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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
LPL Financial LLC35,385,004$1.08B0.44%+1,374,07513F-HRTimeline
Cetera Investment Advisers10,246,461$312M0.65%+1,953,82513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,882,000$271M0.61%+3,828,44513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,592,808$262M0.38%+1,184,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,155,086$218M+509,945Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,034,785$153M0.03%+332,30413F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,490,479$137M0.57%-97,66313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,774,773$115M+284,785Timeline
MML INVESTORS SERVICES, LLC2,997,215$91.3M0.32%+127,00713F-HRTimeline
Cambridge Investment Research Advisors,…2,897,183$88.3M0.29%-66,82513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,462,131$75M0.14%+424,91613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,344,359$71.4M0.03%13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,205,087$67.2M1.93%+241,88513F-HRTimeline
NewEdge Advisors, LLC1,955,523$59.6M0.36%+295,55413F-HRTimeline
Private Advisor Group, LLC1,604,858$48.9M0.28%+126,92213F-HRTimeline
Aptus Capital Advisors, LLC1,596,265$48.6M0.58%+295,34213F-HRTimeline
IHT Wealth Management, LLC1,593,651$48.6M1.57%+66,81913F-HRTimeline
Independent Advisor Alliance1,518,225$46.3M0.61%+1,507,88813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,506,161$45.9M0.07%+169,52513F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,488,438$45.4M3.62%+271,23213F-HRTimeline
Janney Montgomery Scott LLC1,379,094$42M0.12%-378,08813F-HRTimeline
Atria Wealth Solutions, Inc.1,374,696$41.9M0.46%+59,55613F-HRTimeline
Gladstone Institutional Advisory LLC1,292,587$39.4M1.83%+224,52313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,290,141$39.3M0.07%+445,22113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,258,641$38.4M0.56%+98,95613F-HRTimelineGroup
Tradition Wealth Management, LLC1,228,906$37.4M3.3%+48,34013F-HRTimeline
Creekmur Asset Management LLC1,204,190$36.7M8.4%+38,16413F-HRTimeline
Hobart Private Capital, LLC1,172,848$35.7M8.87%+11,65713F-HRTimeline
Amplius Wealth Advisors, LLC1,147,278$35M3.58%+138,97013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,074,255$32.7M7.23%-186,45113F-HRTimeline
Goldstone Financial Group, LLC976,660$29.8M4.66%+85,85413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC921,501$28.1M0.86%+445,44213F-HRTimelineGroup
Good Life Advisors, LLC854,734$26M1.9%+15,04213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding843,287$25.7M+19,905Timeline
Foundations Investment Advisors, LLC798,986$24.3M0.47%+206,59013F-HRTimeline
Sound View Wealth Advisors Group, LLC797,312$24.3M1.96%+25,07913F-HRTimeline
RFG Advisory, LLC775,220$23.6M0.67%+138,02813F-HRTimeline
NorthRock Partners, LLC760,803$23.2M0.76%+13,39713F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.743,413$22.7M1.24%+31,78413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC740,813$22.6M0.26%+89,45213F-HRTimeline
Coppell Advisory Solutions LLC688,071$21M2.93%+81,55713F-HRTimeline
TOWNSQUARE CAPITAL LLC678,957$20.7M0.23%+8,10713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV642,974$19.6M7.05%+576,53813F-HRTimeline
Ignite Planners, LLC596,312$18.3M4.01%+38,48313F-HRTimeline
Prospera Financial Services Inc570,691$17.4M0.41%+202,65413F-HRTimeline
Holos Integrated Wealth LLC562,374$17.1M11.71%13F-HRTimeline
