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Disclosery

BUFR FIRST TR EXCHNG TRADED FD VI

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FT VEST LADDERED (fund)

411 managers (418 13F filers) reported a position in BUFR shares at 2024-12-31, 170,414,090 shares in all. 43 filers opened a position and 11 filers sold out during the quarter.

Managers
411
13F filers
418
New
43
Added
212
Reduced
94
Sold out
11
Shares held by filers
170,414,090

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
GPS Wealth Strategies Group, LLC58,245$1.77M0.23%+5,51713F-HRTimeline
Mutual Advisors, LLC57,772$1.77M0.05%+12,00013F-HRTimeline
Perissos Private Wealth Management, LLC56,257$1.71M1.28%+18,29813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,670$1.7M0.02%-185,57113F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC55,602$1.69M0.44%+2,97213F-HR/ATimeline
Keystone Wealth Services, LLC54,696$1.67M0.44%+19,74313F-HRTimeline
SLT Holdings LLC54,127$1.65M1.56%13F-HRTimeline
WCG Wealth Advisors LLC54,080$1.65M0.11%-6,14813F-HRTimeline
Purus Wealth Management, LLC54,049$1.65M0.65%-163,37313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC52,679$1.61M1.49%-161,44313F-HRTimeline
RDA Financial Network52,393$1.6M0.47%+1,98113F-HRTimeline
Orion Porfolio Solutions, LLC52,028$1.59M0.02%-66,15013F-HRTimeline
Orion Portfolio Solutions, LLC52,028$1.59M0.02%-66,15013F-HRTimeline
Lion Street Advisors, LLC51,331$1.56M0.5%+1,13313F-HRTimeline
Global Retirement Partners, LLC50,536$1.54M0.04%+4,23713F-HRTimeline
OLD MISSION CAPITAL LLC50,503$1.54M0.04%-81,67813F-HRTimeline
DHJJ Financial Advisors, Ltd.50,484$1.54M0.6%+20,05713F-HRTimeline
N.E.W. Advisory Services LLC48,875$1.49M0.14%-143,94513F-HRTimeline
Merit Financial Group, LLC48,503$1.48M0.03%+5,36313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC48,288$1.47M0.28%+87413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …47,930$1.45M0.08%+2,43313F-HRTimelineGroup
Legacy Edge Advisors, LLC47,255$1.44M0.23%+3,26113F-HRTimeline
Pallas Capital Advisors LLC46,550$1.42M0.06%+3,30713F-HRTimeline
Navalign, LLC45,694$1.39M0.41%-101,89213F-HRTimeline
Snowden Capital Advisors LLC45,115$1.37M0.04%+1,00013F-HRTimeline
Legacy Investment Solutions, LLC43,561$1.35M0.89%+26,56013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43,561$1.35M0.89%+26,56013F-HRTimelineGroup
Qube Research & Technologies Ltd43,730$1.33M<0.01%-17,74013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC42,220$1.29M0.01%-3,55213F-HRTimelineGroup
Independent Wealth Network Inc.41,970$1.28M0.52%+8,06513F-HRTimeline
Mascagni Wealth Management, Inc.42,776$1.27M1.26%13F-HR/ATimeline
Wealth Watch Advisors, INC41,423$1.26M0.79%13F-HRTimeline
Cornerstone Wealth Management, LLC41,261$1.26M0.08%+2,37513F-HRTimeline
NOVEM GROUP41,021$1.25M0.19%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…40,964$1.25M0.45%+4,84113F-HRTimeline
Householder Group Estate & Retirement S…40,501$1.23M0.92%-50,32213F-HRTimeline
Wagner Wealth Management, LLC40,094$1.22M0.32%+6,55713F-HRTimeline
LaSalle St. Investment Advisors, LLC39,723$1.21M0.38%new13F-HRTimeline
Lane & Associates LLC38,935$1.21M0.62%new13F-HRTimeline
Bright Futures Wealth Management, LLC.38,778$1.2M1.07%+2,12613F-HRTimeline
COZAD ASSET MANAGEMENT INC39,231$1.2M0.11%+6,63213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC39,023$1.19M0.39%+6,56913F-HRTimeline
Perigon Wealth Management, LLC38,203$1.17M0.03%-51913F-HRTimeline
FSA Advisors, Inc.38,032$1.16M1.42%-95913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,000$1.16M<0.01%013F-HRTimelineGroup
Santori & Peters, Inc.36,770$1.12M0.43%+2,13213F-HRTimeline
Larson Financial Group LLC36,042$1.1M0.06%+90713F-HRTimeline
Heritage Wealth Management, Inc.35,219$1.07M0.36%+2,20513F-HRTimeline
American Institute for Advanced Investm…34,970$1.07M0.79%-40013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.34,781$1.06M0.07%+1,45113F-HRTimelineGroup
Private Advisory Group LLC34,548$1.05M0.12%-20713F-HR/ATimeline
Clear Creek Financial Management, LLC34,196$1.04M0.11%-98613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,915$1.03M0.06%+2,78513F-HRTimelineGroup
Quad-Cities Investment Group, LLC33,847$1.03M0.51%+1,14913F-HRTimeline
Whipplewood Advisors, LLC33,751$1.03M0.58%13F-HRTimeline
Belpointe Asset Management LLC33,922$1M0.06%-61313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,861$971K0.07%+6,52813F-HRTimeline
New Century Financial Group, LLC31,475$964K0.41%-2,81913F-HRTimeline
Sonoma Private Wealth LLC31,172$950K1.53%new13F-HRTimeline
