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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

100 managers (101 13F filers) reported a position in BUFZ shares at 2025-06-30, 18,159,696 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
100
13F filers
101
New
16
Added
37
Reduced
26
Sold out
5
Shares held by filers
18,159,696

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
LPL Financial LLC3,355,048$83.6M0.03%+571,68313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,220,195$55.3M0.02%+590,57213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,449,244$36.1M0.06%+306,81313F-HR/ATimelineGroup
Coppell Advisory Solutions LLC1,317,423$32.8M3.89%+432,73713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,198,073$29.9M0.01%+403,20213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,015,687$25.3M+89,550Timeline
COMMONWEALTH EQUITY SERVICES, LLC849,665$21.2M0.03%+72,43613F-HRTimeline
CWM, LLCin group CWM, LLC686,946$17.1M0.06%+137,75413F-HRTimelineGroup
Geneos Wealth Management Inc.530,678$13.2M0.32%-253,95313F-HRTimeline
Jacobi Capital Management LLC510,936$12.7M0.85%+108,82313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP492,870$12.3M0.02%+35,89513F-HRTimelineGroup
Cetera Investment Advisers461,221$11.5M0.02%+200,86113F-HRTimeline
Rise Advisors, LLC297,515$7.42M2.94%+122,24113F-HRTimeline
Bullseye Investment Management, LLC272,868$6.41M3.9%013F-HRTimeline
Richmond Investment Services, LLC245,852$6.13M1.29%+125,71713F-HRTimeline
Atlas Private Wealth Advisors179,862$4.48M0.58%-18,29813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…149,216$3.74M0.01%+2,66513F-HRTimeline
Ergawealth Advisors, Inc.143,912$3.59M1.61%-12,61013F-HRTimeline
Glen Eagle Advisors, LLC139,973$3.49M0.54%-1,03613F-HRTimeline
Cambridge Investment Research Advisors,…130,131$3.24M0.01%+78,13913F-HRTimeline
MML INVESTORS SERVICES, LLC118,896$2.96M0.01%+80,70613F-HRTimeline
HARBOUR INVESTMENTS, INC.116,581$2.91M0.07%+45,52513F-HRTimeline
Integrated Wealth Concepts LLC95,129$2.37M0.02%+4,75013F-HRTimeline
Mayfair Advisory Group, LLC88,524$2.25M1.06%-76813F-HRTimeline
IHT Wealth Management, LLC88,273$2.2M0.06%-8,46613F-HRTimeline
Visionary Wealth Advisors83,622$2.08M0.11%+44,47713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.77,144$1.92M0.09%-9,13913F-HRTimelineGroup
Private Advisor Group, LLC75,140$1.87M0.01%+12,59813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…74,993$1.87M0.07%-453,97313F-HRTimelineGroup
Forge Financial Services LLC64,914$1.62M1.22%new13F-HRTimeline
ZEGA Investments, LLC64,541$1.61M0.4%new13F-HRTimeline
Atria Investments, Inc63,016$1.57M0.02%-460,62813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,587$1.54M<0.01%+15,82213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP60,940$1.52M0.02%+18,16713F-HRTimeline
Sunbelt Securities, Inc.59,314$1.42M0.13%-2,89013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…55,000$1.37M0.58%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC49,905$1.24M0.02%-1,01413F-HRTimeline
WORLD EQUITY GROUP, INC.49,330$1.23M0.34%-3,57313F-HRTimeline
Comprehensive Financial Consultants Ins…47,515$1.18M0.39%+6,94513F-HRTimeline
OLD MISSION CAPITAL LLC44,902$1.12M0.03%+4,99113F-HRTimeline
Global Retirement Partners, LLC44,846$1.12M0.03%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,337$1.06M0.01%-3,58913F-HRTimelineGroup
Nvest Financial, LLC41,298$1.03M0.54%-6,24713F-HRTimeline
Harvest Investment Services, LLC39,868$994K0.22%+24813F-HRTimeline
Paragon Private Wealth Management, LLC37,471$934K0.37%+3,70713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,403$932K0.05%-20,94313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,074$924K<0.01%+13,52313F-HRTimelineGroup
NewEdge Advisors, LLC36,500$910K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC36,335$906K<0.01%-2,34313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC35,428$883K0.03%+15,59513F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.34,753$866K0.31%+1,32913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,657$864K0.02%-69313F-HRTimelineGroup
Prospera Financial Services Inc32,214$803K0.01%+13,78413F-HRTimeline
Legacy Investment Solutions, LLC30,312$756K0.4%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,312$756K0.4%-8,85913F-HRTimelineGroup
OneDigital Investment Advisors LLC28,395$708K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,745$617K0.01%+18713F-HRTimelineGroup
Maridea Wealth Management LLC19,396$484K0.13%new13F-HRTimeline
Foundations Investment Advisors, LLC18,572$463K0.01%013F-HRTimeline
SLT Holdings LLC18,572$463K0.35%013F-HRTimeline
PRIVATE TRUST CO NA18,330$457K0.04%+2,55013F-HRTimeline
Wealth Watch Advisors, INC17,226$429K0.25%new13F-HRTimeline
Sigma Planning Corp16,900$421K0.01%-54,50413F-HRTimeline
Sanctuary Advisors, LLC16,839$420K<0.01%013F-HRTimeline
GoalVest Advisory LLC16,790$419K0.1%013F-HRTimeline
Brookwood Investment Group LLC16,356$408K0.07%+3,11613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,463$385K<0.01%+5,31913F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC16,230$381K0.07%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14,878$371K0.13%-36013F-HRTimeline
Legacy Capital Wealth Partners, LLC14,033$350K0.08%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,970$348K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC13,374$333K0.04%new13F-HRTimeline
HBW ADVISORY SERVICES LLC13,291$331K0.04%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,279$331K<0.01%+50013F-HRTimelineGroup
DAVENPORT & Co LLC12,975$323K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC12,681$316K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,700$292K0.01%013F-HRTimeline
Advisory Services Network, LLC10,940$276K<0.01%new13F-HRTimeline
Arlington Capital Management, Inc.10,587$264K0.23%new13F-HRTimeline
Bison Wealth, LLC10,534$263K0.02%-5,87313F-HRTimeline
Western Wealth Management, LLC10,384$259K0.02%013F-HRTimeline
WCG Wealth Advisors LLC10,200$254K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$249K<0.01%013F-HR/ATimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC9,958$248K0.07%+50313F-HRTimeline
Orion Porfolio Solutions, LLC9,900$247K<0.01%013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,825$245K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc8,946$223K0.01%013F-HRTimeline
Independent Wealth Network Inc.8,938$223K0.08%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,606$215K0.07%-1013F-HRTimeline
LANARK FINANCIAL, INC.7,481$186K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…7,101$177K<0.01%-13,06313F-HRTimeline
CoreCap Advisors, LLC5,516$138K0.01%-3,63313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,717$118K<0.01%-1,62913F-HRTimelineGroup
IMG Wealth Management, Inc.4,500$112K0.09%013F-HRTimeline
DAGCO, INC.4,030$100K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,284$82K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners2,101$52.4K<0.01%013F-HRTimeline
AE Wealth Management LLC549$13.7K<0.01%-3,87013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN215$5.36K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.