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Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

89 managers (90 13F filers) reported a position in BUFG shares at 2025-03-31, 8,370,819 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
89
13F filers
90
New
12
Added
33
Reduced
32
Sold out
4
Shares held by filers
8,370,819

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,037,846$24.7M0.03%+71,91713F-HRTimeline
LPL Financial LLC824,361$19.6M0.01%+72,87513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding742,535$17.7M-41,545Timeline
Centennial Wealth Advisory LLC542,120$12.9M4.69%-41,69513F-HRTimeline
Cetera Investment Advisers438,849$10.4M0.02%+20,01813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.365,603$8.7M0.02%+62,90413F-HRTimelineGroup
Geneos Wealth Management Inc.362,411$8.62M0.13%+249,51813F-HRTimeline
FreeGulliver LLC332,383$7.91M4.01%+76,37713F-HRTimeline
CWM, LLCin group CWM, LLC296,235$7.05M0.03%-190,68813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP280,846$6.68M0.09%-21,99713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC199,681$4.75M0.01%+6,54913F-HRTimelineGroup
WORLD EQUITY GROUP, INC.185,685$4.42M1.26%+3,32913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,471$4.03M0.02%+57,98313F-HRTimeline
Cambridge Investment Research Advisors,…160,730$3.82M0.01%-72213F-HRTimeline
Integrated Wealth Concepts LLC139,360$3.32M0.04%-2,53913F-HRTimeline
Ellsworth Advisors, LLC121,575$2.89M0.76%+2,21613F-HRTimeline
Lunt Capital Management, Inc.119,414$2.84M1.03%+4,57313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,275$2.67M0.01%-9,56813F-HRTimeline
Advisory Services Network, LLC111,126$2.64M0.05%+2,64213F-HRTimeline
Valtinson Bruner Financial Planning LLC107,922$2.57M0.87%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…104,206$2.48M<0.01%+74,55813F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV89,913$2.14M0.69%+5,52513F-HRTimeline
MML INVESTORS SERVICES, LLC64,136$1.53M0.01%+8,22713F-HRTimeline
Aptus Capital Advisors, LLC62,148$1.48M0.02%-3,91113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC57,782$1.37M0.13%-1,70613F-HR/ATimeline
Sanctuary Advisors, LLC56,521$1.34M0.01%-2,53813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.55,409$1.32M0.51%013F-HRTimeline
Regal Investment Advisors LLC54,015$1.28M0.1%+8,71013F-HRTimeline
Tradition Wealth Management, LLC53,040$1.26M0.11%+10,07413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,976$1.21M0.01%-2,85913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC50,111$1.19M0.09%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…49,022$1.17M0.05%-25,11013F-HRTimelineGroup
CoreCap Advisors, LLC47,226$1.12M0.05%+1,97913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED45,636$1.08M0.1%+3,97813F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,345$1.03M<0.01%+21,49213F-HRTimelineGroup
Harvest Investment Services, LLC40,168$956K0.27%-49713F-HRTimeline
HARBOUR INVESTMENTS, INC.39,382$937K0.03%+11,22613F-HRTimeline
NOVEM GROUP36,714$873K0.12%-3,35013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,691$849K<0.01%-1,51813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC34,852$829K0.01%-41113F-HRTimeline
Jaffetilchin Investment Partners, LLC33,120$788K0.06%-50613F-HRTimeline
Onyx Bridge Wealth Group LLC31,487$749K0.11%+66713F-HRTimeline
Financial Guidance Group, Inc.30,477$725K0.39%-2,37213F-HRTimeline
BLACK POINT WEALTH MANAGEMENT29,750$708K4.09%-37,20613F-HRTimeline
Mariner, LLCin group Mariner, LLC26,728$636K<0.01%+2,40013F-HRTimelineGroup
Sigma Planning Corp26,117$621K0.02%+4,31113F-HRTimeline
GWN SECURITIES INC.26,084$620K0.03%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,776$613K0.28%013F-HRTimeline
UBS Group AGin group UBS Group AG24,580$585K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC23,400$557K0.06%-30013F-HRTimeline
Gateway Wealth Partners, LLC23,228$553K0.12%-2,47713F-HRTimeline
Financial Network Wealth Advisors LLC22,678$539K0.71%+5,28613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC22,297$530K0.27%-1813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,273$506K0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.20,631$491K0.2%-1,82513F-HRTimeline
PFG Advisors20,604$490K0.03%+10,53213F-HRTimeline
Atria Wealth Solutions, Inc.17,918$426K0.01%-12,02513F-HRTimeline
CENTAURUS FINANCIAL, INC.17,589$418K0.03%+1,71813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,288$411K0.01%+55213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC16,600$395K0.05%new13F-HRTimeline
Avior Wealth Management, LLC15,813$376K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC14,195$338K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC13,893$330K0.03%+96313F-HRTimeline
Foguth Wealth Management, LLC.13,893$330K0.08%-913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,480$297K0.01%+52713F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC12,340$294K0.05%013F-HRTimeline
TFB Advisors LLC11,301$269K0.08%+1,12513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,141$265K<0.01%new13F-HR/ATimelineGroup
Simplicity Wealth,LLC10,002$238K0.02%new13F-HRTimeline
Merit Financial Group, LLC9,808$233K<0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC9,590$228K0.03%013F-HRTimeline
Janney Montgomery Scott LLC9,431$224K<0.01%+5513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,972$213K0.02%-1,53913F-HRTimeline
AE Wealth Management LLC3,145$74.8K<0.01%-3213F-HRTimeline
AMERIFLEX GROUP, INC.2,795$66.5K0.03%+1,07313F-HRTimeline
IFP Advisors, Inc2,469$58.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC2,339$55.6K0.01%-2813F-HRTimeline
Sunbelt Securities, Inc.2,101$50K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,877$44.6K0.04%-1,26913F-HRTimeline
Farther Finance Advisors, LLC1,652$39.4K<0.01%new13F-HRTimeline
PFS Partners, LLC1,258$29.9K0.02%013F-HRTimeline
NewEdge Advisors, LLC440$10.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC396$9K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC330$7.85K<0.01%013F-HRTimeline
Arax Advisory Partners300$7.14K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$5.83K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO202$4.82K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…65$1.55K<0.01%-6913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,19713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.