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Disclosery

BUFG FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

77 managers (77 13F filers) reported a position in BUFG shares at 2025-09-30, 7,912,055 shares in all. 6 filers opened a position and 14 filers sold out during the quarter.

Managers
77
13F filers
77
New
6
Added
27
Reduced
31
Sold out
14
Shares held by filers
7,912,055

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,122,992$30.3M0.01%+321,01413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC984,282$26.5M0.03%-58,92213F-HRTimeline
LPL Financial LLC787,171$21.2M0.01%+70,00213F-HRTimeline
Centennial Wealth Advisory LLC606,362$16.3M4.55%+39,15513F-HRTimeline
Cetera Investment Advisers406,138$10.9M0.01%-20,70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,601$9.3M0.01%+16,63713F-HRTimelineGroup
CWM, LLCin group CWM, LLC284,355$7.66M0.02%+6,98513F-HRTimelineGroup
FreeGulliver LLC279,835$7.54M3.38%-48,67813F-HRTimeline
SYNOVUS FINANCIAL CORP264,457$7.12M0.08%-8,47013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC246,069$6.63M0.01%+13,81713F-HRTimelineGroup
Geneos Wealth Management Inc.211,968$5.71M0.14%-73713F-HRTimeline
Cambridge Investment Research Advisors,…174,526$4.7M0.01%+12,49213F-HRTimeline
WORLD EQUITY GROUP, INC.170,410$4.59M1.04%+73513F-HRTimeline
Ellsworth Advisors, LLC128,002$3.44M0.73%+4,33813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,342$2.98M<0.01%-1,44113F-HRTimeline
Valtinson Bruner Financial Planning LLC109,147$2.94M0.87%+1,22613F-HRTimeline
Lunt Capital Management, Inc.101,523$2.74M1.05%-1,63813F-HRTimeline
Integrated Wealth Concepts LLC99,057$2.67M0.02%-46,44613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC96,858$2.61M0.18%+21,85313F-HRTimeline
Advisory Services Network, LLC94,197$2.54M0.04%-9,42713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV88,375$2.38M0.66%+6,00813F-HR/ATimeline
Private Advisor Group, LLC84,542$2.28M0.01%new13F-HRTimeline
Tradition Wealth Management, LLC76,402$2.06M0.15%+10,91213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,334$1.79M0.01%+12,74213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC63,110$1.7M<0.01%+5,59013F-HRTimeline
Aptus Capital Advisors, LLC55,263$1.49M0.01%-5,05213F-HRTimeline
Sanctuary Advisors, LLC53,532$1.44M0.01%-2,98913F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.52,944$1.43M0.47%013F-HRTimeline
Mariner, LLCin group Mariner, LLC38,306$1.03M<0.01%+9,58713F-HRTimelineGroup
Harvest Investment Services, LLC38,197$1.03M0.21%+1,84513F-HRTimeline
NOVEM GROUP35,807$965K0.11%-17013F-HRTimeline
Jaffetilchin Investment Partners, LLC33,120$892K0.05%013F-HRTimeline
Onyx Bridge Wealth Group LLC30,322$817K0.09%013F-HRTimeline
PFG Advisors28,212$760K0.03%+6,08713F-HRTimeline
Gateway Wealth Partners, LLC28,142$758K0.1%+7,19413F-HRTimeline
Financial Guidance Group, Inc.28,037$755K0.34%-1,81513F-HRTimeline
HARBOUR INVESTMENTS, INC.27,730$747K0.02%-1,81713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,500$714K0.05%-5,35813F-HRTimelineGroup
Sigma Planning Corp26,449$713K0.02%+17213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,776$694K0.28%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,729$693K<0.01%+8,52113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,836$669K<0.01%-9913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,105$622K0.01%+14813F-HRTimelineGroup
Clear Creek Financial Management, LLC23,100$622K0.05%-10013F-HRTimeline
Financial Network Wealth Advisors LLC22,037$594K0.65%-63113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,273$573K0.01%013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,907$563K0.22%-1,69013F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.19,990$539K0.03%+2,17113F-HRTimeline
DHJJ Financial Advisors, Ltd.19,642$529K0.18%-1,02013F-HRTimeline
American Trust18,494$498K0.04%-6813F-HRTimeline
Avior Wealth Management, LLC15,813$426K0.01%-2,91313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,255$411K0.01%+2,34513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,569$339K0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors12,166$328K0.01%+3,75013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,140$327K0.05%013F-HRTimeline
Crewe Advisors LLC11,115$299K0.03%-38213F-HRTimeline
TFB Advisors LLC10,431$280K0.08%-87513F-HRTimeline
Janney Montgomery Scott LLC10,022$270K<0.01%+59113F-HRTimeline
Simplicity Wealth,LLC9,848$265K0.02%-10,50213F-HRTimeline
HBW ADVISORY SERVICES LLC9,590$258K0.03%013F-HRTimeline
Atria Investments, Inc8,810$237K<0.01%-3613F-HRTimeline
Kelly Financial Services LLC8,192$221K0.06%-15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,746$101K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc3,160$85.1K<0.01%+38313F-HR/ATimeline
Global Retirement Partners, LLC2,359$63.6K<0.01%-513F-HRTimeline
REAP Financial Group, LLC2,264$61K0.01%-1913F-HRTimeline
AMERIFLEX GROUP, INC.2,224$59.9K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.2,101$56.6K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,420$38.3K0.03%-27613F-HRTimeline
PFS Partners, LLC1,258$33.9K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.920$24.8K0.03%013F-HR/ATimeline
Smartleaf Asset Management LLC495$13.3K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC440$11.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA422$11K<0.01%-16813F-HRTimelineGroup
Larson Financial Group LLC330$8.89K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST245$6.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC215$5.79K<0.01%new13F-HRTimelineGroup