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Disclosery

BUFR FIRST TR EXCHNG TRADED FD VI

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FT VEST LADDERED (fund)

428 managers (435 13F filers) reported a position in BUFR shares at 2025-03-31, 182,971,090 shares in all. 43 filers opened a position and 20 filers sold out during the quarter.

Managers
428
13F filers
435
New
43
Added
237
Reduced
109
Sold out
20
Shares held by filers
182,971,090

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, 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
Orion Portfolio Solutions, LLC70,932$2.11M0.02%+18,90413F-HR/ATimeline
SLT Holdings LLC70,250$2.09M1.96%+16,12313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC69,890$2.08M0.03%+27,67013F-HRTimelineGroup
Capasso Planning Partners LLC69,824$2.07M0.87%+50,68813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC69,444$2.06M0.19%-17,49013F-HR/ATimeline
Merit Financial Group, LLC69,089$2.05M0.03%+20,58613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…66,968$1.99M1.65%new13F-HRTimeline
Perissos Private Wealth Management, LLC65,861$1.96M1.78%+9,60413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC63,764$1.89M1.12%-7,68313F-HRTimeline
Mutual Advisors, LLC63,625$1.87M0.05%+5,85313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…62,245$1.85M0.17%+3,33513F-HRTimeline
Clark Wealth Partners62,110$1.84M1.37%new13F-HRTimeline
WCG Wealth Advisors LLC60,880$1.81M0.14%+6,80013F-HR/ATimeline
GPS Wealth Strategies Group, LLC58,128$1.73M0.23%-11713F-HRTimeline
MAI Capital Management56,583$1.68M0.01%+44,73113F-HRTimeline
Trilogy Capital Inc.56,568$1.68M0.09%+31,81313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC56,327$1.67M0.45%+72513F-HRTimeline
DHJJ Financial Advisors, Ltd.55,917$1.66M0.67%+5,43313F-HRTimeline
ABLE Financial Group, LLC55,865$1.66M0.47%-178,61813F-HRTimeline
Lion Street Advisors, LLC54,284$1.61M0.51%+2,95313F-HRTimeline
Independent Wealth Network Inc.53,094$1.58M0.63%+11,12413F-HRTimeline
Purus Wealth Management, LLC52,701$1.56M0.67%-1,34813F-HRTimeline
RDA Financial Network52,662$1.56M0.47%+26913F-HRTimeline
Keudell/Morrison Wealth Management51,463$1.53M0.36%-38,09413F-HRTimeline
Cornerstone Wealth Management, LLC51,341$1.52M0.1%+10,08013F-HRTimeline
Lane & Associates LLC50,967$1.51M0.82%+12,03213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …51,160$1.51M0.09%+3,23013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…49,821$1.48M1.07%+6,26013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,922$1.42M0.27%-36613F-HRTimeline
Snowden Capital Advisors LLC47,215$1.4M0.04%+2,10013F-HRTimeline
Atlas Private Wealth Advisors44,916$1.33M0.19%-20,04813F-HRTimeline
Qube Research & Technologies Ltd44,721$1.33M<0.01%+99113F-HRTimeline
Mascagni Wealth Management, Inc.42,776$1.27M1.26%013F-HR/ATimeline
COZAD ASSET MANAGEMENT INC42,239$1.25M0.13%+3,00813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…41,132$1.22M0.47%+16813F-HRTimeline
Wagner Wealth Management, LLC40,094$1.19M0.3%013F-HRTimeline
PFG Advisors40,077$1.19M0.07%+13,15113F-HRTimeline
Clarity Capital Partners LLC39,791$1.18M0.48%+11,26713F-HRTimeline
Legacy Edge Advisors, LLC39,509$1.17M0.18%-7,74613F-HRTimeline
LaSalle St. Investment Advisors, LLC39,313$1.17M0.27%-41013F-HRTimeline
Perigon Wealth Management, LLC38,791$1.15M0.03%+58813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC38,542$1.14M0.32%-48113F-HRTimeline
