Skip to content
Disclosery

BUFT FIRST TR EXCHNG TRADED FD VI

Follow

VEST BUFFERED (fund)

62 managers (62 13F filers) reported a position in BUFT shares at 2025-03-31, 5,075,632 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
62
13F filers
62
New
7
Added
18
Reduced
21
Sold out
9
Shares held by filers
5,075,632

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
Glen Eagle Advisors, LLC1,093,961$24.6M4.06%+98,29813F-HRTimeline
Centennial Wealth Advisory LLC636,410$14.3M5.19%+8,04813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding398,418$8.94M-24,670Timeline
Geneos Wealth Management Inc.380,102$8.53M0.12%+261,93613F-HRTimeline
LPL Financial LLC377,793$8.48M<0.01%+19,84313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC233,042$5.23M0.01%+138,76013F-HRTimeline
CWM, LLCin group CWM, LLC229,967$5.16M0.02%-71,95013F-HRTimelineGroup
Cetera Investment Advisers183,644$4.12M0.01%-1,13013F-HRTimeline
SYNOVUS FINANCIAL CORP166,417$3.74M0.05%-3,43113F-HRTimeline
Lunt Capital Management, Inc.126,397$2.84M1.03%+5,30413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC99,635$2.24M0.01%-2,53913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,641$1.77M<0.01%-6,58913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…72,742$1.63M0.04%new13F-HRTimelineGroup
Marshall Financial Group, LLC68,422$1.54M0.34%-8,28913F-HRTimeline
Sanctuary Advisors, LLC62,390$1.4M0.01%+13,60113F-HRTimeline
TOWNSQUARE CAPITAL LLC58,448$1.31M0.01%+13013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…56,973$1.28M0.93%+9,40513F-HRTimelineGroup
Aptus Capital Advisors, LLC50,180$1.13M0.01%-1,77513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED48,561$1.09M0.1%+4,08913F-HR/ATimeline
Financial Network Wealth Advisors LLC45,078$1.01M1.33%+26,67813F-HRTimeline
Financial Guidance Group, Inc.43,150$969K0.52%-1,77513F-HRTimeline
Private Advisor Group, LLC38,727$869K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC37,018$831K0.02%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC36,419$817K0.28%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV34,811$781K0.25%013F-HRTimeline
GPS Wealth Strategies Group, LLC34,073$765K0.1%+8,18113F-HRTimeline
Integrated Wealth Concepts LLC31,625$710K0.01%-15,22913F-HRTimeline
Avior Wealth Management, LLC31,614$710K0.03%013F-HRTimeline
Atria Investments, Inc29,868$670K0.01%+65613F-HRTimeline
Cambridge Investment Research Advisors,…28,005$629K<0.01%-11,06013F-HRTimeline
Gateway Wealth Partners, LLC24,892$559K0.13%-3,44013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,723$532K0.02%+38113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.20,052$450K0.03%+7913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,627$418K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,991$381K0.03%+44313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,341$367K<0.01%+3,44513F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,391$345K0.17%013F-HRTimeline
BARRETT & COMPANY, INC.12,098$272K0.12%013F-HRTimeline
Meridian Wealth Management, LLC11,507$258K0.01%-1,80013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,005$247K-7,570Timeline
Janney Montgomery Scott LLC10,766$242K<0.01%-3113F-HRTimeline
NewEdge Advisors, LLC10,462$235K<0.01%-8813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,055$226K<0.01%-24,97013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC9,651$217K0.04%-44113F-HRTimeline
NOVEM GROUP9,380$211K0.03%-30013F-HRTimeline
IFP Advisors, Inc8,582$193K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,030$158K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,260$141K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,017$90.2K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC2,766$62.1K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,688$60K<0.01%+2,28913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,555$57.4K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC2,000$44.9K<0.01%new13F-HRTimeline
Trust Co1,584$35.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,500$33.7K<0.01%013F-HRTimeline
Arax Advisory Partners1,208$27.1K<0.01%-13,24413F-HRTimeline
IMG Wealth Management, Inc.1,141$25.6K0.02%-36213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$6.73K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST269$6.04K<0.01%new13F-HRTimeline
AE Wealth Management LLC130$2.92K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.130$2.92K<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.