Lifestyle Asset Management, Inc.558,871$17M9.28%new13F-HRTimeline
WealthPLAN Partners, LLC558,777$17M2.42%-24,77213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.556,474$17M0.16%+75,67513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…531,916$16.2M0.36%-100,01313F-HRTimelineGroup
Solano Wealth Investment Advisors LLC509,318$15.5M9.33%13F-HRTimeline
Sanctuary Advisors, LLC497,981$15.5M0.1%+39,88213F-HRTimeline
Centennial Wealth Advisory LLC481,342$14.7M5.75%-14,41513F-HRTimeline
Valtinson Bruner Financial Planning LLC478,776$14.6M5.09%+36,95313F-HRTimeline
Sigma Planning Corp476,939$14.5M0.46%+58,02613F-HRTimeline
Hibernia Wealth Partners, LLC464,800$14.2M10.83%-411,45013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC455,146$13.9M0.46%+32,86013F-HRTimeline
Cooper Financial Group431,737$13.2M1.58%+179,62813F-HRTimeline
Ausdal Financial Partners, Inc.430,375$13.1M1.13%+324,05413F-HRTimeline
POM Investment Strategies, LLC427,744$13M9.82%+8,62013F-HRTimeline
Bleakley Financial Group, LLC423,700$12.9M0.39%+15,34413F-HRTimeline
WealthPlan Investment Management, LLC423,365$12.9M1.27%+46,51013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…413,513$12.6M0.34%+54,04613F-HRTimelineGroup
Drake & Associates, LLC404,638$12.5M3.57%+22,02513F-HRTimeline
PSI Advisors, LLC409,275$12.5M3.7%+23,03113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …398,245$12.1M0.18%+76,23113F-HRTimelineGroup
Atria Investments, Inc397,375$12.1M0.15%+12,65813F-HRTimeline
HighTower Advisors, LLC389,967$11.9M0.02%+42,45613F-HRTimeline
Key Financial Inc386,146$11.8M2.67%+15,39813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.382,628$11.7M0.07%+22,90513F-HRTimeline
SimpliFi, Inc.380,139$11.6M5.3%-4,14613F-HRTimeline
IFG Advisory, LLC378,706$11.5M0.65%+28,19713F-HRTimeline
Solitude Financial Services377,045$11.5M5.03%-28,72813F-HRTimeline
Strategic Blueprint, LLC372,017$11.3M0.67%+3,38013F-HRTimeline
Cooper Capital Advisors LLC367,905$11.2M11.63%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding362,080$11M+19,553Timeline
Meridian Wealth Management, LLC354,095$10.8M0.51%+29,69113F-HRTimeline
IMG Wealth Management, Inc.349,080$10.6M9.84%13F-HRTimeline
Tower Wealth Partners, Inc.347,704$10.6M5.54%-23,33313F-HRTimeline
Farther Finance Advisors, LLC346,336$10.6M0.38%new13F-HRTimeline
First Horizon Advisors, Inc.342,015$10.4M0.29%-19,66613F-HRTimeline
Ergawealth Advisors, Inc.339,054$10.3M5.11%+72,41113F-HRTimeline
Schulz Wealth, LTD.313,318$9.55M7.33%-14,61013F-HRTimeline
RiverTree Advisors, LLC310,559$9.46M6.22%-4,62713F-HRTimeline
HBW ADVISORY SERVICES LLC306,202$9.33M0.96%+27,38713F-HRTimeline
Triton Wealth Management, PLLC307,019$9.31M4.79%+2,55013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC303,912$9.26M3.93%+26,44713F-HRTimeline
CENTAURUS FINANCIAL, INC.292,810$8.92M0.54%-1,27113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…292,532$8.91M0.02%+18,35913F-HRTimelineGroup
Madrona Financial Services, LLC290,131$8.84M2.41%+157,68913F-HRTimeline
Chris Bulman Inc288,701$8.8M5.61%+48113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC288,478$8.79M0.46%+97,34313F-HRTimeline
Concorde Asset Management, LLC283,969$8.65M4.51%-66,93313F-HRTimeline
Rehmann Capital Advisory Group283,441$8.64M0.55%+61,09413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding283,190$8.63M+28,077Timeline
WORLD EQUITY GROUP, INC.275,464$8.39M1.8%+13,40813F-HRTimeline
Frederick Financial Consultants, LLC270,231$8.23M6.58%13F-HRTimeline
