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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

72 managers (73 13F filers) reported a position in BUFZ shares at 2024-12-31, 11,317,701 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
72
13F filers
73
New
18
Added
30
Reduced
10
Sold out
4
Shares held by filers
11,317,701

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
LPL Financial LLC1,985,917$47.4M0.02%+859,36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,120,193$26.8M0.06%+224,47313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,053,043$25.2M0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding881,599$21.1M+227,193Timeline
Atlas Private Wealth Advisors621,772$14.9M2.11%+240,13013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC616,614$14.7M<0.01%+389,02113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC555,222$13.3M0.02%+10,51213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…507,517$12.1M2.37%+24,74413F-HRTimelineGroup
Atria Investments, Inc501,975$12M0.15%+25,42213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP366,873$8.76M0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC354,411$8.47M0.63%new13F-HRTimeline
CWM, LLCin group CWM, LLC326,963$7.81M0.03%+12,09013F-HRTimelineGroup
Cetera Investment Advisers316,907$7.57M0.02%+53,83513F-HRTimeline
Bullseye Investment Management, LLC261,628$6.26M4.14%new13F-HRTimeline
Geneos Wealth Management Inc.235,592$5.63M0.2%new13F-HRTimeline
Ergawealth Advisors, Inc.148,623$3.55M1.75%-30,82213F-HRTimeline
Mayfair Advisory Group, LLC90,098$2.15M1.27%-86413F-HRTimeline
Glen Eagle Advisors, LLC86,562$2.07M0.34%+16,87613F-HRTimeline
HARBOUR INVESTMENTS, INC.82,886$1.98M0.06%-15,41513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.71,061$1.7M0.09%+17,29113F-HR/ATimelineGroup
Integrated Wealth Concepts LLC69,771$1.67M0.02%+1,17813F-HRTimeline
IHT Wealth Management, LLC62,699$1.5M0.05%new13F-HRTimeline
Sunbelt Securities, Inc.59,314$1.42M0.13%+7,47613F-HRTimeline
WORLD EQUITY GROUP, INC.56,637$1.35M0.29%-46,03013F-HRTimeline
Kingsview Wealth Management, LLC50,710$1.21M0.02%+5,99113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management50,600$1.21M0.02%-2,75413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…49,880$1.19M0.04%+11,55113F-HRTimelineGroup
Nvest Financial, LLC47,545$1.14M0.58%new13F-HRTimeline
Cambridge Investment Research Advisors,…39,607$946K<0.01%+13,93413F-HRTimeline
NewEdge Advisors, LLC37,153$888K0.01%+11,71013F-HRTimeline
Visionary Wealth Advisors33,156$792K0.05%+3,98313F-HRTimeline
Arlington Capital Management, Inc.32,771$783K0.54%+3,56213F-HRTimeline
TOWNSQUARE CAPITAL LLC32,449$775K0.01%+8913F-HRTimeline
New Century Financial Group, LLC30,763$738K0.31%+11,31613F-HRTimeline
Harvest Investment Services, LLC29,847$713K0.17%+11,93713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.29,141$696K0.28%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,285$604K<0.01%+5,57413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,220$603K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC22,871$555K0.36%-19,51013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22,871$555K0.36%-19,51013F-HRTimelineGroup
Janney Montgomery Scott LLC21,000$502K<0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…17,028$407K0.15%new13F-HRTimeline
GoalVest Advisory LLC16,790$401K0.11%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC16,422$392K0.04%+7,80613F-HRTimeline
Global Retirement Partners, LLC16,161$386K0.01%+9,00113F-HRTimeline
SageOak Financial, LLC15,982$382K0.35%13F-HRTimeline
Steward Partners Investment Advisory, L…14,125$337K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,970$334K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA13,445$321K0.03%+11,94513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,313$318K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,602$301K0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC12,513$299K0.03%013F-HRTimeline
Bison Wealth, LLC12,211$292K0.04%13F-HRTimeline
J.W. COLE ADVISORS, INC.11,700$280K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,919$261K<0.01%+22513F-HRTimelineGroup
Atria Wealth Solutions, Inc.10,148$242K<0.01%+76313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,144$242K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10,086$241K0.09%+8,25113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$239K<0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC10,000$239K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,689$231K<0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC9,689$231K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,025$216K<0.01%new13F-HRTimeline
IFP Advisors, Inc8,691$208K0.01%013F-HRTimeline
CoreCap Advisors, LLC6,479$155K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,008$120K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.4,500$108K0.1%13F-HRTimeline
AMERIFLEX GROUP, INC.1,200$29.1K0.01%13F-HRTimeline
AE Wealth Management LLC555$13.3K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…553$13.2K<0.01%-6,99913F-HRTimeline
LANARK FINANCIAL, INC.7$1780.02%-6,41613F-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.