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Disclosery

BUFD FIRST TR EXCHNG TRADED FD VI

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FT VEST LADDERED (fund)

163 managers (166 13F filers) reported a position in BUFD shares at 2024-12-31, 36,807,547 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
163
13F filers
166
New
16
Added
76
Reduced
43
Sold out
12
Shares held by filers
36,807,547

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC6,248,092$159M0.06%+721,37713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,013,228$100M5.76%-45,06213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,495,859$89.2M-24,395Timeline
Centennial Wealth Advisory LLC1,781,280$45.5M17.83%-40,95113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,727,219$44.1M0.1%+596,23613F-HR/ATimelineGroup
Creekmur Asset Management LLC1,409,927$36M8.24%+48,87313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,110,894$28.4M0.04%+140,87213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC902,396$23M0.03%+106,64413F-HRTimeline
Cetera Investment Advisers901,700$23M0.05%+70,56913F-HRTimeline
Capital Asset Advisory Services LLC713,153$18.3M0.9%+8,79813F-HRTimeline
MML INVESTORS SERVICES, LLC714,392$18.2M0.06%+127,27313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC688,504$17.6M0.43%+25,28013F-HRTimeline
NewEdge Advisors, LLC660,600$16.9M0.1%+63,91513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management660,238$16.8M0.25%-30,78313F-HRTimelineGroup
Cambridge Investment Research Advisors,…598,024$15.3M0.05%-16,38613F-HRTimeline
Coppell Advisory Solutions LLC541,090$13.8M1.93%+152,77013F-HRTimeline
HARBOUR INVESTMENTS, INC.497,964$12.7M0.36%+101,51813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.462,269$11.8M0.17%+29,38813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC435,090$11.1M0.02%+125,07213F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC420,872$10.7M2.37%-4,32013F-HRTimeline
Private Advisor Group, LLC388,085$9.9M0.06%-10,28513F-HRTimeline
Santori & Peters, Inc.384,785$9.82M3.76%+5,66413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC382,935$9.77M2.06%+23,82713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA377,600$9.64M<0.01%+110,62813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC349,302$8.91M0.1%-78713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC280,185$7.15M0.22%-5,54313F-HRTimelineGroup
Independent Advisor Alliance277,556$7.08M0.09%new13F-HRTimeline
Atria Wealth Solutions, Inc.262,112$6.69M0.07%+15,37913F-HRTimeline
WEDBUSH SECURITIES INC260,880$6.66M0.24%-4,79913F-HRTimeline
CWM, LLCin group CWM, LLC258,740$6.6M0.03%+53,05113F-HRTimelineGroup
Integrity Financial Corp /WA256,481$6.55M3.76%-6,34513F-HRTimeline
IMG Wealth Management, Inc.245,996$6.28M5.81%13F-HRTimeline
Walkner Condon Financial Advisors LLC216,209$5.52M1.12%+1,47113F-HRTimeline
Atlas Private Wealth Advisors201,562$5.14M0.73%new13F-HRTimeline
Advisory Services Network, LLC187,422$4.78M0.09%+24,36413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding180,821$4.61M+19,687Timeline
Jacobi Capital Management LLC176,800$4.51M0.34%+50,31513F-HRTimeline
SYNOVUS FINANCIAL CORP146,542$3.74M0.05%+7,40413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding131,081$3.35M-2,517Timeline
Maia Wealth LLC127,536$3.29M0.71%-2413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.126,508$3.23M0.02%+1,99513F-HRTimeline
Tyler-Stone Wealth Management126,416$3.23M0.57%+53,37213F-HRTimeline
Integrated Wealth Concepts LLC107,348$2.74M0.03%+6,62513F-HRTimeline
CENTAURUS FINANCIAL, INC.101,198$2.58M0.16%+4,90513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,693$2.52M<0.01%13F-HR/ATimelineGroup
IFG Advisory, LLC96,520$2.46M0.14%+1,37513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC96,045$2.45M1.12%+22,25513F-HRTimeline
