FIRST TR EXCHNG TRADED FD VI (BUFD)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
210
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+24
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $335.3M | 11,280,816 | 0.08% | 16q | +4.8%+$15.2M |
| GW HENSSLER & ASSOCIATES LTD | $119.9M | 4,032,792 | 5.33% | 17q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $90.2M | 3,033,853 | 0.02% | 21q | HELD |
| OSAIC HOLDINGS, INC. | $68.6M | 2,308,698 | 0.08% | 22q | HELD |
| Cetera Investment Advisers | $68.4M | 2,303,098 | 0.06% | 20q | +8.3%+$5.3M |
| Centennial Wealth Advisory LLC | $53.4M | 1,796,034 | 11.52% | 12q | -1.6%-$882.9K |
| Legacy Financial Group LLC | $51.7M | 1,739,605 | 5.82% | 10q | -13.3%-$8.0M |
| RAYMOND JAMES FINANCIAL INC | $41.3M | 1,389,492 | 0.01% | 7q | +2.1%+$844.0K |
| Prime Capital Investment Advisors, LLC | $37.2M | 1,253,318 | 0.36% | 3q | +14.2%+$4.6M |
| WELLS FARGO & COMPANY/MN | $36.1M | 1,213,346 | 0.01% | 3q | -28.8%-$14.6M |
| Capital Asset Advisory Services LLC | $30.0M | 1,010,755 | 1.09% | 15q | +12.1%+$3.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $27.7M | 931,763 | 0.44% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $27.1M | 911,428 | 0.36% | 20q | +6.3%+$1.6M |
| Brookstone Capital Management | $26.3M | 886,574 | 0.26% | 20q | +15.9%+$3.6M |
| Kestra Advisory Services, LLC | $26.1M | 877,996 | 0.08% | 21q | +1.3%+$339.3K |
| TRUIST FINANCIAL CORP | $25.3M | 852,662 | 0.03% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $23.8M | 801,494 | 0.05% | 18q | +15.4%+$3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 764,521 | 0.03% | 22q | +4.3%+$932.8K |
| Integrated Wealth Concepts LLC | $21.8M | 733,743 | 0.11% | 12q | +219.8%+$15.0M |
| FISCHER INVESTMENT STRATEGIES, LLC | $21.0M | 708,015 | 10.04% | 5q | +15.8%+$2.9M |
| RFG Advisory, LLC | $17.1M | 574,494 | 0.27% | 6q | +119.0%+$9.3M |
| ROYAL BANK OF CANADA | $16.4M | 552,359 | 0.00% | 16q | -6.5%-$1.1M |
| Waverly Advisors, LLC | $14.8M | 499,610 | 0.09% | 3q | HELD |
| NewEdge Advisors, LLC | $12.3M | 412,978 | 0.04% | 19q | +34.0%+$3.1M |
| Stratos Wealth Partners, LTD. | $12.0M | 403,291 | 0.12% | 12q | -1.4%-$167.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.0M | 402,580 | 0.13% | 14q | -1.5%-$185.8K |
| MILESTONE ASSET MANAGEMENT, LLC | $11.8M | 395,577 | 1.85% | 9q | -10.6%-$1.4M |
| Santori & Peters, Inc. | $10.9M | 367,507 | 3.08% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.5M | 354,400 | 0.01% | 2q | +11.6%+$1.1M |
| CreativeOne Wealth, LLC | $10.0M | 337,936 | 0.22% | 17q | +11.4%+$1.0M |
| Simplicity Wealth,LLC | $9.5M | 319,453 | 0.32% | 6q | HELD |
| IMG Wealth Management, Inc. | $9.3M | 311,544 | 5.16% | 7q | +2.8%+$250.2K |
| Mariner, LLC | $9.1M | 304,936 | 0.01% | 12q | -27.8%-$3.5M |
| Private Advisor Group, LLC | $8.9M | 299,887 | 0.04% | 12q | +65.5%+$3.5M |
| Pinnacle Financial Partners, Inc. | $8.6M | 289,001 | 0.06% | 3q | +4.3%+$353.8K |
| Legacy Wealth Managment, LLC/ID | $7.7M | 260,471 | 3.19% | 8q | +2.3%+$175.0K |
| Jacobi Capital Management LLC | $7.6M | 255,285 | 0.37% | 11q | +12.4%+$835.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $5.9M | 198,909 | 0.98% | 8q | +48.7%+$1.9M |
