FIRST TR EXCHNG TRADED FD VI (BUFG)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
84
Reporting holders
$237.4M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $31.8M | 1,084,987 | 0.04% | 19q | +3.4%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $31.2M | 1,063,649 | 0.01% | 19q | HELD |
| Centennial Wealth Advisory LLC | $22.5M | 765,916 | 4.85% | 12q | +14.1%+$2.8M |
| LPL Financial LLC | $19.8M | 675,892 | 0.00% | 13q | -6.9%-$1.5M |
| Cetera Investment Advisers | $12.8M | 437,729 | 0.01% | 12q | +6.6%+$798.1K |
| OSAIC HOLDINGS, INC. | $11.8M | 401,362 | 0.01% | 19q | HELD |
| ASSETMARK, INC | $8.3M | 284,509 | 0.01% | 13q | +5.4%+$426.1K |
| Pinnacle Financial Partners, Inc. | $7.9M | 269,133 | 0.05% | 3q | +4.1%+$313.0K |
| FreeGulliver LLC | $7.1M | 240,658 | 2.49% | 11q | -5.1%-$380.4K |
| Geneos Wealth Management Inc. | $6.6M | 225,181 | 0.13% | 11q | +2.1%+$134.3K |
| Rockefeller Capital Management L.P. | $5.9M | 199,739 | 0.01% | 9q | +3.9%+$218.9K |
| WORLD EQUITY GROUP, INC. | $5.0M | 170,648 | 1.12% | 16q | +1.2%+$59.2K |
| Tradition Wealth Management, LLC | $5.0M | 169,744 | 0.30% | 18q | +25.9%+$1.0M |
| OneDigital Investment Advisors LLC | $4.2M | 142,866 | 0.04% | 2q | +71.3%+$1.7M |
| Valmark Advisers, Inc. | $3.5M | 118,508 | 0.04% | 3q | +41.0%+$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 113,545 | 0.01% | 14q | +6.8%+$214.5K |
| Valtinson Bruner Financial Planning LLC | $3.2M | 109,900 | 0.81% | 17q | +0.9%+$29.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.2M | 109,295 | 0.22% | 6q | +0.5%+$17.1K |
| Integrated Wealth Concepts LLC | $3.1M | 107,294 | 0.02% | 19q | +2.2%+$66.2K |
| Lunt Capital Management, Inc. | $2.5M | 86,670 | 0.93% | 13q | -1.5%-$38.3K |
| Kestra Advisory Services, LLC | $2.2M | 73,735 | 0.01% | 19q | HELD |
| Arkadios Wealth Advisors | $2.1M | 72,194 | 0.03% | 5q | -1.1%-$23.0K |
| Mariner, LLC | $1.9M | 63,251 | 0.00% | 8q | +21.0%+$322.3K |
| Ameritas Advisory Services, LLC | $1.8M | 61,095 | 0.04% | 10q | +43.3%+$541.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 60,636 | 0.00% | 3q | +514.8%+$1.5M |
| Aptus Capital Advisors, LLC | $1.5M | 51,547 | 0.01% | 18q | HELD |
| Sanctuary Advisors, LLC | $1.5M | 50,209 | 0.01% | 9q | -10.8%-$178.7K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.4M | 48,136 | 0.40% | 19q | -9.0%-$139.8K |
| Brookstone Capital Management | $1.4M | 46,392 | 0.01% | 13q | -0.8%-$11.0K |
| Advisory Services Network, LLC | $1.3M | 45,178 | 0.02% | 12q | -17.8%-$287.1K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 38,528 | 0.02% | 18q | +218.4%+$774.7K |
| Harvest Investment Services, LLC | $1.0M | 35,705 | 0.16% | 18q | HELD |
| OLD MISSION CAPITAL LLC | $1.0M | 34,868 | 0.02% | 3q | -53.7%-$1.2M |
| GREAT VALLEY ADVISOR GROUP, INC. | $972.0K | 33,155 | 0.02% | 3q | -2.6%-$26.2K |
| NOVEM GROUP | $967.2K | 32,991 | 0.10% | 7q | -0.5%-$5.1K |
| Gateway Wealth Partners, LLC | $937.5K | 31,981 | 0.06% | 10q | -47.8%-$857.3K |
| CITADEL ADVISORS LLC | $922.9K | 31,483 | 0.00% | new | NEW |
| Onyx Bridge Wealth Group LLC | $878.8K | 29,977 | 0.08% | 13q | HELD |
| Summit Financial, LLC | $836.0K | 28,516 | 0.01% | new | NEW |
| Financial Guidance Group, Inc. | $821.9K | 28,037 | 0.31% | 16q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $762.6K | 26,012 | 0.23% | 15q | +0.9%+$6.9K |
| PFG Advisors | $676.9K | 23,089 | 0.03% | 8q | -6.2%-$44.6K |
| Private Advisor Group, LLC | $671.1K | 22,892 | 0.00% | 4q | -39.5%-$438.0K |
| American Trust | $637.1K | 21,730 | 0.05% | 5q | +0.6%+$3.8K |
| Wealthcare Advisory Partners LLC | $623.3K | 21,261 | 0.01% | 15q | HELD |
| IFP Advisors, Inc | $596.2K | 20,336 | 0.01% | 19q | +2.3%+$13.5K |
| TCFG Investment Advisors, LLC | $593.3K | 20,238 | 0.20% | 2q | HELD |
| Farther Finance Advisors, LLC | $555.6K | 18,953 | 0.00% | 3q | HELD |
| Clear Creek Financial Management, LLC | $554.8K | 18,925 | 0.04% | 19q | -1.4%-$8.1K |
