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Disclosery

BUFT FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

62 managers (62 13F filers) reported a position in BUFT shares at 2025-06-30, 4,537,650 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
4
Added
10
Reduced
30
Sold out
7
Shares held by filers
4,537,650

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,003,870$23.7M3.64%-90,09113F-HRTimeline
Centennial Wealth Advisory LLC631,353$14.9M4.73%-5,05713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC360,007$8.48M<0.01%-38,41113F-HRTimelineGroup
CWM, LLCin group CWM, LLC226,900$5.35M0.02%-3,06713F-HRTimelineGroup
Geneos Wealth Management Inc.223,464$5.26M0.13%-156,63813F-HRTimeline
LPL Financial LLC212,630$5.01M<0.01%-165,16313F-HRTimeline
Cetera Investment Advisers179,290$4.22M0.01%-4,35413F-HRTimeline
SYNOVUS FINANCIAL CORP164,412$3.87M0.05%-2,00513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117,333$2.76M0.01%+17,69813F-HRTimelineGroup
Lunt Capital Management, Inc.109,857$2.59M0.99%-16,54013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,536$2.39M<0.01%-131,50613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,844$2.01M<0.01%+7,20313F-HR/ATimelineGroup
Legacy Investment Solutions, LLC80,030$1.89M1%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…80,030$1.89M1%+23,05713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…73,953$1.74M0.04%+1,21113F-HRTimelineGroup
Marshall Financial Group, LLC61,985$1.46M0.29%-6,43713F-HRTimeline
Sanctuary Advisors, LLC61,922$1.46M0.01%-46813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED48,694$1.15M0.1%+13313F-HRTimeline
Aptus Capital Advisors, LLC48,095$1.13M0.01%-2,08513F-HRTimeline
Financial Network Wealth Advisors LLC45,054$1.06M1.29%-2413F-HRTimeline
Financial Guidance Group, Inc.41,575$980K0.48%-1,57513F-HRTimeline
Valtinson Bruner Financial Planning LLC36,419$858K0.27%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV34,468$812K0.25%-34313F-HRTimeline
Integrated Wealth Concepts LLC33,558$791K0.01%+1,93313F-HRTimeline
OLD MISSION CAPITAL LLC33,384$787K0.02%-3,63413F-HRTimeline
GPS Wealth Strategies Group, LLC32,718$771K0.09%-1,35513F-HRTimeline
Avior Wealth Management, LLC31,549$743K0.03%-6513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,378$739K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc30,019$707K0.01%+15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,525$696K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,866$657K<0.01%-13913F-HRTimeline
Gateway Wealth Partners, LLC23,452$553K0.1%-1,44013F-HRTimeline
CENTAURUS FINANCIAL, INC.20,263$477K0.03%+21113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,567$415K<0.01%-1,06013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,991$400K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,306$384K<0.01%-3513F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,391$363K0.16%013F-HRTimeline
IFP Advisors, Inc15,280$360K0.01%+6,69813F-HRTimeline
BARRETT & COMPANY, INC.12,098$285K0.11%013F-HRTimeline
Meridian Wealth Management, LLC11,507$271K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,538$248K<0.01%+48313F-HRTimeline
NewEdge Advisors, LLC10,300$243K<0.01%-16213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,112$238K<0.01%-89313F-HRTimelineGroup
Janney Montgomery Scott LLC10,105$238K<0.01%-66113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC9,651$227K0.04%013F-HRTimeline
Arkadios Wealth Advisors9,069$214K0.01%new13F-HRTimeline
Advisory Services Network, LLC8,859$211K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,677$204K0.25%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,520$154K0.01%-51013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,260$147K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,587$108K0.01%-19,13613F-HRTimelineGroup
Wood Tarver Financial Group, LLC2,766$65K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,688$63K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,555$60.2K0.02%013F-HRTimeline
Trust Co1,584$37.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,500$35.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,141$26.9K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,128$26.6K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC1,000$23.6K<0.01%-1,00013F-HRTimeline
Arax Advisory Partners768$18.1K<0.01%-44013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST269$6.34K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.