SteelPeak Wealth, LLC30,650$934K0.04%-70013F-HRTimeline
Bullseye Investment Management, LLC30,292$922K0.61%new13F-HRTimeline
Claro Advisors Inc.30,231$921K0.12%+6,70313F-HRTimeline
Riverbend Wealth Management, LLC29,869$910K0.81%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,579$901K<0.01%+4,19813F-HRTimelineGroup
TrueWealth Advisors, LLC29,443$897K0.3%+36013F-HRTimeline
Element Wealth, LLC29,082$886K0.46%+10,04613F-HRTimeline
Clarity Capital Partners LLC28,524$869K0.45%+1,75813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,614$840K0.07%new13F-HRTimeline
Alliance Wealth Advisors, LLC27,171$828K0.47%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC27,000$823K0.02%013F-HRTimelineGroup
PFG Advisors26,926$820K0.05%-89713F-HRTimeline
LEIGH BALDWIN & CO., LLC26,511$808K0.68%13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth26,294$801K<0.01%013F-HR/ATimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding26,092$795K+2,311Timeline
Sowell Financial Services LLC25,858$788K0.04%-31,39713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,837$787K<0.01%+68413F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC25,829$787K0.02%+1,08513F-HRTimeline
Trilogy Capital Inc.24,755$754K0.04%+1,98913F-HRTimeline
Synergy Financial Group, LTD24,204$737K0.61%+2,61213F-HRTimeline
EWG Elevate Inc.23,711$722K0.22%+1,09513F-HRTimeline
HAZLETT, BURT & WATSON, INC.23,424$716K0.32%+4,22713F-HRTimeline
Balboa Wealth Partners23,458$715K0.16%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,264$709K0.02%+5,74013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.23,123$705K0.1%+2,26313F-HRTimeline
Paragon Private Wealth Management, LLC22,766$694K0.32%new13F-HRTimeline
Strategic Financial Concepts, LLC22,185$676K0.13%+12,48213F-HR/ATimeline
Cresset Asset Management, LLC22,088$673K<0.01%+10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,975$670K<0.01%+1,30013F-HRTimelineGroup
Mach-1 Financial Group, LLC21,042$641K1.16%-271,35213F-HRTimeline
EdgeRock Capital LLC20,510$625K0.41%013F-HRTimeline
Prime Capital Investment Advisors, LLC20,378$621K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…20,342$620K0.08%-46,87313F-HRTimeline
Foguth Wealth Management, LLC.19,488$606K0.16%+6,57613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC19,593$597K0.3%+96413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,411$591K0.17%new13F-HRTimeline
Capasso Planning Partners LLC19,136$583K0.23%new13F-HRTimeline
Philip James Wealth Mangement, LLC18,557$565K0.07%-135,11213F-HRTimeline
Allworth Financial LP17,751$551K<0.01%+1,52413F-HRTimeline
Axis Wealth Partners, LLC17,995$548K0.46%13F-HRTimeline
Summit Wealth Partners, LLC17,836$543K0.11%-48813F-HRTimeline
Castleview Partners, LLC17,669$538K0.29%-24113F-HR/ATimeline
UPTICK PARTNERS, LLC16,335$498K0.18%+5,98913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,307$497K0.1%-1,07313F-HRTimeline
Sovran Advisors, LLC16,189$492K0.07%13F-HRTimeline
LexAurum Advisors, LLC16,089$490K0.1%+8,55613F-HRTimeline
BridgePort Financial Solutions, LLC15,724$480K0.22%13F-HRTimeline
Lighthouse Wealth Management Inc.15,642$477K0.44%13F-HRTimeline
Lifeworks Advisors, LLC15,587$475K0.09%+1,04413F-HRTimeline
Clarus Group, Inc.15,505$472K0.17%-1,84813F-HRTimeline
Owen LaRue, LLC15,500$472K0.25%+1,50013F-HRTimeline
Beacon Pointe Advisors, LLC15,499$472K0.01%+47913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC15,380$469K0.16%+8,04613F-HRTimeline
Asset Allocation Strategies LLC14,696$456K0.11%new13F-HRTimeline
Vista Cima Wealth Management LLC14,968$456K0.47%13F-HRTimeline
Jaffetilchin Investment Partners, LLC14,327$437K0.03%-1,48413F-HRTimeline
Arete Wealth Advisors, LLC14,315$436K0.03%-25013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,897$423K0.17%+6,91613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13,738$419K0.04%+8,81813F-HRTimeline
Advisory Services Network, LLC13,612$415K0.01%+1,77013F-HRTimeline
Private Portfolio Partners LLC13,541$413K0.08%+3,04913F-HRTimeline
NWF Advisory Services Inc.13,047$398K0.06%-75,80313F-HRTimeline
Michels Family Financial, LLC12,980$396K0.36%13F-HRTimeline
Signal Advisors Wealth, LLC12,914$393K0.04%-61513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,796$390K0.03%new13F-HR/ATimeline
Apeiron RIA LLC12,564$383K0.11%+35513F-HRTimeline
MGO ONE SEVEN LLC12,323$375K0.01%-5,53213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,270$374K0.07%+2,36713F-HRTimelineGroup
Nicholson Wealth Management Group, LLC12,256$373K0.25%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC12,243$373K0.27%13F-HRTimeline
