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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

138 managers (142 13F filers) reported a position in BUFZ shares at 2026-06-30, 30,215,821 shares in all. 27 filers opened a position and 10 filers sold out during the quarter.

Managers
138
13F filers
142
New
27
Added
60
Reduced
31
Sold out
10
Shares held by filers
30,215,821

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC4,630,172$129M0.03%+260,48613F-HRTimeline
Forge Financial Services LLC4,256,825$119M10.24%+109,85313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,878,407$108M0.03%+931,39113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,774,398$49.6M+140,015Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,553,382$43.4M0.05%-322,12413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,361,973$38M0.01%-1,78913F-HRTimelineGroup
Cetera Investment Advisers1,111,417$31M0.03%+102,49413F-HRTimeline
Jacobi Capital Management LLC943,844$26.4M1.29%+62,20513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC905,535$25.3M0.03%+17,59113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP856,887$23.9M0.03%+98,95313F-HRTimelineGroup
Rise Advisors, LLC706,069$19.7M5.55%+6,95113F-HRTimeline
Geneos Wealth Management Inc.485,389$13.6M0.28%+18,97313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC431,458$12.1M0.26%+22,50613F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC425,045$11.9M1.48%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding253,758$7.09M+169,664Timeline
Kingsview Wealth Management, LLC238,562$6.66M0.08%+58,21913F-HRTimeline
Cambridge Investment Research Advisors,…225,909$6.31M0.01%+4,86113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.212,660$5.94M0.08%+11,21513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…207,503$5.83M0.01%+100,83013F-HRTimeline
Integrated Wealth Concepts LLC197,288$5.51M0.03%+112,21213F-HRTimeline
BOS Asset Management, LLC189,273$5.29M1.23%new13F-HRTimeline
Richmond Investment Services, LLC170,429$4.76M1.51%-134,53713F-HRTimeline
AdvisorNet Financial, Inc165,122$4.61M0.21%+53,09513F-HRTimeline
MML INVESTORS SERVICES, LLC160,860$4.49M0.01%+45,47013F-HRTimeline
Goldenstone Wealth Management LLC151,750$4.24M2.77%-3,80413F-HRTimeline
Summit Financial, LLC131,644$3.68M0.04%new13F-HRTimeline
Private Advisor Group, LLC118,096$3.3M0.02%+7,53813F-HRTimeline
Prospera Financial Services Inc100,507$2.81M0.04%+26,73213F-HRTimeline
Global Retirement Partners, LLC98,870$2.76M0.04%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.92,585$2.59M0.1%+14,46613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management91,644$2.56M0.03%+11,03213F-HRTimelineGroup
Comprehensive Financial Consultants Ins…91,357$2.55M0.68%+10,66313F-HRTimeline
Visionary Wealth Advisors90,584$2.53M0.1%-4,95113F-HRTimeline
WOLFF WIESE MAGANA LLC83,946$2.34M1.08%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS78,573$2.19M0.22%new13F-HRTimeline
Atlas Private Wealth Advisors74,601$2.08M0.46%-1,19513F-HRTimeline
Mayfair Advisory Group, LLC73,642$2.06M0.62%-2,69513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC71,750$2M<0.01%-1,44113F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…69,777$1.95M0.06%-2,31513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …65,704$1.84M0.01%-83913F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…63,174$1.76M0.55%-8,08513F-HRTimelineGroup
Western Wealth Management, LLC58,273$1.63M0.05%+25,93713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding53,275$1.49M+14,163Timeline
Paragon Private Wealth Management, LLC53,247$1.49M0.39%+7,22813F-HRTimeline
Pinnacle Wealth Management Group, Inc.52,807$1.47M0.69%new13F-HRTimeline
Ergawealth Advisors, Inc.52,346$1.46M0.57%-7,47113F-HRTimeline
Harvest Investment Services, LLC51,085$1.43M0.22%+1,75813F-HRTimeline
Atria Investments, Inc48,875$1.37M0.01%-6,95713F-HRTimeline
Legacy Capital Wealth Partners, LLC48,282$1.35M0.26%+1,47613F-HRTimeline
Steward Partners Investment Advisory, L…48,058$1.34M0.01%+7,06413F-HRTimeline
NewEdge Advisors, LLC47,172$1.32M<0.01%+6,86813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.46,148$1.29M0.36%+11,23513F-HRTimeline
Hopwood Nicholas Hunter46,122$1.29M0.35%013F-HRTimeline
Janney Montgomery Scott LLC45,227$1.26M<0.01%+88413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,632$1.13M0.02%+28,18913F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC40,365$1.13M0.21%+9,43613F-HRTimeline
WORLD EQUITY GROUP, INC.39,757$1.11M0.25%-1,12513F-HRTimeline
PRIVATE TRUST CO NA39,145$1.09M0.09%-1,32213F-HRTimeline
OLD MISSION CAPITAL LLC37,079$1.04M0.03%new13F-HRTimeline
