FT Vest Laddered Moderate BuBUFZETF
13F holders, Q1 2025 (March 31)88holders +16
21new positions
5sold out
2famous investors
$23.49avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 16 from Q4 2024. 21 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($65.4M), Raymond James Financial Inc. ($38.3M) and Osaic Holdings, Inc. ($26.8M). 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 (Q1 2025)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $41.0M |
| Exits | 5 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,381,594 shares bought and 613,371 shares sold, net +3,768,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| LPL Financial LLC | 0.03% | Add +40.2% | 2,783,365 | $65.4M |
| Raymond James Financial Inc. | 0.01% | Add +54.8% | 1,629,623 | $38.3M |
| Osaic Holdings, Inc. | 0.06% | Add +2.0% | 1,142,431 | $26.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +5.1% | 917,623 | $21.6M |
| Coppell Advisory Solutions LLC | 2.87% | New | 884,686 | $20.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +28.9% | 794,871 | $18.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +40.0% | 777,229 | $18.3M |
| Cwm, LLC | 0.05% | Add +68.0% | 549,192 | $12.9M |
| Gallagher Fiduciary Advisors, LLC | 0.41% | Add +4.2% | 528,966 | $12.4M |
| Atria Investments, Inc | 0.16% | Add +4.3% | 523,644 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +24.6% | 456,975 | $10.7M |
| Jacobi Capital Management LLC | 0.70% | Add +13.5% | 402,113 | $9.4M |
| Bullseye Investment Management, LLC | 4.10% | Add +4.3% | 272,868 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -17.8% | 260,360 | $6.1M |
| Geneos Wealth Management Inc. | 0.20% | Add +7.7% | 253,687 | $6.0M |
| Atlas Private Wealth Advisors | 0.65% | Reduce -68.1% | 198,160 | $4.7M |
| Rise Advisors, LLC | 1.82% | New | 175,274 | $4.1M |
| Ergawealth Advisors, Inc. | 1.82% | Add +5.3% | 156,522 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 146,551 | $3.4M |
| Glen Eagle Advisors, LLC | 0.55% | Add +62.9% | 141,009 | $3.3M |
| Richmond Investment Services, LLC | 1.53% | New | 120,135 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +54.3% | 96,739 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +29.5% | 90,379 | $2.1M |
| Mayfair Advisory Group, LLC | 1.21% | Reduce -0.9% | 89,292 | $2.1M |
| StoneX Group Inc. | 0.11% | Add +21.4% | 86,283 | $2.0M |
| Sigma Planning Corp | 0.05% | New | 71,404 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -14.3% | 71,056 | $1.7M |
| Private Advisor Group, LLC | 0.01% | New | 62,542 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Add +4.9% | 62,204 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +17.0% | 58,346 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +114.1% | 54,141 | $1.3M |
| World Equity Group, Inc. | 0.36% | Reduce -6.6% | 52,903 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.3% | 51,992 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.4% | 50,919 | $1.2M |
| Nvest Financial, LLC | 0.60% | No change | 47,545 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -9.2% | 45,926 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +243.8% | 45,765 | $1.1M |
| Synovus Financial Corp. | 0.01% | New | 42,773 | $1.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.34% | Add +138.3% | 40,570 | $953K |
| Old Mission Capital LLC | 0.02% | New | 39,911 | $938K |
| Harvest Investment Services, LLC | 0.26% | Add +32.7% | 39,620 | $931K |
| Legacy Wealth Managment, LLC | 0.67% | Add +71.3% | 39,171 | $921K |
| Visionary Wealth Advisors | 0.06% | Add +18.1% | 39,145 | $920K |
| Janney Montgomery Scott LLC | 0.00% | Add +84.2% | 38,678 | $909K |
| MML Investors Services, LLC | 0.00% | Add +323.2% | 38,190 | $897K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.8% | 36,500 | $858K |
| CreativeOne Wealth, LLC | 0.02% | New | 35,350 | $831K |
| Paragon Private Wealth Management, LLC | 0.37% | New | 33,764 | $793K |
| FSB Premier Wealth Management, Inc. | 0.31% | Add +14.7% | 33,424 | $785K |
| Townsquare Capital LLC | 0.01% | No change | 32,449 | $763K |
| Apollon Wealth Management, LLC | 0.01% | New | 24,558 | $577K |
| Citadel Advisors | 0.00% | Reduce -6.6% | 23,551 | $553K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.8% | 20,164 | $474K |
| Capital Analysts, LLC | 0.02% | Add +57.4% | 19,833 | $466K |
| SLT Holdings LLC | 0.43% | New | 18,572 | $436K |
| Foundations Investment Advisors, LLC | 0.01% | New | 18,572 | $436K |
| Prospera Financial Services Inc | 0.01% | New | 18,430 | $433K |
| Sanctuary Advisors, LLC | 0.00% | New | 16,839 | $396K |
| GoalVest Advisory LLC | 0.11% | No change | 16,790 | $395K |
| Bison Wealth, LLC | 0.04% | Add +34.4% | 16,407 | $386K |
| Tounjian Advisory Partners, LLC | 0.07% | — | 16,230 | $381K |
| Private Trust Co. NA | 0.04% | Add +17.4% | 15,780 | $371K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Add +51.1% | 15,238 | $358K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 13,970 | $328K |
| HBW Advisory Services LLC | 0.04% | Add +6.2% | 13,291 | $312K |
| Brookwood Investment Group LLC | 0.05% | — | 13,240 | $311K |
| Equitable Holdings, Inc. | 0.00% | Add +17.0% | 12,779 | $300K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $275K |
| Western Wealth Management, LLC | 0.02% | New | 10,384 | $244K |
| WCG Wealth Advisors LLC | 0.02% | New | 10,200 | $240K |
| AQR Capital Management | 0.00% | No change | 10,144 | $238K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $235K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.2% | 9,900 | $233K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +2.2% | 9,900 | $233K |
| Adamsbrown Wealth Consultants LLC | 0.07% | New | 9,455 | $222K |
| CoreCap Advisors, LLC | 0.01% | Add +41.2% | 9,149 | $215K |
| IFP Advisors, Inc | 0.01% | Add +2.9% | 8,946 | $210K |
| Tucker Asset Management LLC | 0.07% | Reduce -47.5% | 8,616 | $202K |
| Kestra Investment Management, LLC | 0.00% | Reduce -3.1% | 8,514 | $200K |
| Lanark Financial, Inc. | 0.01% | — | 7,481 | $175K |
| JPMorgan Chase & Co. | 0.00% | New | 6,346 | $149K |
| IMG Wealth Management, Inc. | 0.10% | No change | 4,500 | $106K |
| AE Wealth Management LLC | 0.00% | Add +696.2% | 4,419 | $104K |
| Royal Bank of Canada | 0.00% | Reduce -34.4% | 3,284 | $77K |
| Arax Advisory Partners | 0.00% | New | 2,101 | $49K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,200 | $28K |
| Nova Wealth Management, Inc. | 0.02% | New | 910 | $21K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -67.8% | 178 | $4K |
"% 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.