FT Vest Laddered Moderate BuBUFZETF
13F holders, Q2 2025 (June 30)100holders +12
16new positions
5sold out
2famous investors
$24.90avg. 13F price*
At the end of Q2 2025, 100 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 12 from Q1 2025. 16 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($83.6M), Raymond James Financial Inc. ($55.3M) and Osaic Holdings, Inc. ($36.1M). 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 (Q2 2025)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.7M |
| Exits | 5 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,197,491 shares bought and 1,186,889 shares sold, net +3,010,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| LPL Financial LLC | 0.03% | Add +20.5% | 3,355,048 | $83.6M |
| Raymond James Financial Inc. | 0.02% | Add +36.2% | 2,220,195 | $55.3M |
| Osaic Holdings, Inc. | 0.06% | Add +26.9% | 1,449,244 | $36.1M |
| Coppell Advisory Solutions LLC | 3.89% | Add +48.9% | 1,317,423 | $32.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +50.7% | 1,198,073 | $29.9M |
| Kestra Advisory Services, LLC | 0.12% | Add +8.7% | 997,570 | $24.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.3% | 849,665 | $21.2M |
| Cwm, LLC | 0.06% | Add +25.1% | 686,946 | $17.1M |
| Geneos Wealth Management Inc. | 0.32% | Add +109.2% | 530,678 | $13.2M |
| Jacobi Capital Management LLC | 0.85% | Add +27.1% | 510,936 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +7.8% | 492,870 | $12.3M |
| Cetera Investment Advisers | 0.02% | Add +77.2% | 461,221 | $11.5M |
| Rise Advisors, LLC | 2.94% | Add +69.7% | 297,515 | $7.4M |
| Bullseye Investment Management, LLC | 4.10% | No change | 272,868 | $6.4M |
| Richmond Investment Services, LLC | 1.29% | Add +104.7% | 245,852 | $6.1M |
| Atlas Private Wealth Advisors | 0.58% | Reduce -9.2% | 179,862 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.8% | 149,216 | $3.7M |
| Ergawealth Advisors, Inc. | 1.61% | Reduce -8.1% | 143,912 | $3.6M |
| Glen Eagle Advisors, LLC | 0.54% | Reduce -0.7% | 139,973 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +150.3% | 130,131 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +211.3% | 118,896 | $3.0M |
| Harbour Investments, Inc. | 0.07% | Add +64.1% | 116,581 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.3% | 95,129 | $2.4M |
| Mayfair Advisory Group, LLC | 1.06% | Reduce -0.9% | 88,524 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -8.8% | 88,273 | $2.2M |
| Visionary Wealth Advisors | 0.11% | Add +113.6% | 83,622 | $2.1M |
| StoneX Group Inc. | 0.09% | Reduce -10.6% | 77,144 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +20.1% | 75,140 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -85.8% | 74,993 | $1.9M |
| Forge Financial Services LLC | 1.22% | New | 64,914 | $1.6M |
| ZEGA Investments, LLC | 0.40% | New | 64,541 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -88.0% | 63,016 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +34.6% | 61,587 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +42.5% | 60,940 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -4.7% | 59,314 | $1.4M |
| Prosperity Financial Group, Inc. | 0.58% | New | 55,000 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.0% | 49,905 | $1.2M |
| World Equity Group, Inc. | 0.34% | Reduce -6.8% | 49,330 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.39% | Add +17.1% | 47,515 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +12.5% | 44,902 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 44,846 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -7.8% | 42,337 | $1.1M |
| Nvest Financial, LLC | 0.54% | Reduce -13.1% | 41,298 | $1.0M |
| Harvest Investment Services, LLC | 0.22% | Add +0.6% | 39,868 | $994K |