Nvest Financial, LLC36,298$1.01M0.32%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,363$988K0.02%+1,44213F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC34,670$968K0.59%+25,79313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,405$961K0.05%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC33,611$939K0.4%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33,361$932K0.38%+1,14813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,340$931K<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC32,029$895K0.14%new13F-HRTimeline
IFP Advisors, Inc31,396$877K0.02%+9,26113F-HRTimeline
Glen Eagle Advisors, LLC30,694$857K0.11%-4,98913F-HRTimeline
World Investment Advisors30,136$842K0.01%new13F-HRTimeline
Sigma Planning Corp29,019$811K0.02%+20,65113F-HRTimeline
Simplicity Wealth,LLC28,842$806K0.03%+50213F-HRTimeline
Arax Advisory Partners28,070$784K0.01%+25,96913F-HRTimeline
McKinney Capital Management, LLC27,373$765K0.3%+21313F-HRTimeline
HighTower Advisors, LLC26,924$752K<0.01%013F-HRTimeline
GoalVest Advisory LLC26,026$727K0.13%+3,74413F-HRTimeline
Gateway Wealth Partners, LLC25,895$723K0.04%-24,60113F-HRTimeline
Prime Capital Investment Advisors, LLC25,510$712K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,750$691K<0.01%+95013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC22,698$634K0.16%+1,25813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,657$633K0.03%+49213F-HRTimeline
Trilogy Capital Inc.20,166$563K0.02%new13F-HRTimeline
CoreCap Advisors, LLC19,574$547K0.02%+9,51413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,872$527K0.01%+3,00613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,636$491K<0.01%-42,68913F-HRTimelineGroup
Arlington Capital Management, Inc.17,276$483K0.3%+7,04813F-HRTimeline
Koshinski Asset Management, Inc.17,043$476K0.03%-16413F-HRTimeline
Sanctuary Advisors, LLC16,839$470K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,812$470K<0.01%-1,05013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,705$467K0.01%013F-HRTimelineGroup
Maridea Wealth Management LLC15,484$432K0.05%+2,13413F-HRTimeline
J.W. COLE ADVISORS, INC.14,700$411K0.01%new13F-HRTimeline
MCDONALD PARTNERS LLC14,000$391K0.09%013F-HRTimeline
Advisory Services Network, LLC13,946$390K<0.01%+1,03013F-HRTimeline
DAVENPORT & Co LLC12,975$362K<0.01%-39013F-HRTimeline
Arkadios Wealth Advisors12,900$360K0.01%+2,97513F-HRTimeline
HBK Sorce Advisory LLC12,603$357K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,695$355K0.02%+3,21413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,487$349K<0.01%-91613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.12,375$346K0.1%-1,08013F-HRTimeline
Valtinson Bruner Financial Planning LLC11,805$330K0.08%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,770$328K<0.01%013F-HRTimelineGroup
Cambridge Advisors Inc.11,545$322K0.06%013F-HRTimeline
HBW ADVISORY SERVICES LLC11,282$315K0.03%-1,82913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,750$300K0.01%new13F-HRTimeline
MBE Wealth Management, LLC10,593$296K0.1%new13F-HRTimeline
Bison Wealth, LLC10,442$292K0.03%013F-HRTimeline
WCG Wealth Advisors LLC10,200$285K0.01%-3,00013F-HRTimeline
Wealth Watch Advisors, INC10,106$282K0.09%-2,43613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$279K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,931$277K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,927$277K<0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC9,501$265K0.08%new13F-HRTimeline
Commonwealth Financial Services, LLC9,445$264K0.04%new13F-HRTimeline
AlphaStar Capital Management, LLC9,073$253K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,998$251K<0.01%-21613F-HRTimelineGroup
Godfrey Financial Associates, Inc.8,679$242K0.19%+1,22313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,659$242K<0.01%-6,93913F-HRTimelineGroup
Clear Creek Financial Management, LLC7,700$215K0.01%013F-HRTimeline
Strategic Blueprint, LLC7,207$201K0.01%new13F-HRTimeline
AE Wealth Management LLC6,785$190K<0.01%013F-HRTimeline
Benson Wealth Management INC6,576$184K0.18%013F-HRTimeline
LANARK FINANCIAL, INC.5,336$149K0.01%013F-HRTimeline
IMG Wealth Management, Inc.4,500$126K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,453$124K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,283$120K<0.01%+1,11313F-HRTimelineGroup
Signature Equity Partners, LLC3,514$98.1K0.05%-47113F-HRTimeline
AMERIFLEX GROUP, INC.3,250$90.8K0.04%+1,50013F-HRTimeline
IFG Advisory, LLC3,207$89.6K<0.01%+83713F-HRTimeline
Farther Finance Advisors, LLC3,200$89.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,104$86.7K<0.01%+2,76013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC2,988$83.5K0.05%+87113F-HRTimeline
Noble Wealth Management PBC1,500$41.9K0.02%new13F-HRTimeline
Rossby Financial, LCC1,126$31.4K0.01%013F-HRTimeline
VIMA LLC366$10.2K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC258$7.21K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG180$5.03K<0.01%-60313F-HRTimelineGroup
Coppell Advisory Solutions LLC1,277,163$370<0.01%new13F-HRTimeline