FT Vest Laddered Moderate BuBUFZETF
13F holders, Q4 2024 (December 31)72holders +17
18new positions
4sold out
2famous investors
$23.89avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 17 from Q3 2024. 18 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($47.4M), Osaic Holdings, Inc. ($26.8M) and Raymond James Financial Inc. ($25.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest Laddered Moderate Bu
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $35.9M |
| Exits | 4 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 3,730,281 shares bought and 272,915 shares sold, net +3,457,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| LPL Financial LLC | 0.02% | Add +76.3% | 1,985,917 | $47.4M |
| Osaic Holdings, Inc. | 0.06% | Add +25.1% | 1,120,193 | $26.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,053,043 | $25.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +35.3% | 872,808 | $20.9M |
| Atlas Private Wealth Advisors | 2.11% | Add +62.9% | 621,772 | $14.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +170.9% | 616,614 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.9% | 555,222 | $13.3M |
| Gallagher Fiduciary Advisors, LLC | 2.37% | Add +5.1% | 507,517 | $12.1M |
| Atria Investments, Inc | 0.15% | Add +5.3% | 501,975 | $12.0M |
| Truist Financial Corp. | 0.01% | New | 366,873 | $8.8M |
| Jacobi Capital Management LLC | 0.63% | New | 354,411 | $8.5M |
| Cwm, LLC | 0.03% | Add +3.8% | 326,963 | $7.8M |
| Cetera Investment Advisers | 0.02% | Add +20.5% | 316,907 | $7.6M |
| Bullseye Investment Management, LLC | 4.35% | New | 261,628 | $6.3M |
| Geneos Wealth Management Inc. | 0.20% | New | 235,592 | $5.6M |
| Ergawealth Advisors, Inc. | 1.75% | Reduce -17.2% | 148,623 | $3.6M |
| Mayfair Advisory Group, LLC | 1.27% | Reduce -0.9% | 90,098 | $2.2M |
| Glen Eagle Advisors, LLC | 0.34% | Add +24.2% | 86,562 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -15.7% | 82,886 | $2.0M |
| StoneX Group Inc. | 0.09% | Add +32.2% | 71,061 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.7% | 69,771 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | New | 62,699 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Add +14.4% | 59,314 | $1.4M |
| World Equity Group, Inc. | 0.29% | Reduce -44.8% | 56,637 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +13.4% | 50,710 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -5.2% | 50,600 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +30.1% | 49,880 | $1.2M |
| Nvest Financial, LLC | 0.58% | New | 47,545 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.3% | 39,607 | $946K |
| NewEdge Advisors, LLC | 0.01% | Add +46.0% | 37,153 | $888K |
| Visionary Wealth Advisors | 0.05% | Add +13.7% | 33,156 | $792K |
| Arlington Capital Management, Inc. | 0.54% | Add +12.2% | 32,771 | $783K |
| Townsquare Capital LLC | 0.01% | Add +0.3% | 32,449 | $775K |
| New Century Financial Group, LLC | 0.31% | Add +58.2% | 30,763 | $738K |
| Harvest Investment Services, LLC | 0.17% | Add +66.7% | 29,847 | $713K |
| FSB Premier Wealth Management, Inc. | 0.28% | New | 29,141 | $696K |
| Jane Street Group, LLC | 0.00% | Add +28.3% | 25,285 | $604K |
| Citadel Advisors | 0.00% | New | 25,220 | $603K |
| Legacy Investment Solutions, LLC | 0.36% | Reduce -46.0% | 22,871 | $555K |
| Legacy Wealth Managment, LLC | 0.36% | Reduce -46.0% | 22,871 | $555K |
| Janney Montgomery Scott LLC | 0.00% | New | 21,000 | $502K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | New | 17,028 | $407K |
| GoalVest Advisory LLC | 0.11% | New | 16,790 | $401K |
| Tucker Asset Management LLC | 0.09% | Add +90.6% | 16,422 | $392K |
| Global Retirement Partners, LLC | 0.01% | Add +125.7% | 16,161 | $386K |
| SageOak Financial, LLC | 0.35% | — | 15,982 | $382K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 14,125 | $337K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 13,970 | $334K |
| Private Trust Co. NA | 0.03% | Add +796.3% | 13,445 | $321K |
| Susquehanna International Group, LLP | 0.00% | New | 13,313 | $318K |
| Capital Analysts, LLC | 0.01% | New | 12,602 | $301K |
| HBW Advisory Services LLC | 0.03% | No change | 12,513 | $299K |
| Bison Wealth, LLC | 0.04% | — | 12,211 | $292K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $280K |
| Equitable Holdings, Inc. | 0.00% | Add +2.1% | 10,919 | $261K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.1% | 10,148 | $242K |
| AQR Capital Management | 0.00% | No change | 10,144 | $242K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +449.6% | 10,086 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 10,000 | $239K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $239K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 9,689 | $231K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 9,689 | $231K |
| MML Investors Services, LLC | 0.00% | New | 9,025 | $216K |
| Kestra Investment Management, LLC | 0.01% | Reduce -5.2% | 8,791 | $210K |
| IFP Advisors, Inc | 0.01% | No change | 8,691 | $208K |
| CoreCap Advisors, LLC | 0.01% | No change | 6,479 | $155K |
| Royal Bank of Canada | 0.00% | New | 5,008 | $120K |
| IMG Wealth Management, Inc. | 0.10% | — | 4,500 | $108K |
| Ameriflex Group, Inc. | 0.01% | — | 1,200 | $29K |
| AE Wealth Management LLC | 0.00% | New | 555 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -92.7% | 553 | $13K |
| Lanark Financial, Inc. | 0.02% | — | 7 | $178 |
"% 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.