FIRST TR EXCHNG TRADED FD VI (BUFQ)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
178
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+15
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 | $348.0M | 8,862,303 | 0.08% | 13q | +4.0%+$13.3M |
| Cetera Investment Advisers | $72.3M | 1,840,918 | 0.07% | 14q | +13.2%+$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $57.0M | 1,450,393 | 0.01% | 12q | +25.9%+$11.7M |
| Stratos Wealth Partners, LTD. | $54.2M | 1,379,944 | 0.55% | 13q | +315.3%+$41.1M |
| OSAIC HOLDINGS, INC. | $42.8M | 1,090,086 | 0.05% | 16q | +15.6%+$5.8M |
| WELLS FARGO & COMPANY/MN | $40.5M | 1,032,527 | 0.01% | 3q | -10.2%-$4.6M |
| NewEdge Advisors, LLC | $34.8M | 884,967 | 0.10% | 13q | +15.5%+$4.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.9M | 761,526 | 0.04% | 13q | +17.8%+$4.5M |
| RAYMOND JAMES FINANCIAL INC | $28.2M | 718,291 | 0.01% | 7q | +12.7%+$3.2M |
| MML INVESTORS SERVICES, LLC | $24.6M | 627,075 | 0.05% | 12q | +43.8%+$7.5M |
| Centennial Wealth Advisory LLC | $22.9M | 584,188 | 4.95% | 9q | +13.1%+$2.7M |
| ROYAL BANK OF CANADA | $21.1M | 538,560 | 0.00% | 11q | HELD |
| Integrated Wealth Concepts LLC | $19.9M | 507,128 | 0.10% | 11q | +70.4%+$8.2M |
| Private Advisor Group, LLC | $19.1M | 485,448 | 0.09% | 12q | +133.3%+$10.9M |
| Equitable Holdings, Inc. | $16.4M | 417,888 | 0.10% | 11q | +0.5%+$82.7K |
| Valtinson Bruner Financial Planning LLC | $15.9M | 405,747 | 3.99% | 13q | +3.9%+$593.1K |
| HARBOUR INVESTMENTS, INC. | $15.2M | 386,233 | 0.20% | 17q | +2.3%+$334.4K |
| Sequent Planning LLC | $12.9M | 327,898 | 2.75% | new | NEW |
| TRUIST FINANCIAL CORP | $12.2M | 311,233 | 0.01% | 11q | +212.5%+$8.3M |
| IMG Wealth Management, Inc. | $11.7M | 297,371 | 6.51% | 7q | +3.4%+$384.5K |
| Kestra Advisory Services, LLC | $11.0M | 281,056 | 0.04% | 11q | +8.2%+$838.2K |
| Seros Financial, LLC | $10.9M | 277,068 | 5.67% | 6q | +1.8%+$194.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.2M | 234,840 | 0.35% | 11q | +29.5%+$2.1M |
| Geneos Wealth Management Inc. | $9.1M | 231,736 | 0.19% | 7q | +2.0%+$174.3K |
| Macro Advisors, Inc. | $8.4M | 214,906 | 2.69% | 2q | +506.3%+$7.0M |
| Gladstone Institutional Advisory LLC | $7.7M | 195,474 | 0.24% | 12q | HELD |
| RiverTree Advisors, LLC | $7.2M | 183,487 | 4.26% | 11q | -2.7%-$200.2K |
| Legacy Wealth Managment, LLC/ID | $6.7M | 170,386 | 2.76% | 8q | +5.6%+$351.9K |
| IAMS WEALTH MANAGEMENT, LLC | $6.6M | 167,711 | 1.98% | 10q | +12.4%+$724.0K |
| Prism Advisors, Inc. | $6.3M | 161,091 | 1.54% | 9q | -3.1%-$200.2K |
| MPWM ADVISORY SOLUTIONS, LLC | $6.2M | 158,667 | 2.85% | 7q | +8.9%+$507.2K |
| Accel Wealth Management | $6.1M | 156,414 | 1.38% | 2q | +96.9%+$3.0M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.6M | 143,587 | 0.27% | 4q | HELD |
| Triton Wealth Management, PLLC | $5.3M | 136,111 | 1.62% | 5q | +55.7%+$1.9M |
| Atria Investments, Inc | $5.0M | 126,537 | 0.05% | 8q | -1.1%-$56.2K |
| Gallagher Fiduciary Advisors, LLC | $4.9M | 123,612 | 0.16% | 8q | -1.4%-$66.5K |