| Paragon Private Wealth Management, LLC | 0.37% | Add +11.0% | 37,471 | $934K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -35.9% | 37,403 | $932K |
| Citadel Advisors | 0.00% | Add +57.4% | 37,074 | $924K |
| NewEdge Advisors, LLC | 0.00% | No change | 36,500 | $910K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.1% | 36,335 | $906K |
| Capital Analysts, LLC | 0.03% | Add +78.6% | 35,428 | $883K |
| FSB Premier Wealth Management, Inc. | 0.31% | Add +4.0% | 34,753 | $866K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.0% | 34,657 | $864K |
| Prospera Financial Services Inc | 0.01% | Add +74.8% | 32,214 | $803K |
| Legacy Investment Solutions, LLC | 0.40% | — | 30,312 | $756K |
| Legacy Wealth Managment, LLC | 0.40% | Reduce -22.6% | 30,312 | $756K |
| OneDigital Investment Advisors LLC | 0.01% | New | 28,395 | $708K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.8% | 24,745 | $617K |
| Maridea Wealth Management LLC | 0.13% | New | 19,396 | $484K |
| SLT Holdings LLC | 0.35% | No change | 18,572 | $463K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 18,572 | $463K |
| Private Trust Co. NA | 0.04% | Add +16.2% | 18,330 | $457K |
| Kestra Investment Management, LLC | 0.01% | Add +112.8% | 18,117 | $452K |
| Wealth Watch Advisors, INC | 0.25% | New | 17,226 | $429K |
| Sigma Planning Corp | 0.01% | Reduce -76.3% | 16,900 | $421K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,839 | $420K |
| GoalVest Advisory LLC | 0.10% | No change | 16,790 | $419K |
| Brookwood Investment Group LLC | 0.07% | Add +23.5% | 16,356 | $408K |
| AQR Capital Management | 0.00% | Add +52.4% | 15,463 | $385K |
| Tounjian Advisory Partners, LLC | 0.07% | No change | 16,230 | $381K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -2.4% | 14,878 | $371K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 14,033 | $350K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 13,970 | $348K |
| GPS Wealth Strategies Group, LLC | 0.04% | New | 13,374 | $333K |
| HBW Advisory Services LLC | 0.04% | No change | 13,291 | $331K |
| Equitable Holdings, Inc. | 0.00% | Add +3.9% | 13,279 | $331K |
| DAVENPORT & Co LLC | 0.00% | New | 12,975 | $323K |
| HBK Sorce Advisory LLC | 0.01% | New | 12,681 | $316K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $292K |
| Advisory Services Network, LLC | 0.00% | New | 10,940 | $276K |
| Arlington Capital Management, Inc. | 0.23% | New | 10,587 | $264K |
| Bison Wealth, LLC | 0.02% | Reduce -35.8% | 10,534 | $263K |
| Western Wealth Management, LLC | 0.02% | No change | 10,384 | $259K |
| WCG Wealth Advisors LLC | 0.02% | No change | 10,200 | $254K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $249K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +5.3% | 9,958 | $248K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 9,900 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,825 | $245K |
| IFP Advisors, Inc | 0.01% | No change | 8,946 | $223K |
| Independent Wealth Network Inc. | 0.08% | New | 8,938 | $223K |
| Tucker Asset Management LLC | 0.07% | Reduce -0.1% | 8,606 | $215K |
| Lanark Financial, Inc. | 0.02% | No change | 7,481 | $186K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.8% | 7,101 | $177K |
| CoreCap Advisors, LLC | 0.01% | Reduce -39.7% | 5,516 | $138K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.7% | 4,717 | $118K |
| IMG Wealth Management, Inc. | 0.09% | No change | 4,500 | $112K |
| Dagco, Inc. | 0.03% | New | 4,030 | $100K |
| Royal Bank of Canada | 0.00% | No change | 3,284 | $82K |
| Arax Advisory Partners | 0.00% | No change | 2,101 | $52K |
| AE Wealth Management LLC | 0.00% | Reduce -87.6% | 549 | $14K |
| Wells Fargo & Company | 0.00% | New | 215 | $5K |
"% 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.