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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

88 managers (89 13F filers) reported a position in BUFZ shares at 2025-03-31, 15,614,780 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
88
13F filers
89
New
21
Added
44
Reduced
12
Sold out
5
Shares held by filers
15,614,780

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
LPL Financial LLC2,783,365$65.4M0.03%+797,44813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,629,623$38.3M0.01%+576,58013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,142,431$26.8M0.06%+22,23813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding926,137$21.8M+44,538Timeline
Coppell Advisory Solutions LLC884,686$20.7M2.9%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC794,871$18.7M0.01%+178,25713F-HRTimelineGroup
Geneos Wealth Management Inc.784,631$18.4M0.27%+549,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC777,229$18.3M0.03%+222,00713F-HRTimeline
CWM, LLCin group CWM, LLC549,192$12.9M0.05%+222,22913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…528,966$12.4M0.41%+21,44913F-HRTimelineGroup
Atria Investments, Inc523,644$12.3M0.16%+21,66913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP456,975$10.7M0.02%+90,10213F-HRTimelineGroup
Jacobi Capital Management LLC402,113$9.45M0.7%+47,70213F-HRTimeline
Bullseye Investment Management, LLC272,868$6.41M3.9%+11,24013F-HRTimeline
Cetera Investment Advisers260,360$6.12M0.01%-56,54713F-HRTimeline
Atlas Private Wealth Advisors198,160$4.66M0.65%-423,61213F-HRTimeline
Rise Advisors, LLC175,274$4.12M1.82%new13F-HRTimeline
Ergawealth Advisors, Inc.156,522$3.68M1.82%+7,89913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,551$3.44M0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC141,009$3.31M0.55%+54,44713F-HRTimeline
Richmond Investment Services, LLC120,135$2.82M1.53%new13F-HRTimeline
IHT Wealth Management, LLC96,739$2.27M0.07%+34,04013F-HRTimeline
Integrated Wealth Concepts LLC90,379$2.12M0.02%+20,60813F-HRTimeline
Mayfair Advisory Group, LLC89,292$2.1M1.21%-80613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.86,283$2.03M0.11%+15,22213F-HR/ATimelineGroup
Sigma Planning Corp71,404$1.68M0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.71,056$1.67M0.05%-11,83013F-HRTimeline
Private Advisor Group, LLC62,542$1.47M0.01%new13F-HRTimeline
Sunbelt Securities, Inc.62,204$1.46M0.13%+2,89013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…58,346$1.37M0.06%+8,46613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,141$1.27M<0.01%+28,85613F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.52,903$1.24M0.36%-3,73413F-HRTimeline
Cambridge Investment Research Advisors,…51,992$1.22M<0.01%+12,38513F-HRTimeline
Kingsview Wealth Management, LLC50,919$1.2M0.02%+20913F-HRTimeline
Nvest Financial, LLC47,545$1.12M0.6%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management45,926$1.08M0.02%-4,67413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,765$1.08M<0.01%+32,45213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP42,773$1.01M0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…40,570$953K0.34%+23,54213F-HRTimeline
OLD MISSION CAPITAL LLC39,911$938K0.02%new13F-HRTimeline
Harvest Investment Services, LLC39,620$931K0.26%+9,77313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…39,171$921K0.67%+16,30013F-HRTimelineGroup
Visionary Wealth Advisors39,145$920K0.06%+5,98913F-HRTimeline
Janney Montgomery Scott LLC38,678$909K<0.01%+17,67813F-HRTimeline
MML INVESTORS SERVICES, LLC38,190$897K<0.01%+29,16513F-HRTimeline
NewEdge Advisors, LLC36,500$858K0.01%-65313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,350$831K0.02%new13F-HRTimelineGroup
Paragon Private Wealth Management, LLC33,764$793K0.37%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.33,424$785K0.31%+4,28313F-HRTimeline
TOWNSQUARE CAPITAL LLC32,449$763K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,558$577K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,551$553K<0.01%-1,66913F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,164$474K<0.01%+6,03913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,833$466K0.02%+7,23113F-HRTimelineGroup
Foundations Investment Advisors, LLC18,572$436K0.01%new13F-HRTimeline
SLT Holdings LLC18,572$436K0.41%new13F-HRTimeline
Prospera Financial Services Inc18,430$433K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC16,839$396K<0.01%new13F-HRTimeline
GoalVest Advisory LLC16,790$395K0.11%013F-HRTimeline
Bison Wealth, LLC16,407$386K0.04%+4,19613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,230$381K0.07%13F-HRTimeline
PRIVATE TRUST CO NA15,780$371K0.04%+2,33513F-HRTimeline
DHJJ Financial Advisors, Ltd.15,238$358K0.14%+5,15213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,970$328K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC13,291$312K0.04%+77813F-HRTimeline
Brookwood Investment Group LLC13,240$311K0.05%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,779$300K<0.01%+1,86013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,700$275K0.01%013F-HRTimeline
Western Wealth Management, LLC10,384$244K0.02%new13F-HRTimeline
WCG Wealth Advisors LLC10,200$240K0.02%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,144$238K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$235K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,900$233K<0.01%+21113F-HRTimeline
Orion Portfolio Solutions, LLC9,900$233K<0.01%+21113F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,455$222K0.07%new13F-HRTimeline
CoreCap Advisors, LLC9,149$215K0.01%+2,67013F-HRTimeline
IFP Advisors, Inc8,946$210K0.01%+25513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,616$202K0.07%-7,80613F-HRTimeline
LANARK FINANCIAL, INC.7,481$175K0.01%+7,47413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,346$149K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.4,500$106K0.09%013F-HRTimeline
AE Wealth Management LLC4,419$104K<0.01%+3,86413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,284$77K<0.01%-1,72413F-HR/ATimelineGroup
Arax Advisory Partners2,101$49.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,200$28.2K0.01%013F-HRTimeline
Nova Wealth Management, Inc.910$21.4K0.02%new13F-HR/ATimeline
Capital Investment Advisory Services, L…178$4.18K<0.01%-37513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.