FT Vest Laddered Moderate BuBUFZETF
13F holders, Q4 2025 (December 31)123holders +22
20new positions
5sold out
1famous investor
$26.52avg. 13F price*
At the end of Q4 2025, 123 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 22 from Q3 2025. 20 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($105.9M), Raymond James Financial Inc. ($79.3M) and Forge Financial Services LLC ($78.9M). 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 (Q4 2025)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.0M |
| Exits | 5 | $2.4M |
All 13F filers, Q3 2025 → Q4 2025: 4,104,982 shares bought and 701,749 shares sold, net +3,403,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| LPL Financial LLC | 0.03% | Add +26.6% | 3,993,430 | $105.9M |
| Raymond James Financial Inc. | 0.02% | Add +30.5% | 2,987,289 | $79.3M |
| Forge Financial Services LLC | 33.75% | Add +16.2% | 2,975,092 | $78.9M |
| Osaic Holdings, Inc. | 0.07% | Add +8.5% | 1,750,091 | $46.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.3% | 1,235,242 | $32.8M |
| Coppell Advisory Solutions LLC | 3.15% | Reduce -7.5% | 1,203,876 | $32.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +7.4% | 1,059,702 | $28.1M |
| Cwm, LLC | 0.06% | Add +9.9% | 873,047 | $23.2M |
| Cetera Investment Advisers | 0.02% | Add +61.7% | 827,695 | $22.0M |
| Jacobi Capital Management LLC | 1.19% | Add +50.1% | 776,713 | $20.6M |
| Truist Financial Corp. | 0.03% | Add +30.6% | 712,423 | $18.9M |
| Rise Advisors, LLC | 6.21% | Add +87.6% | 656,390 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -24.5% | 649,275 | $17.2M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +29.4% | 556,321 | $14.8M |
| Geneos Wealth Management Inc. | 0.34% | Reduce -1.8% | 528,132 | $14.0M |
| CreativeOne Wealth, LLC | 0.21% | Add +16.0% | 331,009 | $8.8M |
| Richmond Investment Services, LLC | 1.28% | Add +11.9% | 279,588 | $7.4M |
| Bullseye Investment Management, LLC | 3.61% | Reduce -4.2% | 261,422 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.7% | 207,597 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.0% | 182,614 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 157,832 | $4.2M |
| Glen Eagle Advisors, LLC | 0.54% | Add +2.9% | 150,342 | $4.0M |
| Goldenstone Wealth Management LLC | 2.84% | — | 142,999 | $3.8M |
| Harbour Investments, Inc. | 0.07% | Reduce -1.1% | 128,246 | $3.4M |
| Kingsview Wealth Management, LLC | 0.05% | Add +28.7% | 123,507 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +28.2% | 101,817 | $2.7M |
| Visionary Wealth Advisors | 0.12% | Add +11.6% | 99,344 | $2.6M |
| StoneX Group Inc. | 0.11% | Add +7.5% | 93,427 | $2.5M |
| Mayfair Advisory Group, LLC | 0.88% | Reduce -2.5% | 85,607 | $2.3M |
| Atlas Private Wealth Advisors | 0.52% | Reduce -3.5% | 83,924 | $2.2M |
| Brookstone Capital Management | 0.02% | Add +71.0% | 78,661 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -27.6% | 77,604 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +308.4% | 77,431 | $2.1M |
| AQR Capital Management | 0.00% | No change | 74,942 | $2.0M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +0.5% | 72,213 | $1.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.56% | Add +17.2% | 69,722 | $1.8M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -1.1% | 68,184 | $1.8M |
| Prosperity Financial Group, Inc. | 0.63% | Add +11.1% | 65,940 | $1.7M |
| Ergawealth Advisors, Inc. | 0.79% | Reduce -50.1% | 64,642 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +0.5% | 63,204 | $1.7M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 62,885 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Add +21.3% | 57,208 | $1.5M |
| Global Retirement Partners, LLC | 0.02% | Add +6.2% | 51,566 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | Add +20.2% | 49,553 | $1.3M |
| Wolff Wiese Magana LLC | 0.70% | Add +10.9% | 47,971 | $1.3M |
| Harvest Investment Services, LLC | 0.24% | Add +14.1% | 47,235 | $1.3M |
| World Equity Group, Inc. | 0.30% | Reduce -20.6% | 41,120 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 40,304 | $1.1M |
| Private Trust Co. NA | 0.09% | Add +151.1% | 37,503 | $995K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 36,744 | $975K |
| Paragon Private Wealth Management, LLC | 0.30% | Reduce -6.8% | 36,715 | $974K |
| Nvest Financial, LLC | 0.40% | Add +36.2% | 36,298 | $963K |
| Legacy Capital Wealth Partners, LLC | 0.20% | Add +46.0% | 34,871 | $925K |
| FSB Premier Wealth Management, Inc. | 0.29% | Reduce -0.7% | 34,763 | $922K |