| Advisory Services Network, LLC | $5.9M | 197,488 | 0.07% | 12q | +5.9%+$325.4K |
| Equitable Holdings, Inc. | $5.1M | 172,520 | 0.03% | 10q | +17.0%+$746.3K |
| Sigma Planning Corp | $4.7M | 159,261 | 0.12% | 21q | +0.9%+$40.9K |
| Prospera Financial Services Inc | $4.4M | 149,280 | 0.06% | 5q | +34.6%+$1.1M |
| Atria Investments, Inc | $4.4M | 146,790 | 0.04% | 5q | HELD |
| HighPoint Advisor Group LLC | $4.3M | 144,705 | 0.15% | 3q | -9.5%-$451.0K |
| Symphony Financial Services, Inc. | $4.1M | 136,837 | 1.83% | 7q | +410.0%+$3.3M |
| Wealth Watch Advisors, INC | $4.1M | 136,740 | 1.32% | 7q | +6.5%+$246.5K |
| Creative Planning | $3.7M | 123,372 | 0.00% | 4q | -1.9%-$69.7K |
| IAMS WEALTH MANAGEMENT, LLC | $3.4M | 112,730 | 1.01% | 15q | -1.1%-$37.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 110,056 | 0.01% | 7q | +215.6%+$2.2M |
| Apollon Financial, LLC | $3.0M | 101,898 | 0.36% | 8q | -4.3%-$136.8K |
| Perennial Investment Advisors, LLC | $2.9M | 98,547 | 0.19% | 5q | -10.8%-$356.1K |
| Sun Financial Inc | $2.9M | 95,987 | 1.37% | 3q | +2.4%+$67.8K |
| Compass Financial Services Inc | $2.9M | 96,376 | 1.07% | 4q | +15.1%+$376.5K |
| Gladstone Institutional Advisory LLC | $2.7M | 92,320 | 0.09% | 10q | -0.6%-$16.7K |
| Maridea Wealth Management LLC | $2.7M | 91,344 | 0.29% | 7q | +21.5%+$479.7K |
| IFP Advisors, Inc | $2.7M | 91,238 | 0.05% | 22q | +114.4%+$1.4M |
| Kingsview Wealth Management, LLC | $2.5M | 84,171 | 0.03% | 19q | +1.5%+$36.0K |
| Benson Wealth Management INC | $2.5M | 82,790 | 2.48% | 3q | +374.3%+$1.9M |
| Five Pine Wealth Management | $2.4M | 81,452 | 1.37% | 7q | +32.8%+$597.4K |
| Triad Wealth Partners, LLC | $2.4M | 80,248 | 0.14% | 6q | -50.8%-$2.5M |
| Western Wealth Management, LLC | $2.3M | 78,640 | 0.08% | 4q | +29.8%+$537.1K |
| Richard W. Paul & Associates, LLC | $2.3M | 76,899 | 0.70% | 3q | +1.0%+$22.5K |
| PRINCIPAL SECURITIES, INC. | $2.3M | 76,241 | 0.03% | 11q | +2.1%+$46.4K |
| Integrity Financial Corp /WA | $2.2M | 75,059 | 1.07% | 19q | -11.3%-$283.1K |
| Maia Wealth LLC | $2.2M | 74,729 | 0.33% | 10q | -3.4%-$78.1K |
| Richmond Investment Services, LLC | $2.2M | 73,967 | 0.70% | 6q | -44.2%-$1.7M |
| Atlas Private Wealth Advisors | $2.1M | 70,452 | 0.46% | 7q | -7.7%-$174.9K |
| AE Wealth Management LLC | $2.1M | 69,025 | 0.01% | 20q | -2.6%-$55.7K |
| Ascension Capital Advisors, Inc. | $2.0M | 68,671 | 0.57% | 3q | +2.1%+$42.3K |
| Tradition Wealth Management, LLC | $2.0M | 67,290 | 0.12% | 10q | -0.7%-$13.6K |
| Family Capital Management, Inc. | $1.9M | 64,936 | 0.75% | 15q | -31.7%-$893.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.7M | 56,744 | 0.08% | 5q | +19.1%+$269.9K |
| Arkadios Wealth Advisors | $1.7M | 55,936 | 0.03% | 18q | -2.4%-$41.2K |
| Merit Financial Group, LLC | $1.7M | 55,640 | 0.01% | 6q | +76.0%+$714.3K |
| Claro Advisors Inc. | $1.6M | 54,271 | 0.17% | 19q | -4.5%-$76.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 53,596 | 0.08% | 2q | +320.0%+$1.2M |
| Sanctuary Advisors, LLC | $1.5M | 51,876 | 0.01% | 6q | +13.3%+$180.5K |