NOVEM GROUP38,263$1.14M0.16%-2,75813F-HRTimeline
FSA Advisors, Inc.38,368$1.14M0.9%+33613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,051$1.13M<0.01%-23,60213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/38,000$1.13M<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…37,979$1.13M0.1%+10,36513F-HRTimeline
Asset Allocation Strategies LLC37,440$1.11M0.28%+22,74413F-HRTimeline
Heritage Wealth Management, Inc.37,096$1.1M0.37%+1,87713F-HRTimeline
Larson Financial Group LLC36,826$1.09M0.05%+78413F-HRTimeline
Riverbend Wealth Management, LLC36,705$1.09M0.98%+6,83613F-HRTimeline
Bright Futures Wealth Management, LLC.36,698$1.03M1.13%-2,08013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,528$1.03M<0.01%+4,94913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,415$1.02M0.06%+50013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.34,165$1.01M0.04%new13F-HRTimeline
Sonoma Private Wealth LLC33,907$1.01M1.4%+2,73513F-HRTimeline
Quad-Cities Investment Group, LLC33,847$1M0.5%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,530$996K0.07%-1,25113F-HRTimelineGroup
AMERIFLEX GROUP, INC.33,449$993K0.41%-46,45913F-HRTimeline
Whipplewood Advisors, LLC1,482$941K0.67%-32,26913F-HRTimeline
American Institute for Advanced Investm…31,585$938K0.72%-3,38513F-HRTimeline
Strategic Financial Concepts, LLC31,468$934K0.18%+9,28313F-HRTimeline
Claro Advisors Inc.31,456$934K0.12%+1,22513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC31,226$927K0.8%-21,45313F-HRTimeline
Clear Creek Financial Management, LLC31,136$924K0.1%-3,06013F-HRTimeline
Santori & Peters, Inc.31,025$921K0.37%-5,74513F-HRTimeline
SteelPeak Wealth, LLC30,850$916K0.04%+20013F-HRTimeline
LEIGH BALDWIN & CO., LLC30,740$913K0.73%+4,22913F-HRTimeline
Synergy Financial Group, LTD30,667$911K0.82%+6,46313F-HRTimeline
Balboa Wealth Partners30,146$895K0.22%+6,68813F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding30,029$892K+3,937Timeline
Synergy Investment Management, LLC29,750$883K0.37%+20,32913F-HRTimeline
CALTON & ASSOCIATES, INC.29,634$880K0.2%+19,36913F-HR/ATimeline
TrueWealth Advisors, LLC29,443$874K0.29%013F-HRTimeline
Fermata Advisors, LLC29,417$873K0.16%new13F-HRTimeline
Element Wealth, LLC29,082$863K0.46%013F-HRTimeline
Lighthouse Wealth Management Inc.28,284$840K0.77%+12,64213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,200$837K<0.01%-234,60413F-HRTimeline
LANARK FINANCIAL, INC.28,110$834K0.07%+28,08513F-HRTimeline
Bullseye Investment Management, LLC28,041$833K0.51%-2,25113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,871$827K<0.01%+2,03413F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.27,388$813K0.32%+13,49113F-HRTimeline
Alliance Wealth Advisors, LLC27,171$807K0.47%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,138$806K0.05%+15,45513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC27,000$802K0.02%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,638$791K0.02%+3,37413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,304$781K0.06%-5,55713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,294$781K<0.01%013F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.25,436$756K0.34%+2,01213F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC24,917$740K0.48%-94,73213F-HRTimeline
Paragon Private Wealth Management, LLC24,764$735K0.34%+1,99813F-HRTimeline
LVZ, Inc.24,012$713K0.09%+14,63513F-HRTimeline
EWG Elevate Inc.23,711$704K0.27%013F-HRTimeline
Redhawk Wealth Advisors, Inc.23,165$688K0.09%+4213F-HRTimeline
