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Disclosery

BUFZ FIRST TR EXCHNG TRADED FD VI

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FT VEST LAD (fund)

120 managers (123 13F filers) reported a position in BUFZ shares at 2025-12-31, 25,433,527 shares in all. 20 filers opened a position and 5 filers sold out during the quarter.

Managers
120
13F filers
123
New
20
Added
58
Reduced
25
Sold out
5
Shares held by filers
25,433,527

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,993,430$106M0.03%+837,90513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,987,289$79.3M0.02%+697,51213F-HRTimelineGroup
Forge Financial Services LLC2,975,092$78.9M33.75%+415,54213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,750,091$46.4M0.07%+136,66513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,633,878$43.3M+199,577Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,235,242$32.8M0.01%+3,68913F-HRTimelineGroup
Coppell Advisory Solutions LLC1,203,876$32M3.15%-97,37013F-HRTimeline
CWM, LLCin group CWM, LLC873,047$23.2M0.06%+78,37413F-HRTimelineGroup
Cetera Investment Advisers827,695$22M0.02%+315,79213F-HRTimeline
Jacobi Capital Management LLC776,713$20.6M1.19%+259,39313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP712,423$18.9M0.03%+166,73413F-HRTimelineGroup
Rise Advisors, LLC656,390$17.4M6.21%+306,58013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC649,275$17.2M0.02%-210,59213F-HRTimeline
Geneos Wealth Management Inc.528,132$14M0.34%-9,89513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC331,009$8.78M0.21%+45,67613F-HRTimelineGroup
Richmond Investment Services, LLC279,588$7.42M1.28%+29,65213F-HRTimeline
Bullseye Investment Management, LLC261,422$6.94M3.61%-11,44613F-HRTimeline
Cambridge Investment Research Advisors,…207,597$5.51M0.01%+26,53613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…182,614$4.86M0.01%+8,73413F-HRTimeline
MML INVESTORS SERVICES, LLC157,832$4.19M0.01%+15,12713F-HRTimeline
Glen Eagle Advisors, LLC150,342$3.99M0.54%+4,28213F-HRTimeline
Goldenstone Wealth Management LLC142,999$3.79M2.84%13F-HRTimeline
HARBOUR INVESTMENTS, INC.128,246$3.4M0.07%-1,37613F-HRTimeline
Kingsview Wealth Management, LLC123,507$3.28M0.05%+27,52313F-HRTimeline
Private Advisor Group, LLC101,817$2.7M0.01%+22,39413F-HRTimeline
Visionary Wealth Advisors99,344$2.64M0.12%+10,33413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.93,427$2.48M0.11%+6,54913F-HRTimelineGroup
Mayfair Advisory Group, LLC85,607$2.27M0.88%-2,23213F-HRTimeline
Atlas Private Wealth Advisors83,924$2.23M0.52%-3,01613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management78,661$2.09M0.02%+32,65013F-HRTimelineGroup
Integrated Wealth Concepts LLC77,604$2.06M0.02%-29,65313F-HRTimeline
AdvisorNet Financial, Inc77,431$2.05M0.11%+58,46913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC74,942$1.99M<0.01%013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…72,213$1.92M0.06%+33513F-HRTimelineGroup
Comprehensive Financial Consultants Ins…69,722$1.85M0.56%+10,22513F-HRTimeline
Sunbelt Securities, Inc.68,184$1.81M0.12%-73513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…65,940$1.75M0.63%+6,58813F-HRTimelineGroup
Ergawealth Advisors, Inc.64,642$1.71M0.79%-64,80413F-HRTimeline
Atria Investments, Inc63,204$1.68M0.02%+30813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …62,885$1.67M0.01%13F-HR/ATimelineGroup
Prospera Financial Services Inc57,208$1.52M0.02%+10,04213F-HRTimeline
Global Retirement Partners, LLC51,566$1.37M0.02%+3,02213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …49,553$1.32M0.04%+8,33313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC47,971$1.27M0.7%+4,70313F-HRTimeline
Harvest Investment Services, LLC47,235$1.25M0.24%+5,85013F-HRTimeline
WORLD EQUITY GROUP, INC.41,120$1.09M0.3%-10,65813F-HRTimeline
NewEdge Advisors, LLC40,304$1.07M<0.01%-19613F-HRTimeline
PRIVATE TRUST CO NA37,503$995K0.09%+22,56813F-HRTimeline
Janney Montgomery Scott LLC36,744$975K<0.01%+34913F-HRTimeline
Paragon Private Wealth Management, LLC36,715$974K0.3%-2,67013F-HRTimeline
Nvest Financial, LLC36,298$963K0.4%+9,65013F-HRTimeline