| IFG Advisory, LLC | $4.6M | 117,256 | 0.16% | 11q | +18812.3%+$4.6M |
| WORLD EQUITY GROUP, INC. | $4.5M | 114,741 | 1.01% | 14q | HELD |
| Pitti Group Wealth Management, LLC | $4.4M | 111,014 | 3.18% | 7q | HELD |
| Aptus Capital Advisors, LLC | $4.3M | 110,511 | 0.03% | 10q | -6.5%-$299.2K |
| Financial Guidance Group, Inc. | $4.3M | 109,791 | 1.61% | 15q | -6.5%-$299.2K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $3.8M | 96,498 | 0.86% | 11q | -7.0%-$287.0K |
| Keystone Wealth Services, LLC | $3.4M | 87,497 | 0.64% | 2q | +83.4%+$1.6M |
| Advisory Services Network, LLC | $3.4M | 86,171 | 0.04% | 2q | +2.9%+$95.9K |
| Kovack Advisors, Inc. | $3.3M | 84,665 | 0.16% | 8q | +3.8%+$120.9K |
| Golden State Wealth Management, LLC | $3.3M | 83,964 | 0.30% | 7q | -1.2%-$40.0K |
| Goldenstone Wealth Management LLC | $3.2M | 81,056 | 2.08% | 3q | -6.8%-$233.3K |
| Sanctuary Advisors, LLC | $3.2M | 80,972 | 0.01% | 6q | -0.9%-$30.0K |
| BLUEDOOR PRIVATE WEALTH, LLC | $3.2M | 80,368 | 1.33% | 3q | +28.2%+$694.6K |
| Wealthcare Advisory Partners LLC | $3.1M | 79,994 | 0.06% | 12q | +4.8%+$144.2K |
| HighPoint Advisor Group LLC | $3.1M | 79,630 | 0.11% | 3q | -1.1%-$35.8K |
| Prospera Financial Services Inc | $3.1M | 79,215 | 0.05% | 7q | +26.4%+$650.0K |
| Prasad Wealth Partners, LLC | $3.1M | 78,917 | 0.75% | 7q | -4.5%-$145.7K |
| Ergawealth Advisors, Inc. | $3.0M | 76,640 | 1.17% | 10q | -16.4%-$588.3K |
| Midwest Financial Group LLC | $2.9M | 74,091 | 1.02% | 10q | +1.6%+$45.5K |
| Richmond Investment Services, LLC | $2.9M | 73,226 | 0.91% | 6q | -44.1%-$2.3M |
| Gateway Wealth Partners, LLC | $2.6M | 65,331 | 0.15% | 10q | -43.1%-$1.9M |
| Maridea Wealth Management LLC | $2.5M | 64,862 | 0.28% | 7q | +11.2%+$256.2K |
| Vestmark Advisory Solutions, Inc. | $2.5M | 64,777 | 0.02% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.5M | 64,777 | 0.05% | new | NEW |
| OPPENHEIMER & CO INC | $2.4M | 61,335 | 0.03% | 4q | +54.9%+$854.0K |
| WCG Wealth Advisors LLC | $2.4M | 60,286 | 0.06% | 3q | +35.4%+$619.2K |
| Brookstone Capital Management | $2.2M | 57,180 | 0.02% | 7q | +35.4%+$587.0K |
| Catalyst Investment Management LLC | $2.2M | 55,675 | 1.98% | 3q | +78.7%+$962.9K |
| Mariner, LLC | $2.1M | 53,883 | 0.00% | 12q | -83.5%-$10.7M |
| Ipsen Advisor Group LLC | $2.1M | 52,653 | 1.33% | 3q | +10.2%+$191.0K |
| FIDUCIARY FINANCIAL ADVISORS | $2.1M | 52,283 | 0.21% | new | NEW |
| HFG Advisors, Inc. | $1.9M | 48,940 | 1.20% | 3q | +201.9%+$1.3M |
| Optivise Advisory Services LLC | $1.9M | 47,285 | 0.94% | 3q | +161.5%+$1.1M |
| Ignite Planners, LLC | $1.8M | 46,531 | 0.25% | 12q | HELD |
| RFG Advisory, LLC | $1.8M | 45,144 | 0.03% | 5q | +75.8%+$764.4K |
| Rubicon Advisors, GP | $1.8M | 44,936 | 1.29% | 3q | +4.5%+$75.4K |
| VIMA LLC | $1.8M | 44,916 | 1.72% | 3q | +18.4%+$273.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.8M | 44,753 | 0.03% | 12q | HELD |
| Foundations Investment Advisors, LLC | $1.7M | 43,516 | 0.02% | 7q | +1.5%+$25.5K |
