FIRST TR EXCHNG TRADED FD VI (BUFH)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
22
Reporting holders
$26.5M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Macro Advisors, Inc. | $8.3M | 387,003 | 2.64% | 2q | -9.0%-$816.1K |
| PRECEDENT WEALTH PARTNERS, LLC | $6.9M | 323,253 | 1.15% | 3q | -3.6%-$261.2K |
| Western Wealth Management, LLC | $2.0M | 91,594 | 0.06% | 2q | -8.1%-$171.8K |
| Kingsview Wealth Management, LLC | $1.7M | 80,521 | 0.02% | 4q | +28.7%+$384.9K |
| Cetera Investment Advisers | $939.8K | 43,896 | 0.00% | new | NEW |
| Claro Advisors Inc. | $934.1K | 43,627 | 0.10% | 3q | +34.1%+$237.4K |
| Encompass More Asset Management | $834.6K | 38,982 | 0.12% | 2q | +20.1%+$139.4K |
| Pallas Capital Advisors LLC | $698.9K | 32,643 | 0.02% | 3q | -25.3%-$236.4K |
| ENVESTNET ASSET MANAGEMENT INC | $679.9K | 31,755 | 0.00% | 3q | +64.5%+$266.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $652.8K | 30,489 | 0.00% | 2q | -33.4%-$327.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $566.4K | 26,455 | 0.01% | new | NEW |
| Mariner, LLC | $533.1K | 24,900 | 0.00% | 3q | +3.3%+$17.1K |
| ENDEAVOR PRIVATE WEALTH, INC. | $355.4K | 16,600 | 0.09% | new | NEW |
| Kestra Advisory Services, LLC | $304.3K | 14,211 | 0.00% | 2q | -4.8%-$15.5K |
| NewEdge Advisors, LLC | $283.4K | 13,235 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $267.0K | 12,445 | 0.00% | 4q | -77.2%-$905.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $214.9K | 10,037 | 0.00% | 2q | -5.3%-$11.9K |
| IFG Advisory, LLC | $158.1K | 7,385 | 0.01% | 2q | +14.5%+$20.0K |
| Integrated Wealth Concepts LLC | $93.8K | 4,381 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $83.9K | 3,917 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $9.2K | 430 | 0.00% | 2q | HELD |
| UBS Group AG | $8.0K | 372 | 0.00% | 2q | +76.3%+$3.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-02 | 13G | PRECEDENT WEALTH PARTNERS, LLC | 13.8% |
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 | 22 | $26.5M | 1,238,131 | 5 | 7 | 8 | 0.0% |
| Q1 2026 | 16 | $25.2M | 1,207,868 | 8 | 6 | 1 | 0.0% |
| Q4 2025 | 11 | $9.2M | 440,318 | 8 | 2 | 1 | 0.0% |
| Q3 2025 | 5 | $3.0M | 147,123 | 4 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $1.7M | 82,458 | 2 | 0 | 0 | 0.0% |