Naviter Wealth, LLC269,640$8.22M0.99%+5,38813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC262,804$8.01M0.01%+136,70413F-HRTimeline
CoreCap Advisors, LLC261,056$7.95M0.36%+6,70613F-HRTimeline
Keystone Financial Group254,402$7.75M0.76%+217,86213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC249,128$7.59M0.11%+10,08113F-HRTimelineGroup
Financial Network Wealth Advisors LLC238,800$7.28M13.53%-281,30113F-HRTimeline
ABLE Financial Group, LLC234,483$7.14M2.11%-107,80213F-HRTimeline
Financial Futures Ltd Liability Co.231,434$7.05M4%+19,94213F-HRTimeline
OneDigital Investment Advisors LLC229,534$6.99M0.08%-16,69313F-HRTimeline
PMG Wealth Management, Inc.228,890$6.97M6.35%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP228,203$6.95M0.52%-328,09713F-HRTimeline
Family Capital Management, Inc.226,326$6.9M4.16%+128,02813F-HRTimeline
Regal Investment Advisors LLC223,498$6.81M0.51%+46,87113F-HRTimeline
Edge Capital Group, LLC220,705$6.72M0.34%+22,77813F-HRTimeline
Howard Capital Management, LLC218,582$6.66M0.1%+112,95613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…217,867$6.64M1.3%+9,01813F-HRTimelineGroup
Arax Advisory Partners215,293$6.56M0.41%+179,36813F-HRTimeline
Tyler-Stone Wealth Management210,056$6.4M1.14%+126,84613F-HRTimeline
Dynamic Advisor Solutions LLC202,949$6.18M0.27%-2,56813F-HRTimeline
Kingsview Wealth Management, LLC200,945$6.12M0.12%-7,45713F-HRTimeline
HFG Wealth Management, LLC203,899$6.09M3.95%-11,63613F-HRTimeline
AE Wealth Management LLC198,157$6.04M0.05%+69,15913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC193,428$5.89M0.44%+12,49213F-HRTimeline
Jacobi Capital Management LLC189,460$5.77M0.43%+57,56513F-HRTimeline
Freedom Investment Management, Inc.187,114$5.7M0.47%+85,91313F-HRTimeline
Golden State Wealth Management, LLC182,974$5.58M0.84%13F-HRTimeline
Prosperity Consulting Group, LLC178,980$5.45M0.41%+36,10313F-HRTimeline
FOCUS Wealth Advisors, LLC177,565$5.41M2.87%+6,52713F-HRTimeline
Integrated Advisors Network LLC177,244$5.4M0.26%+16,34413F-HRTimeline
Capital Investment Advisory Services, L…174,309$5.31M0.51%-39,40213F-HRTimeline
Harvest Investment Services, LLC170,767$5.2M1.27%+44,03613F-HRTimeline
Steward Partners Investment Advisory, L…168,610$5.14M0.05%+8,18313F-HRTimeline
Seros Financial, LLC172,849$5M4.5%13F-HRTimeline
Encompass More Asset Management160,984$4.91M1.62%+19,04113F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC160,916$4.9M4.44%13F-HRTimeline
Capital CS Group, LLC155,506$4.74M6.33%+9,36613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC154,954$4.72M2.16%+14,93313F-HRTimeline
L.M. KOHN & COMPANY150,157$4.58M1.18%-6313F-HRTimeline
SYNOVUS FINANCIAL CORP148,807$4.53M0.06%+13313F-HRTimeline
FreeGulliver LLC147,268$4.49M2.34%+92,86613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…143,076$4.44M0.25%+6,35613F-HRTimeline
Consolidated Portfolio Review Corp145,792$4.44M0.7%+10,05613F-HRTimeline
B. Riley Wealth Advisors, Inc.144,838$4.41M0.14%+40,41013F-HRTimeline
TSFG, LLC140,565$4.28M0.88%-17,10313F-HRTimeline
Cambridge Advisors Inc.139,746$4.26M0.95%+8,52913F-HRTimeline
Andina Capital Management, LLC132,435$4.04M3.29%-71,26313F-HRTimeline
PCG Wealth Advisors, LLC127,677$3.89M1.44%+2,99913F-HRTimeline
WEDBUSH SECURITIES INC124,809$3.8M0.14%+2,90113F-HRTimeline
Pine Valley Investments Ltd Liability Co123,327$3.76M0.25%+12,11013F-HRTimeline
Five Pine Wealth Management123,015$3.75M3.16%13F-HRTimeline
Acorn Wealth Advisors, LLC122,978$3.75M1.55%-12,19213F-HRTimeline