MGO ONE SEVEN LLC22,935$681K0.03%+10,61213F-HRTimeline
Belpointe Asset Management LLC22,860$679K0.04%-11,06213F-HRTimeline
Prime Capital Investment Advisors, LLC22,671$673K0.01%+2,29313F-HRTimeline
Concorde Asset Management, LLC23,403$673K0.36%-260,56613F-HRTimeline
Sovran Advisors, LLC23,262$662K0.09%+7,07313F-HRTimeline
Cresset Asset Management, LLC21,760$646K<0.01%-32813F-HRTimeline
BridgePort Financial Solutions, LLC21,665$643K0.29%+5,94113F-HRTimeline
EdgeRock Capital LLC20,510$609K0.43%013F-HRTimeline
Brendel Financial Advisors LLC20,305$603K0.37%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,242$601K0.3%+64913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,207$600K0.02%+11,51613F-HRTimelineGroup
Signal Advisors Wealth, LLC19,479$578K0.06%+6,56513F-HRTimeline
Foguth Wealth Management, LLC.19,479$578K0.14%-913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC19,411$576K0.15%013F-HRTimeline
Axis Wealth Partners, LLC19,350$574K0.42%+1,35513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC17,852$530K0.17%+2,47213F-HRTimeline
Castleview Partners, LLC17,717$526K0.36%+4813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,662$524K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC17,501$520K0.17%+3,76313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,467$519K0.47%+9,77513F-HRTimeline
Allworth Financial LP17,580$513K<0.01%-17113F-HRTimeline
New Century Financial Group, LLC16,983$504K0.58%-14,49213F-HRTimeline
UPTICK PARTNERS, LLC16,931$503K0.17%+59613F-HRTimeline
Summit Wealth Partners, LLC16,840$500K0.1%-99613F-HRTimeline
Advisory Resource Group16,642$494K0.1%+5,05713F-HRTimeline
Patriot Financial Group Insurance Agenc…16,229$482K0.06%-4,11313F-HRTimeline
Beacon Pointe Advisors, LLC16,164$480K0.01%+66513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,101$478K0.1%-20613F-HRTimeline
Concentrum Wealth Management15,994$475K0.18%+4,12213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,933$467K0.04%+6,48613F-HRTimeline
Legacy Capital Wealth Partners, LLC15,516$461K0.11%new13F-HRTimeline
Clarus Group, Inc.15,505$460K0.18%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,914$443K0.04%+2,11813F-HR/ATimeline
Vista Cima Wealth Management LLC14,857$441K0.47%-11113F-HR/ATimeline
Arete Wealth Advisors, LLC14,275$424K0.03%-4013F-HRTimeline
Lifeworks Advisors, LLC14,163$420K0.07%-1,42413F-HRTimeline
Jaffetilchin Investment Partners, LLC13,920$413K0.03%-40713F-HRTimeline
LexAurum Advisors, LLC13,885$412K0.08%-2,20413F-HRTimeline
Michels Family Financial, LLC13,830$411K0.37%+85013F-HRTimeline
STOCK YARDS BANK & TRUST CO13,048$387K0.01%new13F-HRTimeline
Advisory Services Network, LLC12,849$382K0.01%-76313F-HRTimeline
Echo Wealth Management, LLC12,431$369K0.25%+1,21513F-HRTimeline
Nicholson Wealth Management Group, LLC12,345$367K0.24%+8913F-HRTimeline
SimpliFi, Inc.12,341$366K0.17%-367,79813F-HRTimeline
Philip James Wealth Mangement, LLC12,335$366K0.04%-6,22213F-HRTimeline
Apeiron RIA LLC12,303$365K0.11%-26113F-HRTimeline
LEGACY SOLUTIONS, LLC11,848$352K0.39%013F-HRTimeline
Runnymede Capital Advisors, Inc.11,702$347K0.33%013F-HRTimeline
Fisher Asset Management, LLC11,684$347K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.11,560$343K0.03%new13F-HRTimeline
GSG Advisors LLC11,826$340K0.11%+4,86713F-HRTimeline
LifeWealth Investments, LLC11,308$336K0.16%new13F-HR/ATimeline
SMITH, MOORE & CO.11,038$328K0.03%+40513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,700$318K0.01%+1,81113F-HRTimelineGroup
