FT Vest Laddered Moderate BuBUFZETF
13F holders, Q1 2026 (March 31)126holders +3
13new positions
10sold out
1famous investor
$26.28avg. 13F price*
At the end of Q1 2026, 126 institutions reported holding FT Vest Laddered Moderate Bu (BUFZ) in their 13F filings, up 3 from Q4 2025. 13 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($114.8M), Forge Financial Services LLC ($108.9M) and Raymond James Financial Inc. ($77.4M). 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 (Q1 2026)
- CUSIP
- 33740U729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.2M |
| Exits | 10 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,358,787 shares bought and 1,782,837 shares sold, net +1,575,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| LPL Financial LLC | 0.03% | Add +9.4% | 4,369,686 | $114.8M |
| Forge Financial Services LLC | 11.03% | Add +39.4% | 4,146,972 | $108.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.4% | 2,947,016 | $77.4M |
| Osaic Holdings, Inc. | 0.07% | Add +7.2% | 1,875,506 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.4% | 1,363,762 | $35.8M |
| Kestra Advisory Services, LLC | 0.11% | Add +2.6% | 1,087,398 | $28.6M |
| Cetera Investment Advisers | 0.03% | Add +21.9% | 1,008,923 | $26.5M |
| Cwm, LLC | 0.06% | Add +3.8% | 906,048 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +36.8% | 887,944 | $23.3M |
| Jacobi Capital Management LLC | 1.29% | Add +13.5% | 881,639 | $23.2M |
| Truist Financial Corp. | 0.03% | Add +6.4% | 757,934 | $19.9M |
| Rise Advisors, LLC | 6.49% | Add +6.5% | 699,118 | $18.4M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -1.7% | 546,985 | $14.4M |
| Geneos Wealth Management Inc. | 0.28% | Reduce -11.7% | 466,416 | $12.3M |
| CreativeOne Wealth, LLC | 0.25% | Add +23.6% | 408,952 | $10.7M |
| Richmond Investment Services, LLC | 1.29% | Add +9.1% | 304,966 | $8.0M |
| Bullseye Investment Management, LLC | 3.88% | Add +4.9% | 274,221 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.5% | 221,048 | $5.8M |
| Harbour Investments, Inc. | 0.08% | Add +57.1% | 201,445 | $5.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +46.0% | 180,343 | $4.7M |
| Goldenstone Wealth Management LLC | 2.97% | Add +8.8% | 155,554 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -26.9% | 115,390 | $3.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +44.7% | 112,027 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +8.6% | 110,558 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.6% | 106,673 | $2.8M |
| Visionary Wealth Advisors | 0.11% | Reduce -3.8% | 95,535 | $2.5M |
| Diversify Wealth Management, LLC | 0.04% | New | 84,094 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.6% | 85,076 | $2.2M |
| Wolff Wiese Magana LLC | 1.22% | Add +75.0% | 83,946 | $2.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.63% | Add +15.7% | 80,694 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +2.5% | 80,612 | $2.1M |
| StoneX Group Inc. | 0.11% | Reduce -16.4% | 78,119 | $2.1M |
| Mayfair Advisory Group, LLC | 0.70% | Reduce -10.8% | 76,337 | $2.0M |
| Atlas Private Wealth Advisors | 0.47% | Reduce -9.7% | 75,796 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +29.0% | 73,775 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -2.3% | 73,191 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -0.2% | 72,092 | $1.9M |
| Prosperity Financial Group, Inc. | 0.69% | Add +8.1% | 71,259 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +5.8% | 66,543 | $1.7M |
| Ergawealth Advisors, Inc. | 0.69% | Reduce -7.5% | 59,817 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +301525.0% | 60,325 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -11.7% | 55,832 | $1.5M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -21.9% | 53,231 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +176.2% | 52,016 | $1.4M |
| Gateway Wealth Partners, LLC | 0.05% | Add +161.3% | 50,496 | $1.3M |
| Harvest Investment Services, LLC | 0.24% | Add +4.4% | 49,327 | $1.3M |
| Keystone Wealth Services, LLC | 0.26% | New | 47,026 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.25% | Add +34.2% | 46,806 | $1.2M |
| Hopwood Nicholas Hunter | 0.39% | Add +141.3% | 46,122 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.38% | Add +25.3% | 46,019 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +20.7% | 44,343 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +7.9% | 40,467 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.9% | 40,994 | $1.1M |
| World Equity Group, Inc. | 0.28% | Reduce -0.6% | 40,882 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | No change | 40,304 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Add +78.9% | 39,112 | $1.0M |
