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Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

83 managers (84 13F filers) reported a position in BUFG shares at 2024-12-31, 8,078,698 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
83
13F filers
84
New
3
Added
43
Reduced
22
Sold out
5
Shares held by filers
8,078,698

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
COMMONWEALTH EQUITY SERVICES, LLC965,929$23.7M0.03%+4,42013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding784,080$19.2M+59,692Timeline
LPL Financial LLC751,486$18.4M0.01%+76,86913F-HRTimeline
Centennial Wealth Advisory LLC583,815$14.3M5.61%+58,05713F-HRTimeline
CWM, LLCin group CWM, LLC486,923$11.9M0.05%-112,40413F-HRTimelineGroup
Cetera Investment Advisers418,831$10.3M0.02%+23,85113F-HRTimeline
SYNOVUS FINANCIAL CORP302,843$7.42M0.09%+16,03513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.302,699$7.42M0.02%+49,08713F-HR/ATimelineGroup
FreeGulliver LLC256,006$6.27M3.27%+47,84913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC193,132$4.73M0.01%+13,05113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.182,356$4.47M0.96%+9,69013F-HRTimeline
Cambridge Investment Research Advisors,…161,452$3.96M0.01%+10,40913F-HRTimeline
Integrated Wealth Concepts LLC141,899$3.48M0.04%+3,29013F-HRTimeline
Private Advisor Group, LLC141,510$3.47M0.02%+23,09513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…121,843$2.99M0.01%+71913F-HR/ATimeline
Ellsworth Advisors, LLC119,359$2.92M0.77%+3,70113F-HRTimeline
Lunt Capital Management, Inc.114,841$2.81M1.1%+11,67313F-HRTimeline
Geneos Wealth Management Inc.112,893$2.77M0.1%+3,71313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.111,488$2.73M0.02%+84,73213F-HRTimeline
Advisory Services Network, LLC108,484$2.66M0.05%-22,59513F-HRTimeline
Valtinson Bruner Financial Planning LLC107,922$2.64M0.92%+1,76013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV84,388$2.07M0.74%+13,62013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…74,132$1.82M0.06%+26,64513F-HRTimelineGroup
BLACK POINT WEALTH MANAGEMENT66,956$1.64M1.9%+22,53613F-HRTimeline
Aptus Capital Advisors, LLC66,059$1.62M0.02%-3,96813F-HRTimeline
Sanctuary Advisors, LLC59,059$1.48M0.01%-6013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC59,488$1.46M0.11%+2,08013F-HRTimeline
MML INVESTORS SERVICES, LLC55,909$1.37M<0.01%+31,12913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.55,409$1.36M0.54%+1,30513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,835$1.32M0.01%+62613F-HRTimelineGroup
Pitti Group Wealth Management, LLC52,844$1.29M1.31%-166,00413F-HRTimeline
Authentikos Wealth Advisory, LLC49,630$1.22M1.2%-2,50413F-HRTimeline
Regal Investment Advisors LLC45,305$1.11M0.08%+8,45013F-HRTimeline
CoreCap Advisors, LLC45,247$1.11M0.05%+1,42213F-HRTimeline
Tradition Wealth Management, LLC42,966$1.05M0.09%+18,08313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,658$1.02M0.1%+5,91013F-HRTimeline
Harvest Investment Services, LLC40,665$996K0.24%+4,19713F-HRTimeline
NOVEM GROUP40,064$982K0.15%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,209$912K<0.01%+6,44713F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC35,263$864K0.01%-69013F-HRTimeline
Jaffetilchin Investment Partners, LLC33,626$824K0.06%013F-HRTimeline
Financial Guidance Group, Inc.32,849$805K0.44%-1,55013F-HRTimeline
Onyx Bridge Wealth Group LLC30,820$755K0.11%+2,81013F-HRTimeline
Atria Wealth Solutions, Inc.29,943$734K0.01%+70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,648$726K<0.01%-97,04113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.28,156$690K0.02%-30013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,776$632K0.29%013F-HRTimeline
Gateway Wealth Partners, LLC25,705$630K0.16%-2,06513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,328$596K<0.01%+7,41513F-HRTimelineGroup
Clear Creek Financial Management, LLC23,700$581K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.22,456$550K0.21%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC22,315$547K0.28%+16713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,853$535K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp21,806$534K0.02%-1,32413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,273$521K0.01%-7,32513F-HRTimelineGroup
Financial Network Wealth Advisors LLC17,392$426K0.79%-18,56113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,736$410K0.01%+4,94913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,871$389K0.02%+1,90313F-HRTimeline
Avior Wealth Management, LLC15,813$387K0.01%-43013F-HRTimeline
Foguth Wealth Management, LLC.13,902$348K0.09%+96513F-HRTimeline
Signal Advisors Wealth, LLC12,930$317K0.04%-26513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,340$302K0.06%-55313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,953$293K0.01%+2,74013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC10,511$258K0.02%-2,41813F-HRTimeline
TFB Advisors LLC10,176$249K0.07%new13F-HRTimeline
PFG Advisors10,072$247K0.02%+61013F-HRTimeline
Merit Financial Group, LLC9,808$240K<0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC9,590$235K0.02%-2,00013F-HRTimeline
Janney Montgomery Scott LLC9,376$230K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC8,265$202K0.01%-50013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,197$105K0.01%013F-HRTimeline
AE Wealth Management LLC3,177$77.8K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.3,146$77.1K0.07%13F-HRTimeline
IFP Advisors, Inc2,469$60.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC2,367$58K0.01%-4913F-HRTimeline
Global Retirement Partners, LLC2,357$57.7K<0.01%+1,02413F-HRTimeline
Sunbelt Securities, Inc.2,101$51.6K<0.01%-63113F-HRTimeline
AMERIFLEX GROUP, INC.1,722$43K0.02%13F-HRTimeline
PFS Partners, LLC1,258$30.8K0.02%013F-HRTimeline
NewEdge Advisors, LLC440$10.8K<0.01%013F-HRTimeline
Larson Financial Group LLC330$8.09K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC134$3.34K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…134$3.34K<0.01%013F-HRTimelineGroup