| Walkner Condon Financial Advisors LLC | $1.5M | 50,765 | 0.17% | 18q | -8.5%-$140.8K |
| OLD MISSION CAPITAL LLC | $1.5M | 50,663 | 0.02% | 3q | +140.2%+$878.9K |
| Financial Strategies Group, Inc. | $1.5M | 49,347 | 0.23% | 17q | +3.9%+$55.6K |
| FSA Advisors, Inc. | $1.4M | 48,044 | 0.33% | 11q | +97.5%+$704.8K |
| Echo Wealth Management, LLC | $1.4M | 47,643 | 0.72% | 16q | HELD |
| VIMA LLC | $1.3M | 43,032 | 1.25% | 3q | +38.0%+$352.2K |
| Nicholas Wealth, LLC. | $1.3M | 42,353 | 0.69% | 2q | +204.4%+$845.2K |
| Steward Partners Investment Advisory, LLC | $1.3M | 42,280 | 0.01% | 11q | +4.0%+$48.0K |
| IFG Advisory, LLC | $1.2M | 42,031 | 0.04% | new | NEW |
| Arax Advisory Partners | $1.2M | 39,736 | 0.01% | 3q | -0.6%-$7.5K |
| JPMORGAN CHASE & CO | $1.2M | 39,413 | 0.00% | 3q | +2498.1%+$1.1M |
| Ameritas Advisory Services, LLC | $1.2M | 39,190 | 0.02% | 10q | +168.7%+$731.2K |
| Inspire Advisors, LLC | $1.2M | 39,006 | 0.08% | 3q | +40.8%+$336.2K |
| Capasso Planning Partners LLC | $1.1M | 36,710 | 0.54% | 4q | HELD |
| LifeWealth Investments, LLC | $1.1M | 36,502 | 0.29% | 7q | -5.4%-$62.1K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $1.1M | 35,893 | 0.24% | 11q | +7.3%+$72.7K |
| INTEGRITY ALLIANCE, LLC. | $1.0M | 33,709 | 0.03% | 3q | +4.1%+$39.0K |
| Pallas Capital Advisors LLC | $982.2K | 33,047 | 0.03% | 12q | -0.6%-$5.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $977.3K | 32,884 | 0.42% | new | NEW |
| American Institute for Advanced Investment Management, LLP | $926.0K | 31,159 | 0.54% | 9q | -4.2%-$40.1K |
| BIP Wealth, LLC | $923.8K | 31,084 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $915.5K | 30,805 | 0.00% | 3q | -1.1%-$9.9K |
| MGO ONE SEVEN LLC | $902.3K | 30,359 | 0.01% | 5q | -1.1%-$10.1K |
Showing the largest 100 of 216 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 210 | $1.5B | 51,338,123 | 30 | 80 | 56 | 0.0% |
| Q1 2026 | 186 | $1.3B | 48,383,560 | 20 | 80 | 53 | 0.0% |
| Q4 2025 | 190 | $1.3B | 45,277,829 | 31 | 72 | 42 | 0.0% |
| Q3 2025 | 165 | $1.2B | 43,347,669 | 20 | 67 | 46 | 0.0% |
| Q2 2025 | 159 | $1.1B | 39,946,108 | 10 | 61 | 58 | 0.0% |
| Q1 2025 | 154 | $960.6M | 38,501,089 | 17 | 63 | 47 | 0.0% |
| Q4 2024 | 155 | $862.1M | 33,848,438 | 17 | 70 | 34 | 0.0% |
| Q3 2024 | 139 | $766.4M | 30,611,982 | 22 | 56 | 35 | 0.0% |
| Q2 2024 | 122 | $671.8M | 27,597,003 | 16 | 45 | 40 | 0.0% |
| Q1 2024 | 111 | $588.6M | 24,954,235 | 18 | 42 | 30 | 0.0% |
| Q4 2023 | 104 | $638.7M | 28,099,673 | 16 | 32 | 31 | 0.0% |
| Q3 2023 | 84 | $452.2M | 21,273,577 | 16 | 28 | 25 | 0.0% |
| Q2 2023 | 78 | $384.4M | 17,754,446 | 11 | 28 | 27 | 0.4% |
| Q1 2023 | 74 | $328.8M | 16,096,382 | 10 | 24 | 22 | 0.0% |
| Q4 2022 | 70 | $341.9M | 17,375,697 | 9 | 29 | 19 | 0.0% |
| Q3 2022 | 85 | $375.5M | 19,617,298 | 16 | 35 | 23 | 0.0% |
| Q2 2022 | 76 | $293.1M | 14,976,718 | 18 | 34 | 18 | 0.0% |
| Q1 2022 | 63 | $227.5M | 10,730,759 | 23 | 32 | 4 | 0.0% |
| Q4 2021 | 45 | $166.5M | 7,178,749 | 20 | 13 | 7 | 0.0% |
| Q3 2021 | 26 | $48.5M | 2,332,443 | 9 | 12 | 2 | 0.0% |
| Q2 2021 | 23 | $31.3M | 1,505,511 | 19 | 2 | 0 | 0.0% |
| Q1 2021 | 4 | $3.7M | 179,654 | 4 | 0 | 0 | 0.0% |