Legacy Capital Wealth Partners, LLC34,871$925K0.2%+10,99213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.34,763$922K0.29%-24013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,921$900K0.02%-5,94313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…33,079$878K<0.01%+16,99913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,521$810K0.39%+1,64113F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding29,422$781K+2,867Timeline
Prime Capital Investment Advisors, LLC28,316$751K0.01%new13F-HRTimeline
HighTower Advisors, LLC26,924$714K<0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC25,500$677K0.19%+7,11513F-HRTimeline
Orion Porfolio Solutions, LLC23,964$636K<0.01%+75813F-HRTimeline
Simplicity Wealth,LLC23,723$629K0.04%+4,40413F-HRTimeline
GoalVest Advisory LLC22,282$591K0.11%+3,74613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,564$572K0.03%new13F-HRTimeline
Gateway Wealth Partners, LLC19,321$513K0.06%new13F-HRTimeline
Hopwood Nicholas Hunter19,112$507K0.16%13F-HRTimeline
Western Wealth Management, LLC19,060$506K0.02%+8,67613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,834$500K<0.01%-25,69413F-HRTimelineGroup
Foundations Investment Advisors, LLC18,572$493K0.01%013F-HRTimeline
SLT Holdings LLC18,572$493K0.33%013F-HRTimeline
Sanctuary Advisors, LLC16,839$447K<0.01%013F-HRTimeline
Brookwood Investment Group LLC16,475$437K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,116$428K0.01%+80013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,878$421K<0.01%+7,06313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,512$412K<0.01%+2,01613F-HRTimelineGroup
IFP Advisors, Inc15,345$407K0.01%+6,39913F-HRTimeline
Koshinski Asset Management, Inc.15,240$404K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.14,828$393K0.13%+11013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14,686$390K0.11%+6,15513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,520$385K<0.01%+25013F-HRTimelineGroup
Advisory Services Network, LLC13,426$356K0.01%+2,48613F-HRTimeline
DAVENPORT & Co LLC13,365$355K<0.01%+39013F-HRTimeline
Maridea Wealth Management LLC13,350$354K0.05%-4,41313F-HRTimeline
HBW ADVISORY SERVICES LLC13,291$353K0.04%013F-HRTimeline
WCG Wealth Advisors LLC13,200$350K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC12,603$337K0.01%-7813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,860$315K0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC11,805$313K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,700$310K0.01%013F-HRTimeline
Cambridge Advisors Inc.11,545$306K0.06%new13F-HRTimeline
MCDONALD PARTNERS LLC11,500$305K0.1%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,455$277K<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC10,478$274K0.03%new13F-HRTimeline
CoreCap Advisors, LLC10,078$267K0.01%+1113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,000$265K<0.01%013F-HR/ATimelineGroup
Arkadios Wealth Advisors9,925$263K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,871$262K0.01%new13F-HRTimelineGroup
Arlington Capital Management, Inc.9,660$256K0.16%-42613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mariner, LLCin group Mariner, LLC9,200$244K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.8,412$223K0.07%-46613F-HRTimeline
Clear Creek Financial Management, LLC7,700$204K0.02%new13F-HRTimeline
Sigma Planning Corp18,811$199K0.01%+6,30813F-HRTimeline
LANARK FINANCIAL, INC.7,481$198K0.01%013F-HRTimeline
Benson Wealth Management INC6,576$174K0.19%13F-HRTimeline
Wealth Watch Advisors, INC5,355$142K0.05%-3,69713F-HRTimeline
Godfrey Financial Associates, Inc.5,092$135K0.12%13F-HRTimeline
IMG Wealth Management, Inc.4,500$119K0.08%013F-HRTimeline
Signature Equity Partners, LLC4,310$114K0.06%13F-HRTimeline
MidFirst Bank3,698$98.1K0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,476$92K<0.01%+19213F-HRTimelineGroup
AE Wealth Management LLC3,233$85.8K<0.01%+2,68413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,170$84.1K<0.01%-21513F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC2,117$56.2K0.04%13F-HRTimeline
Arax Advisory Partners2,101$55.7K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,750$46.4K0.02%-1,75013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…372$9.87K<0.01%new13F-HR/ATimelineGroup
Sound Income Strategies, LLC348$9.28K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY344$9.13K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC96$2.55K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20$531<0.01%-116,48813F-HRTimelineGroup