Advisor Resource Council11,880$362K0.26%new13F-HRTimeline
Concentrum Wealth Management11,872$362K0.13%new13F-HRTimeline
MAI Capital Management11,852$361K<0.01%+2,43713F-HRTimeline
LEGACY SOLUTIONS, LLC11,848$361K0.39%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,748$358K<0.01%new13F-HRTimelineGroup
Runnymede Capital Advisors, Inc.11,702$357K0.31%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,683$356K0.03%new13F-HRTimelineGroup
Advisory Resource Group11,585$353K0.07%new13F-HRTimeline
Leo Wealth, LLC11,486$350K0.03%013F-HRTimeline
Echo Wealth Management, LLC11,216$342K0.24%+3,31613F-HRTimeline
Strategic Wealth Investment Group, LLC11,175$341K0.04%new13F-HR/ATimeline
Indie Asset Partners, LLC10,710$326K0.26%+1,54013F-HRTimeline
SMITH, MOORE & CO.10,633$324K0.03%+3,85813F-HRTimeline
Armstrong, Fleming & Moore, Inc10,570$322K0.2%013F-HRTimeline
Davies Financial Advisors, Inc.10,408$317K0.27%-13613F-HRTimeline
CALTON & ASSOCIATES, INC.10,265$313K0.14%new13F-HRTimeline
Prospect Financial Services LLC10,165$310K0.17%-1,66013F-HRTimeline
WESPAC Advisors SoCal, LLC10,000$305K0.07%-40013F-HRTimeline
BOKF, NAin group BOKF, NA9,950$302K0.01%-16,35013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,612$293K0.03%-42,38413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,447$288K0.03%new13F-HRTimeline
Synergy Investment Management, LLC9,421$287K0.12%13F-HRTimeline
LVZ, Inc.9,377$286K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC9,012$275K0.05%+1,19513F-HRTimeline
Worth Asset Management, LLC8,981$274K0.15%+25013F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,970$273K0.16%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,889$271K0.01%+1,07013F-HRTimelineGroup
Garden State Investment Advisory Servic…8,850$270K0.08%013F-HRTimeline
Castle Rock Wealth Management, LLC8,592$268K0.06%013F-HRTimeline
Secure Asset Management, LLC8,783$268K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,691$265K0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC8,398$257K0.01%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.8,342$254K0.18%013F-HRTimeline
Catalina Capital Group, LLC8,059$246K0.08%new13F-HRTimeline
Richmond Investment Services, LLC7,753$236K0.13%13F-HRTimeline
Heritage Wealth Partners, LLC7,745$236K0.3%-37013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,692$234K0.18%13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,683$234K0.01%-17113F-HRTimeline
Mayfair Advisory Group, LLC7,550$230K0.14%013F-HRTimeline
MCDONALD PARTNERS LLC7,000$213K0.05%new13F-HRTimeline
Forge Financial Services LLC6,854$213K0.18%13F-HRTimeline
GSG Advisors LLC6,959$212K0.07%new13F-HRTimeline
Masso Torrence Wealth Management Inc.6,907$210K0.11%-25013F-HRTimeline
Cutter & CO Brokerage, Inc.6,787$207K0.05%013F-HRTimeline
GG Group Ventures, LLC6,749$206K0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,647$203K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.5,502$168K0.11%013F-HRTimeline
Richard W. Paul & Associates, LLC5,305$162K0.06%+2,00013F-HRTimeline
Avior Wealth Management, LLC5,069$154K0.01%+32713F-HRTimeline
BLAIR WILLIAM & CO/IL3,983$121K<0.01%+11513F-HRTimeline
Pinnacle Bancorp, Inc.3,682$112K0.04%+1,06513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,544$108K<0.01%+9113F-HRTimelineGroup
Financial Connections Group, Inc.2,556$77K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,473$75.4K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,439$74.3K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC2,387$72.7K0.05%+60113F-HRTimeline
Bernard Wealth Management Corp.2,073$63.2K0.03%13F-HR/ATimeline
COMERICA BANK2,038$62.1K<0.01%-613F-HR/ATimeline
Archer Investment Corp1,779$54.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,778$54.2K<0.01%-159,79813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,710$52.1K<0.01%-96913F-HRTimelineGroup
Asset Dedication, LLC1,661$50.6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,418$43.2K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,243$37.9K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC1,000$30.5K0.02%013F-HRTimeline
Sound Income Strategies, LLC919$28K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC770$23.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG715$21.8K<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC631$19.2K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC541$16.5K0.01%-17013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC510$15.5K<0.01%013F-HRTimeline