69,686 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +24.6% | 68,593 | $1.6M |
| StoneX Group Inc. | 0.09% | Add +31.7% | 53,770 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +304.5% | 53,354 | $1.3M |
| Sunbelt Securities, Inc. | 0.12% | Add +38.7% | 51,838 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +52.5% | 44,719 | $1.1M |
| Legacy Investment Solutions, LLC | 0.62% | — | 42,381 | $1.0M |
| Legacy Wealth Managment, LLC | 0.62% | — | 42,381 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +1.8% | 38,329 | $902K |
| Townsquare Capital LLC | 0.01% | Reduce -0.8% | 32,360 | $762K |
| Arlington Capital Management, Inc. | 0.57% | New | 29,209 | $688K |
| Innova Wealth Partners | 0.57% | New | 29,209 | $688K |
| Visionary Wealth Advisors | 0.04% | New | 29,173 | $687K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.9% | 25,673 | $604K |
| NewEdge Advisors, LLC | 0.00% | Add +5643.3% | 25,443 | $599K |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 19,711 | $464K |
| New Century Financial Group, LLC | 0.17% | New | 19,447 | $458K |
| Harvest Investment Services, LLC | 0.13% | New | 17,910 | $422K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,970 | $329K |
| HBW Advisory Services LLC | 0.04% | Add +3.9% | 12,513 | $295K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $275K |
| Equitable Holdings, Inc. | 0.00% | New | 10,694 | $252K |
| Old Mission Capital LLC | 0.01% | New | 10,357 | $244K |
| Raymond James & Associates | 0.00% | New | 10,333 | $243K |
| AQR Capital Management | 0.00% | New | 10,144 | $239K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $235K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,689 | $228K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 9,689 | $228K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,385 | $221K |
| Kestra Investment Management, LLC | 0.01% | New | 9,270 | $218K |
| IFP Advisors, Inc | 0.01% | New | 8,691 | $205K |
| Tucker Asset Management LLC | 0.05% | New | 8,616 | $203K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 7,552 | $178K |
| Global Retirement Partners, LLC | 0.01% | New | 7,160 | $169K |
| CoreCap Advisors, LLC | 0.01% | Add +821.6% | 6,479 | $153K |
| Lanark Financial, Inc. | 0.01% | New | 6,423 | $151K |
| DHJJ Financial Advisors, Ltd. | 0.02% | New | 1,835 | $43K |
| Private Trust Co. NA | 0.00% | No change | 1,500 | $35K |
| Castleview Partners, LLC | 0.01% | Reduce -67.7% | 1,028 | $24K |
"% 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.