| DHJJ Financial Advisors, Ltd. | $519.6K | 17,726 | 0.15% | 19q | -4.0%-$21.4K |
| CreativeOne Wealth, LLC | $516.6K | 17,623 | 0.01% | 8q | +7.2%+$34.7K |
| Sigma Planning Corp | $493.2K | 16,825 | 0.01% | 18q | -4.7%-$24.4K |
| BAM Wealth Management, LLC | $422.5K | 14,412 | 0.26% | new | NEW |
| Kovack Advisors, Inc. | $408.3K | 13,929 | 0.02% | 3q | -27.4%-$154.2K |
| SageGuard Financial Group, LLC | $341.8K | 11,659 | 0.05% | 3q | -18.8%-$78.9K |
| JPMORGAN CHASE & CO | $340.3K | 11,662 | 0.00% | 4q | +1444.6%+$318.3K |
| Crewe Advisors LLC | $325.8K | 11,115 | 0.02% | 5q | HELD |
| Keystone Financial Group | $300.5K | 10,250 | 0.02% | 3q | HELD |
| Foguth Wealth Management, LLC. | $299.5K | 10,232 | 0.03% | 6q | HELD |
| RAYMOND JAMES FINANCIAL INC | $288.2K | 9,831 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $282.8K | 9,647 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $281.1K | 9,590 | 0.03% | 17q | HELD |
| Atria Investments, Inc | $268.4K | 9,157 | 0.00% | 5q | +14.5%+$34.0K |
| Simplicity Wealth,LLC | $254.5K | 8,680 | 0.01% | 6q | -5.3%-$14.1K |
| Prospera Financial Services Inc | $241.1K | 8,226 | 0.00% | new | NEW |
| Kelly Financial Services LLC | $232.9K | 7,944 | 0.05% | 5q | HELD |
| Mutual Advisors, LLC | $218.1K | 7,439 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $118.5K | 4,042 | 0.12% | 11q | -79.0%-$445.2K |
| IFG Advisory, LLC | $111.3K | 3,797 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $69.0K | 2,353 | 0.00% | 6q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $63.5K | 2,165 | 0.00% | 3q | -24.1%-$20.1K |
| REAP Financial Group, LLC | $63.1K | 2,153 | 0.01% | 11q | -1.7%-$1.1K |
| ROYAL BANK OF CANADA | $56.0K | 1,899 | 0.00% | 5q | +350.0%+$43.6K |
| PFS Partners, LLC | $36.9K | 1,258 | 0.01% | 8q | HELD |
| AMERIFLEX GROUP, INC. | $32.6K | 1,112 | 0.01% | 4q | HELD |
| Benson Wealth Management INC | $30.0K | 1,024 | 0.03% | 3q | -97.6%-$1.2M |
| EVOLUTION WEALTH MANAGEMENT INC. | $29.0K | 989 | 0.02% | 5q | HELD |
| IMG Wealth Management, Inc. | $17.9K | 611 | 0.01% | 7q | -36.6%-$10.3K |
| NewEdge Advisors, LLC | $12.9K | 440 | 0.00% | new | NEW |
| Larson Financial Group LLC | $9.7K | 330 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $8.8K | 300 | 0.00% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.2K | 245 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.7K | 195,614 | 0.01% | 19q | +4.1% |
| JFS WEALTH ADVISORS, LLC | $2.3K | 79 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.1K | 70 | 0.00% | new | NEW |
| Capital Analysts, LLC | $786 | 26,833 | 0.02% | 4q | HELD |
| Janney Montgomery Scott LLC | $398 | 13,560 | 0.00% | 10q | +4.9% |
| HRT FINANCIAL LP | $351 | 12,002 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $254 | 8,655 | 0.01% | 17q | -48.4% |
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 | 84 | $237.4M | 8,097,089 | 9 | 26 | 25 | 0.0% |
| Q1 2026 | 82 | $219.3M | 8,162,489 | 6 | 23 | 28 | 0.0% |
| Q4 2025 | 82 | $200.5M | 7,284,850 | 10 | 22 | 31 | 0.0% |
| Q3 2025 | 70 | $172.0M | 6,398,203 | 5 | 22 | 23 | 0.0% |
| Q2 2025 | 81 | $159.8M | 6,254,688 | 8 | 20 | 33 | 0.0% |
| Q1 2025 | 81 | $159.2M | 6,694,543 | 11 | 28 | 27 | 0.0% |
| Q4 2024 | 76 | $154.2M | 6,290,585 | 3 | 38 | 19 | 0.0% |
| Q3 2024 | 74 | $145.9M | 6,081,557 | 11 | 28 | 18 | 0.0% |
| Q2 2024 | 69 | $133.0M | 5,750,798 | 7 | 24 | 24 | 0.0% |
| Q1 2024 | 64 | $116.4M | 5,171,150 | 4 | 28 | 23 | 0.0% |
| Q4 2023 | 63 | $113.3M | 5,320,544 | 7 | 23 | 23 | 0.0% |
| Q3 2023 | 57 | $100.6M | 5,112,552 | 6 | 20 | 21 | 0.0% |
| Q2 2023 | 50 | $83.8M | 4,100,288 | 6 | 13 | 23 | 1.2% |
| Q1 2023 | 51 | $77.0M | 4,018,149 | 7 | 15 | 23 | 0.0% |
| Q4 2022 | 46 | $77.5M | 4,307,016 | 10 | 13 | 16 | 0.0% |
| Q3 2022 | 51 | $100.1M | 5,911,053 | 7 | 19 | 17 | 0.0% |
| Q2 2022 | 50 | $99.4M | 5,617,023 | 14 | 20 | 10 | 0.0% |
| Q1 2022 | 39 | $88.7M | 4,478,856 | 17 | 20 | 2 | 0.0% |
| Q4 2021 | 29 | $35.4M | 1,741,689 | 28 | 0 | 0 | 0.0% |