Sigma Planning Corp95,231$2.43M0.08%+49,93313F-HRTimeline
OneDigital Investment Advisors LLC89,210$2.28M0.03%+8,07313F-HRTimeline
Kingsview Wealth Management, LLC78,453$2M0.04%+80213F-HRTimeline
Tradition Wealth Management, LLC74,926$1.91M0.17%+1,00313F-HRTimeline
AE Wealth Management LLC73,914$1.89M0.02%-27,76713F-HRTimeline
Gladstone Institutional Advisory LLC72,617$1.85M0.09%+4,55013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,921$1.81M0.02%+25,53713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC69,368$1.77M0.58%+31,23013F-HRTimeline
Legacy Investment Solutions, LLC67,461$1.75M1.15%+34,96513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…67,461$1.75M1.15%+34,96513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,079$1.69M<0.01%+48,07013F-HRTimelineGroup
Foundations Investment Advisors, LLC64,407$1.64M0.03%+2,88713F-HRTimeline
Wealth Watch Advisors, INC61,446$1.57M0.98%13F-HRTimeline
GPS Wealth Strategies Group, LLC60,458$1.54M0.2%+5,17913F-HRTimeline
Ergawealth Advisors, Inc.60,305$1.54M0.76%+67513F-HRTimeline
SLT Holdings LLC55,934$1.43M1.35%13F-HRTimeline
Arkadios Wealth Advisors54,117$1.38M0.08%+10,32513F-HRTimeline
TFB Advisors LLC53,372$1.36M0.39%+8,90513F-HRTimeline
CoreCap Advisors, LLC46,532$1.19M0.05%-1,94213F-HRTimeline
Family Capital Management, Inc.45,187$1.15M0.7%+8,02413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,946$1.12M0.03%+10,43513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC43,044$1.1M0.04%-15,64313F-HRTimeline
Strategic Blueprint, LLC39,010$996K0.06%-15,73013F-HRTimeline
Financial Strategies Group, Inc.39,188$995K0.24%-8213F-HRTimeline
Whipplewood Advisors, LLC38,651$986K0.56%13F-HRTimeline
Davies Financial Advisors, Inc.35,778$913K0.78%-4,63913F-HRTimeline
Orion Porfolio Solutions, LLC35,347$902K0.01%+6,74413F-HRTimeline
Orion Portfolio Solutions, LLC35,347$902K0.01%+6,74413F-HRTimeline
B. Riley Wealth Advisors, Inc.34,876$890K0.03%+12,63413F-HRTimeline
Claro Advisors Inc.34,215$873K0.12%+6,38513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,557$856K<0.01%+24,88713F-HRTimelineGroup
Maridea Wealth Management LLC32,743$836K0.27%13F-HRTimeline
Five Pine Wealth Management31,052$792K0.67%13F-HRTimeline
Golden State Wealth Management, LLC30,417$776K0.12%13F-HRTimeline
LifeWealth Investments, LLC30,130$769K0.51%13F-HRTimeline
Sowell Financial Services LLC29,044$741K0.04%new13F-HRTimeline
L.M. KOHN & COMPANY28,994$740K0.19%-4,71013F-HRTimeline
Castleview Partners, LLC29,016$738K0.4%-1,79513F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,658$706K0.03%+98213F-HRTimelineGroup
EdgeRock Capital LLC27,524$702K0.46%013F-HRTimeline
American Institute for Advanced Investm…26,725$682K0.51%+4,11513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,626$679K<0.01%new13F-HR/ATimeline
Lion Street Advisors, LLC26,238$670K0.21%013F-HRTimeline
Dynamic Advisor Solutions LLC25,768$658K0.03%-7713F-HRTimeline
FSA Advisors, Inc.25,584$653K0.8%-4,06113F-HRTimeline
Mayfair Advisory Group, LLC25,583$653K0.38%+2,85913F-HRTimeline
IFP Advisors, Inc25,406$648K0.02%-53513F-HRTimeline
Harvest Investment Services, LLC24,498$625K0.15%+14,70713F-HRTimeline
Cooper Financial Group23,417$598K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,126$590K0.01%-3,44513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.21,637$552K0.03%-27513F-HRTimeline
Cambridge Advisors Inc.21,565$550K0.12%-50013F-HRTimeline
Arax Advisory Partners21,552$550K0.03%new13F-HRTimeline
Global Retirement Partners, LLC21,499$549K0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,024$537K0.02%-5,07213F-HRTimelineGroup
Janney Montgomery Scott LLC20,444$522K<0.01%-5913F-HRTimeline
IHT Wealth Management, LLC19,837$506K0.02%new13F-HRTimeline
Echo Wealth Management, LLC19,589$500K0.35%+6,85913F-HRTimeline
