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Disclosery

BUFT FIRST TR EXCHNG TRADED FD VI

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VEST BUFFERED (fund)

59 managers (59 13F filers) reported a position in BUFT shares at 2025-09-30, 4,640,181 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
59
13F filers
59
New
5
Added
21
Reduced
18
Sold out
5
Shares held by filers
4,640,181

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,010,595$24.4M3.39%+6,72513F-HRTimeline
Centennial Wealth Advisory LLC657,563$15.9M4.42%+26,21013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC328,030$7.92M<0.01%-31,97713F-HRTimelineGroup
LPL Financial LLC321,341$7.76M<0.01%+108,71113F-HRTimeline
Geneos Wealth Management Inc.224,689$5.43M0.14%+1,22513F-HRTimeline
CWM, LLCin group CWM, LLC221,115$5.34M0.02%-5,78513F-HRTimelineGroup
Cetera Investment Advisers190,513$4.6M0.01%+11,22313F-HRTimeline
SYNOVUS FINANCIAL CORP156,538$3.78M0.04%-7,87413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124,541$3.01M0.01%+7,20813F-HRTimelineGroup
Lunt Capital Management, Inc.110,924$2.68M1.02%+1,06713F-HRTimeline
HARBOUR INVESTMENTS, INC.94,913$2.29M0.05%+88,65313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,622$2.27M<0.01%+8,77813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC92,163$2.23M<0.01%-9,37313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…82,886$2M0.91%+2,85613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…63,650$1.54M0.03%-10,30313F-HRTimelineGroup
Marshall Financial Group, LLC60,721$1.47M0.29%-1,26413F-HRTimeline
Arkadios Wealth Advisors59,554$1.44M0.04%+50,48513F-HRTimeline
Sanctuary Advisors, LLC58,933$1.42M0.01%-2,98913F-HR/ATimeline
Aptus Capital Advisors, LLC47,025$1.14M0.01%-1,07013F-HRTimeline
Financial Network Wealth Advisors LLC45,054$1.09M1.19%013F-HRTimeline
Financial Guidance Group, Inc.41,450$1M0.45%-12513F-HRTimeline
Valtinson Bruner Financial Planning LLC36,365$878K0.26%-5413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV34,347$830K0.23%-12113F-HR/ATimeline
GPS Wealth Strategies Group, LLC33,003$797K0.08%+28513F-HRTimeline
Gateway Wealth Partners, LLC31,685$765K0.1%+8,23313F-HRTimeline
Avior Wealth Management, LLC31,549$762K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,286$756K<0.01%+1,76113F-HRTimelineGroup
OLD MISSION CAPITAL LLC30,427$735K0.03%-2,95713F-HRTimeline
Atria Investments, Inc30,364$733K0.01%+34513F-HRTimeline
Integrated Wealth Concepts LLC30,292$732K0.01%-3,26613F-HRTimeline
Cambridge Investment Research Advisors,…28,165$680K<0.01%+29913F-HRTimeline
CENTAURUS FINANCIAL, INC.22,176$536K0.03%+1,91313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,049$508K0.03%+16,46213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,567$424K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,991$410K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,563$376K<0.01%-74313F-HRTimelineGroup
Quad-Cities Investment Group, LLC15,391$372K0.16%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,301$370K<0.01%-16,07713F-HRTimelineGroup
Private Advisor Group, LLC13,293$321K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.12,098$292K0.1%013F-HRTimeline
Meridian Wealth Management, LLC11,507$278K0.01%013F-HRTimeline
NewEdge Advisors, LLC10,300$249K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,162$245K<0.01%+5013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC9,651$233K0.03%013F-HRTimeline
Tradition Wealth Management, LLC8,976$217K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,677$210K0.22%013F-HR/ATimeline
IFP Advisors, Inc8,623$208K0.01%-6,65713F-HR/ATimeline
Advisory Services Network, LLC5,331$129K<0.01%-3,52813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,688$65K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,500$60.4K0.01%+1,00013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,370$57.2K0.02%-18513F-HRTimeline
Trust Co1,584$38.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,141$27.6K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,138$27.5K<0.01%+1013F-HRTimeline
N.E.W. Advisory Services LLC1,000$24.2K<0.01%013F-HRTimeline
Caitlin John, LLC302$7.29K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST269$6.5K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC180$4.34K<0.01%new13F-HRTimeline
Compass Financial Services Inc50$1.21K<0.01%new13F-HRTimeline