| Stratos Wealth Advisors, LLC | $1.6M | 41,059 | 0.09% | 11q | +4.7%+$72.9K |
| SLT Holdings LLC | $1.5M | 39,218 | 0.96% | 7q | -3.9%-$62.4K |
| HBW ADVISORY SERVICES LLC | $1.5M | 37,694 | 0.13% | 9q | -17.9%-$322.8K |
| Western Wealth Management, LLC | $1.4M | 36,710 | 0.05% | 5q | +1.6%+$23.4K |
| LexAurum Advisors, LLC | $1.4M | 35,128 | 0.16% | 7q | +106.1%+$710.0K |
| PRINCIPAL SECURITIES, INC. | $1.2M | 31,003 | 0.01% | 9q | +7.6%+$85.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 29,997 | 0.06% | 5q | HELD |
| First Heartland Consultants, Inc. | $1.1M | 28,931 | 0.07% | 2q | +274.7%+$832.9K |
| INTEGRITY ALLIANCE, LLC. | $1.1M | 28,396 | 0.03% | 4q | +4.0%+$43.0K |
| Intrua Financial, LLC | $1.1M | 27,168 | 0.10% | new | NEW |
| Arkadios Wealth Advisors | $1.1M | 27,003 | 0.02% | 14q | +7.2%+$70.8K |
| IFP Advisors, Inc | $1.0M | 26,726 | 0.02% | 8q | +58.3%+$386.7K |
| Ameritas Investment Partners, Inc. | $1.0M | 25,990 | 0.03% | 10q | +1.8%+$17.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $998.0K | 25,415 | 0.01% | 12q | -2.1%-$21.6K |
| Soltis Investment Advisors LLC | $992.6K | 25,276 | 0.06% | 3q | HELD |
| Tradition Wealth Management, LLC | $988.8K | 25,180 | 0.06% | 16q | HELD |
| CreativeOne Wealth, LLC | $955.7K | 24,337 | 0.02% | 12q | +2.4%+$22.7K |
| PCG Wealth Advisors, LLC | $930.2K | 23,688 | 0.21% | 4q | -4.0%-$38.5K |
| Procyon Advisors, LLC | $919.2K | 23,408 | 0.04% | 2q | +7.6%+$64.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $896.0K | 22,816 | 0.02% | 4q | -49.4%-$876.5K |
| NOVEM GROUP | $835.1K | 21,265 | 0.08% | 5q | +26.0%+$172.4K |
| Opus Financial Solutions LLC | $834.5K | 21,250 | 0.67% | 2q | +235.4%+$585.7K |
| Harvest Investment Services, LLC | $784.4K | 19,974 | 0.12% | 8q | +34.5%+$201.1K |
| Kingsview Wealth Management, LLC | $772.4K | 19,669 | 0.01% | 11q | +23.4%+$146.3K |
| OneDigital Investment Advisors LLC | $769.6K | 19,598 | 0.01% | 7q | +27.6%+$166.3K |
Showing the largest 100 of 184 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 | 178 | $1.2B | 30,043,234 | 25 | 90 | 38 | 0.0% |
| Q1 2026 | 163 | $907.3M | 26,355,500 | 19 | 70 | 49 | 0.0% |
| Q4 2025 | 154 | $846.5M | 23,650,153 | 20 | 74 | 36 | 0.0% |
| Q3 2025 | 137 | $827.4M | 23,792,020 | 21 | 61 | 38 | 0.0% |
| Q2 2025 | 130 | $806.7M | 24,295,511 | 13 | 60 | 42 | 0.0% |
| Q1 2025 | 126 | $690.4M | 23,121,799 | 14 | 65 | 36 | 0.0% |
| Q4 2024 | 130 | $672.0M | 21,379,772 | 20 | 60 | 29 | 0.0% |
| Q3 2024 | 101 | $575.0M | 18,943,138 | 16 | 53 | 19 | 0.0% |
| Q2 2024 | 88 | $521.8M | 17,651,773 | 15 | 50 | 15 | 0.0% |
| Q1 2024 | 76 | $382.1M | 13,488,345 | 23 | 41 | 10 | 0.0% |
| Q4 2023 | 60 | $281.7M | 10,412,082 | 28 | 23 | 5 | 0.0% |
| Q3 2023 | 33 | $135.5M | 5,384,183 | 16 | 12 | 2 | 0.0% |
| Q2 2023 | 22 | $78.8M | 3,147,050 | 13 | 7 | 2 | 0.0% |
| Q1 2023 | 11 | $26.0M | 1,112,595 | 6 | 4 | 1 | 0.0% |
| Q4 2022 | 7 | $13.6M | 681,381 | 3 | 4 | 0 | 0.0% |
| Q3 2022 | 7 | $10.0M | 505,768 | 6 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $2.0M | 99,375 | 2 | 0 | 0 | 0.0% |