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Disclosery

BUFT FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

64 managers (66 13F filers) reported a position in BUFT shares at 2024-12-31, 4,673,019 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
64
13F filers
66
New
4
Added
23
Reduced
21
Sold out
2
Shares held by filers
4,673,019

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
Glen Eagle Advisors, LLC995,663$22.3M3.71%+51,79413F-HRTimeline
Centennial Wealth Advisory LLC628,362$14.1M5.53%-8,86313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding423,088$9.49M+11,699Timeline
LPL Financial LLC357,950$8.03M<0.01%+103,91913F-HRTimeline
CWM, LLCin group CWM, LLC301,917$6.77M0.03%-47713F-HRTimelineGroup
Cetera Investment Advisers184,774$4.15M0.01%+92813F-HRTimeline
SYNOVUS FINANCIAL CORP169,848$3.81M0.05%+6,40313F-HRTimeline
Lunt Capital Management, Inc.121,093$2.72M1.06%+13,59113F-HRTimeline
Geneos Wealth Management Inc.118,166$2.65M0.09%+5,79813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC102,174$2.29M0.01%+8,49613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC94,282$2.12M<0.01%-2,04313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,230$1.91M<0.01%+15,41013F-HR/ATimelineGroup
Marshall Financial Group, LLC76,711$1.72M0.42%-4,28913F-HRTimeline
TOWNSQUARE CAPITAL LLC58,318$1.31M0.01%-6113F-HRTimeline
Aptus Capital Advisors, LLC51,955$1.17M0.01%-2,62513F-HRTimeline
Sanctuary Advisors, LLC48,789$1.11M0.01%+2,22713F-HRTimeline
Legacy Investment Solutions, LLC47,568$1.08M0.71%+23,64313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…47,568$1.08M0.71%+23,64313F-HRTimelineGroup
Integrated Wealth Concepts LLC46,854$1.05M0.01%-3,32113F-HRTimeline
Financial Guidance Group, Inc.44,925$1.01M0.55%-2,62513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED44,472$999K0.09%+6,19513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,492$953K<0.01%+1,88513F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,065$876K<0.01%-1,78113F-HRTimeline
Valtinson Bruner Financial Planning LLC36,419$817K0.29%-32713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,025$786K<0.01%+23813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV34,811$781K0.28%-11313F-HRTimeline
Avior Wealth Management, LLC31,614$709K0.03%+11,80013F-HRTimeline
Atria Investments, Inc29,212$655K0.01%+3,93813F-HRTimeline
Gateway Wealth Partners, LLC28,332$636K0.16%-1,80713F-HRTimeline
GPS Wealth Strategies Group, LLC25,892$581K0.07%+1,06013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,342$524K0.02%+13,09913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.19,973$448K0.03%+2,64113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,627$418K<0.01%+4,90813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,575$417K+8,417Timeline
Financial Network Wealth Advisors LLC18,400$413K0.77%-39,97913F-HRTimeline
Jaffetilchin Investment Partners, LLC16,548$371K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,862$356K<0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,391$345K0.17%013F-HRTimeline
Bison Wealth, LLC14,552$326K0.04%13F-HRTimeline
Arax Advisory Partners14,452$324K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC13,307$299K0.01%-1,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,896$289K<0.01%+6213F-HRTimelineGroup
BARRETT & COMPANY, INC.12,098$271K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.11,690$262K<0.01%-39613F-HRTimeline
Janney Montgomery Scott LLC10,797$242K<0.01%-2113F-HRTimeline
NewEdge Advisors, LLC10,550$237K<0.01%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,092$226K0.04%-58513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,034$225K<0.01%-3813F-HRTimelineGroup
NOVEM GROUP9,680$217K0.03%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,550$214K0.02%new13F-HRTimeline
IFP Advisors, Inc8,582$193K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,030$158K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,260$140K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,766$62K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,555$57.3K0.02%-1,80013F-HRTimeline
Trust Co1,584$35.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,503$33.7K0.03%13F-HRTimeline
PRIVATE TRUST CO NA1,500$33.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,123$25.2K<0.01%-3913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC399$9K<0.01%013F-HRTimelineGroup
Caitlin John, LLC302$6.78K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$6.73K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.130$2.92K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.