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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

99 managers (101 13F filers) reported a position in BUFZ shares at 2025-09-30, 21,846,898 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
99
13F filers
101
New
12
Added
50
Reduced
21
Sold out
10
Shares held by filers
21,846,898

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
LPL Financial LLC3,155,525$81.7M0.02%-199,52313F-HRTimeline
Forge Financial Services LLC2,559,550$66.4M31.1%+2,494,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,289,777$59.3M0.02%+69,58213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,613,426$41.2M0.06%+164,18213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,434,301$37.1M+418,614Timeline
Coppell Advisory Solutions LLC1,301,246$33.7M3.57%-16,17713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,231,553$31.9M0.01%+33,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC859,867$22.3M0.03%+10,20213F-HRTimeline
CWM, LLCin group CWM, LLC794,673$20.6M0.06%+107,72713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP545,689$14.1M0.02%+52,81913F-HRTimelineGroup
Geneos Wealth Management Inc.538,027$13.9M0.35%+7,34913F-HRTimeline
Jacobi Capital Management LLC517,320$13.4M0.82%+6,38413F-HRTimeline
Cetera Investment Advisers511,903$13.3M0.02%+50,68213F-HRTimeline
Rise Advisors, LLC349,810$9.06M3.25%+52,29513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC285,333$7.39M0.18%+250,67613F-HRTimelineGroup
Richmond Investment Services, LLC249,936$6.47M1.2%+4,08413F-HRTimeline
Bullseye Investment Management, LLC272,868$6.41M3.9%013F-HRTimeline
Cambridge Investment Research Advisors,…181,061$4.69M0.01%+50,93013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…173,880$4.51M0.01%+24,66413F-HRTimeline
Glen Eagle Advisors, LLC146,060$3.78M0.53%+6,08713F-HRTimeline
MML INVESTORS SERVICES, LLC142,705$3.7M0.01%+23,80913F-HRTimeline
HARBOUR INVESTMENTS, INC.129,622$3.36M0.08%+13,04113F-HRTimeline
Ergawealth Advisors, Inc.129,446$3.35M1.56%-14,46613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,508$3.02M<0.01%+111,79113F-HR/ATimelineGroup
Integrated Wealth Concepts LLC107,257$2.78M0.02%+12,12813F-HRTimeline
Kingsview Wealth Management, LLC95,984$2.49M0.04%+46,07913F-HRTimeline
Visionary Wealth Advisors89,010$2.31M0.11%+5,38813F-HRTimeline
Mayfair Advisory Group, LLC87,839$2.28M0.98%-68513F-HRTimeline
Atlas Private Wealth Advisors86,940$2.25M0.55%-92,92213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.86,878$2.25M0.1%+9,73413F-HRTimelineGroup
Private Advisor Group, LLC79,423$2.06M0.01%+4,28313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC74,942$1.94M<0.01%+59,47913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…71,878$1.86M0.07%-3,11513F-HRTimelineGroup
Sunbelt Securities, Inc.68,919$1.79M0.12%+9,60513F-HRTimeline
SYNOVUS FINANCIAL CORP63,393$1.64M0.02%+2,45313F-HRTimeline
Atria Investments, Inc62,896$1.63M0.02%-12013F-HRTimeline
Comprehensive Financial Consultants Ins…59,497$1.54M0.48%+11,98213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…59,352$1.54M0.56%+4,35213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.51,778$1.34M0.3%+2,44813F-HRTimeline
Global Retirement Partners, LLC48,544$1.26M0.03%+3,69813F-HRTimeline
Prospera Financial Services Inc47,166$1.22M0.02%+14,95213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,011$1.19M0.01%+3,67413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,528$1.15M<0.01%-17,05913F-HRTimelineGroup
WOLFF WIESE MAGANA LLC43,268$1.12M0.63%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,220$1.08M0.04%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC41,389$1.07M0.26%new13F-HRTimeline
Harvest Investment Services, LLC41,385$1.07M0.22%+1,51713F-HRTimeline
NewEdge Advisors, LLC40,500$1.05M<0.01%+4,00013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC39,864$1.03M0.03%+4,43613F-HRTimelineGroup
Paragon Private Wealth Management, LLC39,385$1.02M0.33%+1,91413F-HRTimeline
Janney Montgomery Scott LLC36,395$943K<0.01%+6013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.35,003$907K0.3%+25013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28,880$748K0.34%-1,43213F-HRTimelineGroup
OneDigital Investment Advisors LLC28,395$735K0.01%013F-HRTimeline
Nvest Financial, LLC26,648$690K0.4%-14,65013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,555$688K0.01%+1,81013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC23,879$618K0.13%+9,84613F-HRTimeline
Orion Porfolio Solutions, LLC23,206$601K<0.01%+13,30613F-HRTimeline
Simplicity Wealth,LLC19,319$500K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc18,962$491K0.03%new13F-HRTimeline
Foundations Investment Advisors, LLC18,572$481K0.01%013F-HRTimeline
SLT Holdings LLC18,572$481K0.31%013F-HRTimeline
GoalVest Advisory LLC18,536$480K0.1%+1,74613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC18,385$476K0.13%+8,42713F-HRTimeline
Maridea Wealth Management LLC17,763$462K0.07%-1,63313F-HRTimeline
Sanctuary Advisors, LLC16,839$436K<0.01%013F-HR/ATimeline
Brookwood Investment Group LLC16,475$427K0.06%+11913F-HRTimeline
Steward Partners Investment Advisory, L…16,080$416K<0.01%+8,97913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,316$397K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA14,935$387K0.03%-3,39513F-HRTimeline
DHJJ Financial Advisors, Ltd.14,718$381K0.13%-16013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,270$370K<0.01%+30013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,496$350K<0.01%+21713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC13,374$346K0.04%013F-HRTimeline
HBW ADVISORY SERVICES LLC13,291$344K0.04%013F-HRTimeline
DAVENPORT & Co LLC12,975$336K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC12,681$328K0.01%013F-HR/ATimeline
Sigma Planning Corp12,503$324K0.01%-4,39713F-HRTimeline
J.W. COLE ADVISORS, INC.11,700$303K0.01%013F-HRTimeline
MCDONALD PARTNERS LLC11,500$298K0.09%new13F-HRTimeline
Advisory Services Network, LLC10,940$283K<0.01%013F-HRTimeline
Western Wealth Management, LLC10,384$269K0.01%013F-HRTimeline
Arlington Capital Management, Inc.10,086$261K0.17%-50113F-HRTimeline
CoreCap Advisors, LLC10,067$261K0.01%+4,55113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$259K<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,636$250K<0.01%new13F-HRTimelineGroup
Wealth Watch Advisors, INC9,052$234K0.1%-8,17413F-HRTimeline
IFP Advisors, Inc8,946$232K0.01%013F-HR/ATimeline
Independent Wealth Network Inc.8,878$230K0.07%-6013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,815$228K<0.01%-1,01013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC8,531$221K0.07%-7513F-HRTimeline
LANARK FINANCIAL, INC.7,481$194K0.01%013F-HRTimeline
IMG Wealth Management, Inc.4,500$117K0.08%013F-HRTimeline
AMERIFLEX GROUP, INC.3,500$90.7K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,385$87.7K<0.01%+3,17013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,284$85K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC549$14.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC213$5.52K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC96$2.49K<0.01%new13F-HRTimeline