Creative Planningin group Creative Planning10,681$317K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC10,641$316K0.1%new13F-HRTimeline
Mission Financial Group, LLC8,962$303K0.28%13F-HRTimeline
Prospect Financial Services LLC10,125$301K0.17%-4013F-HRTimeline
WESPAC Advisors SoCal, LLC10,000$297K0.08%013F-HRTimeline
Indie Asset Partners, LLC9,985$296K0.26%-72513F-HRTimeline
Virtue Capital Management, LLC9,968$296K0.03%new13F-HRTimeline
Davies Financial Advisors, Inc.9,369$278K0.24%-1,03913F-HRTimeline
Avior Wealth Management, LLC9,342$277K0.01%+4,27313F-HRTimeline
Murphy & Mullick Capital Management Corp9,269$275K0.27%new13F-HRTimeline
Independent Advisor Alliance9,163$272K0.01%-1,509,06213F-HRTimeline
Worth Asset Management, LLC9,031$268K0.15%+5013F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,970$266K0.16%013F-HRTimeline
BOKF, NAin group BOKF, NA8,950$266K<0.01%-1,00013F-HRTimelineGroup
Garden State Investment Advisory Servic…8,850$263K0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,802$260K0.02%-81013F-HR/ATimeline
Castle Rock Wealth Management, LLC8,592$255K0.07%013F-HRTimeline
Heritage Wealth Partners, LLC8,403$249K0.38%+65813F-HRTimeline
Chicago Partners Investment Group LLC8,398$249K0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,394$249K<0.01%-3,35413F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.8,342$248K0.19%013F-HRTimeline
Accurate Wealth Management, LLC8,711$247K0.05%-30113F-HRTimeline
National Wealth Management Group, LLC8,296$246K0.16%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,174$243K0.05%-4,09613F-HRTimelineGroup
Catalina Capital Group, LLC8,059$239K0.16%013F-HRTimeline
BLAIR WILLIAM & CO/IL7,724$229K<0.01%+3,74113F-HRTimeline
Ashton Thomas Private Wealth, LLC7,683$228K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,678$228K<0.01%new13F-HRTimelineGroup
Pitti Group Wealth Management, LLC7,669$228K0.23%-50,60413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,439$221K0.01%-18,39013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,220$214K0.12%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.7,200$214K0.11%new13F-HRTimeline
Mayfair Advisory Group, LLC7,050$209K0.12%-50013F-HRTimeline
MCDONALD PARTNERS LLC7,000$208K0.05%013F-HRTimeline
Accel Wealth Management6,916$205K0.07%new13F-HRTimeline
Masso Torrence Wealth Management Inc.6,907$205K0.11%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,907$205K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC6,896$205K0.07%new13F-HRTimeline
Forge Financial Services LLC6,854$203K0.18%013F-HRTimeline
Brookwood Investment Group LLC6,844$203K0.03%13F-HRTimeline
Wiser Advisor Group LLC6,321$188K0.28%new13F-HRTimeline
Richard W. Paul & Associates, LLC5,305$158K0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,214$125K<0.01%+67013F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,940$117K0.04%+25813F-HRTimeline
EPG Wealth Management LLC3,700$110K0.03%new13F-HRTimeline
MTM Investment Management, LLC3,000$89.4K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,999$89K<0.01%+2,97913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,700$80.2K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC2,666$79.2K0.06%-9,57713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,473$73.4K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC2,387$70.9K0.05%013F-HRTimeline
Rossby Financial, LCC2,319$68K0.03%new13F-HRTimeline