| Nvest Financial, LLC | 0.36% | No change | 36,298 | $954K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -76.3% | 35,683 | $937K |
| FSB Premier Wealth Management, Inc. | 0.29% | Add +0.4% | 34,913 | $917K |
| Capital Analysts, LLC | 0.02% | No change | 33,921 | $891K |
| Western Wealth Management, LLC | 0.03% | Add +69.7% | 32,336 | $849K |
| Legacy Wealth Managment, LLC | 0.42% | Add +5.5% | 32,213 | $846K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +21.3% | 30,929 | $813K |
| Simplicity Wealth,LLC | 0.04% | Add +19.5% | 28,340 | $744K |
| McKinney Capital Management, LLC | 0.61% | — | 27,160 | $713K |
| HighTower Advisors, LLC | 0.00% | No change | 26,924 | $707K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -9.9% | 25,510 | $670K |
| Mariner, LLC | 0.00% | Add +158.7% | 23,800 | $625K |
| Founders Financial Securities LLC | 0.03% | Add +2.8% | 22,165 | $595K |
| GoalVest Advisory LLC | 0.11% | No change | 22,282 | $585K |
| IFP Advisors, Inc | 0.01% | Add +44.3% | 22,135 | $581K |
| Tucker Asset Management LLC | 0.17% | Add +46.0% | 21,440 | $563K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.5% | 17,862 | $469K |
| Koshinski Asset Management, Inc. | 0.03% | Add +12.9% | 17,207 | $452K |
| Sanctuary Advisors, LLC | 0.00% | No change | 16,839 | $442K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 16,705 | $439K |
| Brookwood Investment Group LLC | 0.05% | Reduce -3.4% | 15,918 | $418K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.6% | 15,866 | $417K |
| Equitable Holdings, Inc. | 0.00% | Add +0.6% | 15,598 | $414K |
| McDonald Partners LLC | 0.09% | Add +21.7% | 14,000 | $368K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -43.7% | 13,485 | $354K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -9.3% | 13,455 | $353K |
| Jane Street Group, LLC | 0.00% | Add +28.2% | 13,403 | $352K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,365 | $351K |
| Maridea Wealth Management LLC | 0.05% | No change | 13,350 | $351K |
| HBK Sorce Advisory LLC | 0.01% | No change | 12,603 | $348K |
| WCG Wealth Advisors LLC | 0.01% | No change | 13,200 | $347K |
| HBW Advisory Services LLC | 0.04% | Reduce -1.4% | 13,111 | $344K |
| Advisory Services Network, LLC | 0.00% | Reduce -3.8% | 12,916 | $339K |
| Wealth Watch Advisors, INC | 0.14% | Add +134.2% | 12,542 | $329K |
| Ameritas Advisory Services, LLC | 0.01% | Add +4.9% | 12,443 | $327K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 11,805 | $310K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.9% | 11,770 | $309K |
| Cambridge Advisors Inc. | 0.06% | No change | 11,545 | $303K |
| Bison Wealth, LLC | 0.03% | Reduce -0.3% | 10,442 | $289K |
| Independent Advisor Alliance | 0.00% | New | 10,537 | $277K |
| Arlington Capital Management, Inc. | 0.15% | Add +5.9% | 10,228 | $269K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.2% | 10,060 | $264K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 10,000 | $263K |
| Arkadios Wealth Advisors | 0.00% | No change | 9,925 | $261K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | New | 9,920 | $261K |
| Silver Oak Securities, Incorporated | 0.02% | New | 9,481 | $249K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -6.7% | 9,214 | $242K |
| Winebrenner Capital Management LLC | 0.15% | New | 8,877 | $233K |
| Sigma Planning Corp | 0.01% | Reduce -55.5% | 8,368 | $220K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 7,700 | $202K |
| Godfrey Financial Associates, Inc. | 0.17% | Add +46.4% | 7,456 | $196K |
| AE Wealth Management LLC | 0.00% | Add +109.9% | 6,785 | $178K |
| Benson Wealth Management INC | 0.24% | No change | 6,576 | $173K |
| Lanark Financial, Inc. | 0.01% | Reduce -28.7% | 5,336 | $140K |
| IMG Wealth Management, Inc. | 0.08% | No change | 4,500 | $118K |
| Royal Bank of Canada | 0.00% | Add +28.1% | 4,453 | $117K |
| Signature Equity Partners, LLC | 0.06% | Reduce -7.5% | 3,985 | $105K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,200 | $84K |
| Wells Fargo & Company | 0.00% | No change | 3,170 | $83K |
| IFG Advisory, LLC | 0.18% | New | 2,370 | $62K |
| McGuire Capital Advisors Inc. | 0.04% | No change | 2,117 | $56K |
| Arax Advisory Partners | 0.00% | No change | 2,101 | $55K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,750 | $46K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 1,457 | $38K |
| Rossby Financial, LCC | 0.01% | New | 1,126 | $30K |
| UBS Group AG | 0.00% | New | 783 | $21K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 617 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 348 | $9K |
| Morgan Stanley | 0.00% | No change | 344 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 96 | $3K |
"% 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.