Skip to content
Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

Follow

VEST BUFFERED (fund)

90 managers (90 13F filers) reported a position in BUFG shares at 2025-06-30, 7,886,923 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
90
New
9
Added
25
Reduced
39
Sold out
12
Shares held by filers
7,886,923

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,043,204$26.6M0.04%+5,35813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding801,978$20.5M+59,443Timeline
LPL Financial LLC717,169$18.3M0.01%-107,19213F-HRTimeline
Centennial Wealth Advisory LLC567,207$14.5M4.61%+25,08713F-HRTimeline
Cetera Investment Advisers426,838$10.9M0.02%-12,01113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.333,964$8.51M0.02%-31,63913F-HR/ATimelineGroup
FreeGulliver LLC328,513$8.39M3.87%-3,87013F-HRTimeline
CWM, LLCin group CWM, LLC277,370$7.08M0.02%-18,86513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP272,927$6.97M0.09%-7,91913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC232,252$5.93M0.01%+32,57113F-HRTimelineGroup
Geneos Wealth Management Inc.212,705$5.43M0.13%-149,70613F-HRTimeline
WORLD EQUITY GROUP, INC.169,675$4.33M1.18%-16,01013F-HRTimeline
Cambridge Investment Research Advisors,…162,034$4.14M0.01%+1,30413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.152,954$3.91M0.02%-16,51713F-HRTimeline
Integrated Wealth Concepts LLC145,503$3.72M0.04%+6,14313F-HRTimeline
Ellsworth Advisors, LLC123,664$3.16M0.77%+2,08913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…111,783$2.88M<0.01%-49213F-HRTimeline
Valtinson Bruner Financial Planning LLC107,921$2.76M0.87%-113F-HRTimeline
Advisory Services Network, LLC103,624$2.69M0.04%-7,50213F-HRTimeline
Lunt Capital Management, Inc.103,161$2.63M1.01%-16,25313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV82,367$2.1M0.64%-7,54613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC75,005$1.92M0.15%+24,89413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,868$1.71M<0.01%-37,33813F-HRTimelineGroup
Tradition Wealth Management, LLC65,490$1.67M0.13%+12,45013F-HRTimeline
Aptus Capital Advisors, LLC60,315$1.54M0.02%-1,83313F-HRTimeline
MML INVESTORS SERVICES, LLC57,520$1.47M<0.01%-6,61613F-HRTimeline
Sanctuary Advisors, LLC56,521$1.44M0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,592$1.37M0.01%+2,61613F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.52,944$1.35M0.48%-2,46513F-HRTimeline
CoreCap Advisors, LLC46,844$1.2M0.05%-38213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED45,773$1.17M0.1%+13713F-HRTimeline
Harvest Investment Services, LLC36,352$928K0.21%-3,81613F-HRTimeline
NOVEM GROUP35,977$919K0.12%-73713F-HRTimeline
Jaffetilchin Investment Partners, LLC33,120$846K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31,858$814K0.04%-17,16413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC30,322$774K0.1%-1,16513F-HRTimeline
Financial Guidance Group, Inc.29,852$762K0.37%-62513F-HRTimeline
HARBOUR INVESTMENTS, INC.29,547$755K0.02%-9,83513F-HRTimeline
Mariner, LLCin group Mariner, LLC28,719$733K<0.01%+1,99113F-HRTimelineGroup
Sigma Planning Corp26,277$671K0.02%+16013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,776$658K0.3%013F-HRTimeline
UBS Group AGin group UBS Group AG25,385$648K<0.01%+80513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,935$637K<0.01%-10,75613F-HR/ATimelineGroup
Clear Creek Financial Management, LLC23,200$593K0.06%-20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,957$586K0.01%+5,66913F-HRTimelineGroup
Financial Network Wealth Advisors LLC22,668$579K0.7%-1013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC22,597$577K0.26%+30013F-HRTimelineGroup
PFG Advisors22,125$565K0.03%+1,52113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,273$543K0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC20,975$536K0.04%-36,80713F-HRTimeline
Gateway Wealth Partners, LLC20,948$535K0.1%-2,28013F-HRTimeline
DHJJ Financial Advisors, Ltd.20,662$528K0.19%+3113F-HRTimeline
Simplicity Wealth,LLC20,350$520K0.02%+10,34813F-HRTimeline
OLD MISSION CAPITAL LLC19,442$497K0.01%+5,24713F-HRTimeline
Avior Wealth Management, LLC18,726$478K0.02%+2,91313F-HRTimeline
American Trust18,562$474K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.17,819$455K0.03%+23013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,208$439K<0.01%-26,13713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,910$330K0.01%+43013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC12,140$310K0.05%-20013F-HRTimeline
Crewe Advisors LLC11,497$294K0.04%new13F-HRTimeline
TFB Advisors LLC11,306$289K0.08%+513F-HRTimeline
Signal Advisors Wealth, LLC10,296$263K0.02%-3,59713F-HRTimeline
Foguth Wealth Management, LLC.10,296$263K0.06%-3,59713F-HRTimeline
HBW ADVISORY SERVICES LLC9,590$245K0.03%013F-HRTimeline
Janney Montgomery Scott LLC9,431$241K<0.01%013F-HRTimeline
BLACK POINT WEALTH MANAGEMENT9,255$236K6.76%-20,49513F-HRTimeline
Atria Investments, Inc8,846$226K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors8,416$215K0.01%new13F-HRTimeline
Kelly Financial Services LLC8,342$213K0.06%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,232$210K0.01%-74013F-HRTimeline
WEDBUSH SECURITIES INC8,015$205K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,900$99.5K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3,145$80.3K<0.01%013F-HRTimeline
IFP Advisors, Inc2,777$70.9K<0.01%+30813F-HRTimeline
Global Retirement Partners, LLC2,364$60.4K<0.01%13F-HRTimeline
REAP Financial Group, LLC2,283$58.3K0.01%-5613F-HRTimeline
Sunbelt Securities, Inc.2,101$51.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,696$43.3K0.03%-18113F-HRTimeline
PFS Partners, LLC1,258$32.1K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.920$23.5K0.03%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597$15.2K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA590$15K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC440$11.2K<0.01%013F-HRTimeline
Larson Financial Group LLC330$8.43K<0.01%013F-HRTimeline
Arax Advisory Partners300$7.66K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$6.26K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC44$1.12K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…44$1.12K<0.01%-2113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.