Steward Partners Investment Advisory, L…19,406$495K<0.01%+8,51513F-HRTimeline
Virtus Wealth Solutions LLC18,488$472K0.11%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,336$468K<0.01%+6,67313F-HRTimelineGroup
Mutual Advisors, LLC17,265$442K0.01%-1,87013F-HRTimeline
Moloney Securities Asset Management, LLC17,130$437K0.06%+2,29013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,122$437K<0.01%+15,46713F-HRTimelineGroup
Pallas Capital Advisors LLC16,962$433K0.02%+4,20513F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC16,774$428K0.49%13F-HRTimeline
Good Life Advisors, LLC16,588$423K0.03%013F-HRTimeline
Schulz Wealth, LTD.15,759$402K0.31%013F-HRTimeline
Strategic Financial Concepts, LLC15,596$398K0.08%+3,02613F-HR/ATimeline
Concorde Asset Management, LLC15,256$389K0.2%new13F-HRTimeline
Onyx Bridge Wealth Group LLC15,100$385K0.06%-15013F-HRTimeline
Focus Financial Network, Inc.15,024$383K0.02%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC14,607$373K0.34%13F-HRTimeline
Quad-Cities Investment Group, LLC14,538$371K0.18%+2,99613F-HRTimeline
Advisor Resource Council14,210$363K0.26%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,945$356K0.15%+4,89913F-HRTimeline
Andina Capital Management, LLC13,901$355K0.29%-67413F-HRTimeline
Sanctuary Wealth Management, L.L.C.12,854$328K0.22%013F-HRTimeline
Symphony Financial Services, Inc.12,725$325K0.26%new13F-HRTimeline
Alliance Wealth Advisors, LLC12,043$307K0.18%013F-HRTimeline
Indie Asset Partners, LLC11,500$293K0.23%+2,00013F-HRTimeline
Chris Bulman Inc11,259$287K0.18%+59713F-HRTimeline
Ausdal Financial Partners, Inc.10,837$277K0.02%+73813F-HRTimeline
Clear Creek Financial Management, LLC10,600$271K0.03%013F-HRTimeline
Regal Investment Advisors LLC10,549$269K0.02%-80013F-HRTimeline
HBW ADVISORY SERVICES LLC10,532$269K0.03%+16113F-HRTimeline
Gibbs Wealth Management10,396$265K0.07%new13F-HRTimeline
Prosperity Consulting Group, LLC10,127$258K0.02%+1,45013F-HRTimeline
EPG Wealth Management LLC10,000$255K0.07%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.9,833$251K0.18%+47513F-HRTimeline
PRIVATE TRUST CO NA8,938$228K0.02%+2,58413F-HRTimeline
Prospera Financial Services Inc8,808$225K0.01%-7213F-HRTimeline
Edge Capital Group, LLC8,421$215K0.01%new13F-HRTimeline
Integrated Advisors Network LLC8,159$208K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,002$204K0.01%-85013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.7,370$188K0.07%-2,13513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,904$99.6K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC3,850$98.3K<0.01%+59013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,176$56.5K<0.01%-1,75513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,686$43K<0.01%+24213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,435$36.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,234$31.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,220$31.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,150$29.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,128$28.8K<0.01%-2213F-HR/ATimelineGroup
Nova Wealth Management, Inc.982$25.1K0.02%13F-HRTimeline
Sound Income Strategies, LLC585$14.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO488$12.5K<0.01%-10,97013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\441$11.3K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT358$9.14K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC235$6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$3.83K<0.01%-1,23813F-HRTimelineGroup
LANARK FINANCIAL, INC.27$7010.06%-27,74313F-HRTimeline
SBI Securities Co., Ltd.2$51<0.01%13F-HRTimeline
Householder Group Estate & Retirement S…19$00%-43,70713F-HRTimelineValue filed as zero, left out of ratios.
Legacy Financial Group LLC32,314$825M-14,08813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.