| Capital Analysts, LLC | 0.02% | Reduce -14.9% | 33,921 | $900K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +105.7% | 33,079 | $878K |
| Legacy Wealth Managment, LLC | 0.39% | Add +5.7% | 30,521 | $810K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 28,316 | $751K |
| HighTower Advisors, LLC | 0.00% | New | 26,924 | $714K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Add +38.7% | 25,500 | $677K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.3% | 23,964 | $636K |
| Simplicity Wealth,LLC | 0.04% | Add +22.8% | 23,723 | $629K |
| GoalVest Advisory LLC | 0.11% | Add +20.2% | 22,282 | $591K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.7% | 21,866 | $580K |
| Founders Financial Securities LLC | 0.03% | New | 21,564 | $572K |
| Gateway Wealth Partners, LLC | 0.06% | New | 19,321 | $513K |
| Hopwood Nicholas Hunter | 0.17% | — | 19,112 | $507K |
| Western Wealth Management, LLC | 0.02% | Add +83.5% | 19,060 | $506K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.7% | 18,834 | $500K |
| SLT Holdings LLC | 0.33% | No change | 18,572 | $493K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 18,572 | $493K |
| Kestra Investment Management, LLC | 0.01% | Add +2.7% | 17,855 | $474K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,839 | $447K |
| Brookwood Investment Group LLC | 0.05% | No change | 16,475 | $437K |
| Independent Financial Group, LLC | 0.01% | Add +5.2% | 16,116 | $428K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +80.1% | 15,878 | $421K |
| Equitable Holdings, Inc. | 0.00% | Add +14.9% | 15,512 | $412K |
| IFP Advisors, Inc | 0.01% | Add +71.5% | 15,345 | $407K |
| Koshinski Asset Management, Inc. | 0.03% | New | 15,240 | $404K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +0.8% | 14,828 | $393K |
| Tucker Asset Management LLC | 0.11% | Add +72.2% | 14,686 | $390K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.8% | 14,520 | $385K |
| Advisory Services Network, LLC | 0.01% | Add +22.7% | 13,426 | $356K |
| DAVENPORT & Co LLC | 0.00% | Add +3.0% | 13,365 | $355K |
| Maridea Wealth Management LLC | 0.05% | Reduce -24.8% | 13,350 | $354K |
| HBW Advisory Services LLC | 0.04% | No change | 13,291 | $353K |
| WCG Wealth Advisors LLC | 0.01% | New | 13,200 | $350K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 12,603 | $337K |
| Ameritas Advisory Services, LLC | 0.01% | New | 11,860 | $315K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 11,805 | $313K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 11,700 | $310K |
| Cambridge Advisors Inc. | 0.06% | New | 11,545 | $306K |
| McDonald Partners LLC | 0.10% | No change | 11,500 | $305K |
| Jane Street Group, LLC | 0.00% | New | 10,455 | $277K |
| Bison Wealth, LLC | 0.03% | New | 10,478 | $274K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 10,078 | $267K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $265K |
| Arkadios Wealth Advisors | 0.01% | New | 9,925 | $263K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 9,871 | $262K |
| Arlington Capital Management, Inc. | 0.16% | Reduce -4.2% | 9,660 | $256K |
| Mariner, LLC | 0.00% | New | 9,200 | $244K |
| Independent Wealth Network Inc. | 0.07% | Reduce -5.3% | 8,412 | $223K |
| Clear Creek Financial Management, LLC | 0.02% | New | 7,700 | $204K |
| Apollon Financial, LLC | 0.03% | New | 7,556 | $200K |
| Sigma Planning Corp | 0.01% | Add +50.5% | 18,811 | $199K |
| Lanark Financial, Inc. | 0.01% | No change | 7,481 | $198K |
| Benson Wealth Management INC | 0.19% | — | 6,576 | $174K |
| Wealth Watch Advisors, INC | 0.05% | Reduce -40.8% | 5,355 | $142K |
| Godfrey Financial Associates, Inc. | 0.12% | — | 5,092 | $135K |
| IMG Wealth Management, Inc. | 0.08% | No change | 4,500 | $119K |
| Signature Equity Partners, LLC | 0.06% | — | 4,310 | $114K |
| MidFirst Bank | 0.01% | — | 3,698 | $98K |
| Royal Bank of Canada | 0.00% | Add +5.8% | 3,476 | $92K |
| AE Wealth Management LLC | 0.00% | Add +488.9% | 3,233 | $86K |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 3,170 | $84K |
| McGuire Capital Advisors Inc. | 0.04% | — | 2,117 | $56K |
| Arax Advisory Partners | 0.00% | New | 2,101 | $56K |
| Ameriflex Group, Inc. | 0.02% | Reduce -50.0% | 1,750 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 372 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 348 | $9K |
| Morgan Stanley | 0.00% | New | 344 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 96 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -100.0% | 20 | $531 |
"% 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.