Arkadios Wealth Advisors122,795$3.74M0.2%-6,18813F-HRTimeline
Bison Wealth, LLC121,716$3.71M0.45%13F-HRTimeline
Geneos Wealth Management Inc.121,594$3.7M0.13%+9,26013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC119,649$3.65M2.09%-1,24513F-HRTimeline
Prostatis Group LLC118,245$3.6M1.05%-1,83613F-HRTimeline
Core Wealth Advisors, Inc.118,211$3.6M1.19%+17,36813F-HRTimeline
Integrity Financial Corp /WA116,575$3.55M2.04%-3,81613F-HRTimeline
Noble Wealth Management PBC113,408$3.46M2.4%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC109,840$3.35M0.01%+69,64913F-HRTimelineGroup
IronOak Wealth LLC.109,050$3.32M3.72%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…107,827$3.29M0.03%+19,71813F-HRTimelineGroup
Stonebridge Financial Planning Group, L…104,293$3.18M1.42%-7,03013F-HRTimeline
Trail Ridge Investment Advisors, LLC102,521$3.12M1.48%+24513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC99,987$3.05M0.07%+15,57913F-HRTimelineGroup
TFB Advisors LLC99,301$3.03M0.87%+3,22013F-HRTimeline
Kovack Advisors, Inc.98,220$2.99M0.29%-54013F-HRTimeline
Onyx Bridge Wealth Group LLC97,580$2.97M0.43%+1,85213F-HRTimeline
Western Wealth Management, LLC97,226$2.96M0.19%+22,39613F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK97,222$2.96M0.1%+12,53013F-HRTimelineGroup
Perennial Investment Advisors, LLC95,929$2.92M0.34%+5,56113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …95,838$2.92M0.08%-102,82313F-HRTimelineGroup
IFP Advisors, Inc93,197$2.84M0.09%+13,72913F-HRTimeline
Defined Financial Planning LLC93,190$2.84M3.03%13F-HRTimeline
First Heartland Consultants, Inc.91,384$2.78M0.29%+28,91213F-HRTimeline
Glen Eagle Advisors, LLC91,259$2.78M0.46%+1,93113F-HRTimeline
Nvest Financial, LLC89,867$2.74M1.39%new13F-HRTimeline
Keudell/Morrison Wealth Management89,557$2.73M0.71%+1,67513F-HRTimeline
USAdvisors Wealth Management, LLC89,218$2.72M0.88%-3,34213F-HRTimeline
Gateway Wealth Partners, LLC88,565$2.7M0.7%-38313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC86,934$2.65M0.2%+55,96413F-HRTimeline
Maia Wealth LLC84,871$2.62M0.56%+4,21213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC84,155$2.56M0.64%+8,61213F-HRTimelineGroup
Central Pacific Bank - Trust Division83,210$2.54M0.33%013F-HRTimeline
Falcon Wealth Planning82,550$2.52M0.28%+28,36813F-HRTimeline
Koshinski Asset Management, Inc.81,271$2.48M0.22%new13F-HRTimeline
AMERIFLEX GROUP, INC.79,908$2.48M1.13%13F-HRTimeline
Financial Guidance Group, Inc.80,220$2.44M1.34%+8,60513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC79,704$2.43M<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC79,689$2.43M0.61%13F-HRTimeline
Maridea Wealth Management LLC79,193$2.41M0.78%13F-HRTimeline
Symphony Financial Services, Inc.72,250$2.2M1.77%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC71,447$2.18M1.36%-167,65313F-HRTimeline
PINNACLE ASSOCIATES LTD71,310$2.17M0.03%+40,97513F-HRTimeline
PRIVATE TRUST CO NA69,965$2.13M0.22%+4,89313F-HRTimeline
Financial Advocates Investment Manageme…69,801$2.13M0.12%+24,90013F-HRTimeline
WT Wealth Management69,721$2.12M0.67%new13F-HRTimeline
Simplicity Wealth,LLC69,442$2.12M0.44%-11,14113F-HRTimeline
Atlas Private Wealth Advisors64,964$1.98M0.28%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,653$1.88M0.01%-3,52013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…58,963$1.8M0.29%+33,08013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…58,910$1.79M0.17%+20,31013F-HRTimeline
Pitti Group Wealth Management, LLC58,273$1.78M1.8%-356,46613F-HRTimeline