FT Vest Laddered Moderate BuBUFZETF
13F holders, Q3 2025 (September 30)101holders +1
12new positions
10sold out
1famous investor
$25.85avg. 13F price*
At the end of Q3 2025, 101 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 1 from Q2 2025. 12 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($81.7M), Forge Financial Services LLC ($66.4M) and Raymond James Financial Inc. ($59.3M). 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 2025)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $16.4M |
| Exits | 10 | $7.8M |
All 13F filers, Q2 2025 → Q3 2025: 4,423,740 shares bought and 706,226 shares sold, net +3,717,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| LPL Financial LLC | 0.02% | Reduce -6.0% | 3,155,525 | $81.7M |
| Forge Financial Services LLC | 31.10% | Add +3843.0% | 2,559,550 | $66.4M |
| Raymond James Financial Inc. | 0.02% | Add +3.1% | 2,289,777 | $59.3M |
| Osaic Holdings, Inc. | 0.06% | Add +11.3% | 1,613,426 | $41.2M |
| Coppell Advisory Solutions LLC | 3.57% | Reduce -1.2% | 1,301,246 | $33.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.8% | 1,231,553 | $31.9M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -1.1% | 986,913 | $25.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.2% | 859,867 | $22.3M |
| Cwm, LLC | 0.06% | Add +15.7% | 794,673 | $20.6M |
| Truist Financial Corp. | 0.02% | Add +10.7% | 545,689 | $14.1M |
| Geneos Wealth Management Inc. | 0.35% | Add +1.4% | 538,027 | $13.9M |
| Jacobi Capital Management LLC | 0.82% | Add +1.3% | 517,320 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +11.0% | 511,903 | $13.3M |
| Kestra Private Wealth Services, LLC | 0.15% | New | 429,998 | $11.1M |
| Rise Advisors, LLC | 3.25% | Add +17.6% | 349,810 | $9.1M |
| CreativeOne Wealth, LLC | 0.18% | Add +723.3% | 285,333 | $7.4M |
| Richmond Investment Services, LLC | 1.20% | Add +1.7% | 249,936 | $6.5M |
| Bullseye Investment Management, LLC | 4.10% | No change | 272,868 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.1% | 181,061 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.5% | 173,880 | $4.5M |
| Glen Eagle Advisors, LLC | 0.53% | Add +4.3% | 146,060 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +20.0% | 142,705 | $3.7M |
| Harbour Investments, Inc. | 0.08% | Add +11.2% | 129,622 | $3.4M |
| Ergawealth Advisors, Inc. | 1.56% | Reduce -10.1% | 129,446 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2370.0% | 116,508 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +12.8% | 107,257 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +92.3% | 95,984 | $2.5M |
| Visionary Wealth Advisors | 0.11% | Add +6.4% | 89,010 | $2.3M |
| Mayfair Advisory Group, LLC | 0.98% | Reduce -0.8% | 87,839 | $2.3M |
| Atlas Private Wealth Advisors | 0.55% | Reduce -51.7% | 86,940 | $2.3M |
| StoneX Group Inc. | 0.10% | Add +12.6% | 86,878 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +5.7% | 79,423 | $2.1M |
| AQR Capital Management | 0.00% | Add +384.6% | 74,942 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -4.2% | 71,878 | $1.9M |
| Sunbelt Securities, Inc. | 0.12% | Add +16.2% | 68,919 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +4.0% | 63,393 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -0.2% | 62,896 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.48% | Add +25.2% | 59,497 | $1.5M |
| Prosperity Financial Group, Inc. | 0.56% | Add +7.9% | 59,352 | $1.5M |
| World Equity Group, Inc. | 0.30% | Add +5.0% | 51,778 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Add +8.3% | 48,544 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +46.4% | 47,166 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +8.7% | 46,011 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.7% | 44,528 | $1.2M |
| Wolff Wiese Magana LLC | 0.63% | New | 43,268 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | New | 41,220 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | New | 41,389 | $1.1M |
| Harvest Investment Services, LLC | 0.22% | Add +3.8% | 41,385 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +11.0% | 40,500 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +12.5% | 39,864 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.33% | Add +5.1% | 39,385 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 36,395 | $943K |
| FSB Premier Wealth Management, Inc. | 0.30% | Add +0.7% | 35,003 | $907K |
| Legacy Wealth Managment, LLC | 0.34% | Reduce -4.7% | 28,880 | $748K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 28,395 | $735K |
| Nvest Financial, LLC | 0.40% | Reduce -35.5% | 26,648 | $690K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.3% | 26,555 | $688K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +70.2% | 23,879 | $618K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +134.4% | 23,206 | $601K |
| Simplicity Wealth,LLC | 0.03% | New | 19,319 | $500K |
| AdvisorNet Financial, Inc | 0.03% | New | 18,962 | $491K |
| SLT Holdings LLC | 0.32% | No change | 18,572 | $481K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 18,572 | $481K |
| GoalVest Advisory LLC | 0.10% | Add +10.4% | 18,536 | $480K |
| Adamsbrown Wealth Consultants LLC | 0.13% | Add +84.6% | 18,385 | $476K |
| Maridea Wealth Management LLC | 0.07% | Reduce -8.4% | 17,763 | $462K |
| Kestra Investment Management, LLC | 0.01% | Reduce -4.0% | 17,390 | $450K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,839 | $436K |
| Brookwood Investment Group LLC | 0.06% | Add +0.7% | 16,475 | $427K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +126.5% | 16,080 | $416K |
| Independent Financial Group, LLC | 0.01% | New | 15,316 | $397K |
| Private Trust Co. NA | 0.03% | Reduce -18.5% | 14,935 | $387K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -1.1% | 14,718 | $381K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.1% | 14,270 | $370K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 13,496 | $350K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 13,374 | $346K |
| HBW Advisory Services LLC | 0.04% | No change | 13,291 | $344K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,975 | $336K |
| HBK Sorce Advisory LLC | 0.01% | No change | 12,681 | $328K |
| Sigma Planning Corp | 0.01% | Reduce -26.0% | 12,503 | $324K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $303K |
| McDonald Partners LLC | 0.09% | New | 11,500 | $298K |
| Advisory Services Network, LLC | 0.00% | No change | 10,940 | $283K |
| Western Wealth Management, LLC | 0.01% | No change | 10,384 | $269K |
| Arlington Capital Management, Inc. | 0.17% | Reduce -4.7% | 10,086 | $261K |
| CoreCap Advisors, LLC | 0.01% | Add +82.5% | 10,067 | $261K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $259K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,636 | $250K |
| Wealth Watch Advisors, INC | 0.10% | Reduce -47.5% | 9,052 | $234K |
| IFP Advisors, Inc | 0.01% | No change | 8,946 | $232K |
| Independent Wealth Network Inc. | 0.07% | Reduce -0.7% | 8,878 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -10.3% | 8,815 | $228K |
| Tucker Asset Management LLC | 0.07% | Reduce -0.9% | 8,531 | $221K |
| Lanark Financial, Inc. | 0.01% | No change | 7,481 | $194K |
| IMG Wealth Management, Inc. | 0.08% | No change | 4,500 | $117K |
| Ameriflex Group, Inc. | 0.03% | New | 3,500 | $91K |
| Wells Fargo & Company | 0.00% | Add +1474.4% | 3,385 | $88K |
| Royal Bank of Canada | 0.00% | No change | 3,284 | $85K |
| AE Wealth Management LLC | 0.00% | No change | 549 | $14K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 213 | $6K |
"% 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.