FIRST TR EXCHNG TRADED FD VI (BUFR)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
516
Reporting holders
$8.1B
Reported value
0.0%
Held as options
+32
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 | $1.7B | 47,463,109 | 0.39% | 19q | +0.8%+$13.1M |
| Cetera Investment Advisers | $513.9M | 14,067,678 | 0.47% | 24q | +4.5%+$22.2M |
| ENVESTNET ASSET MANAGEMENT INC | $348.8M | 9,547,720 | 0.08% | 22q | +7.4%+$24.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $346.2M | 9,477,811 | 0.44% | 24q | -4.4%-$15.8M |
| OSAIC HOLDINGS, INC. | $298.8M | 8,180,750 | 0.35% | 24q | +6.0%+$16.9M |
| RAYMOND JAMES FINANCIAL INC | $281.4M | 7,703,236 | 0.08% | 7q | +26.8%+$59.5M |
| MORGAN STANLEY | $266.1M | 7,283,987 | 0.01% | 17q | +32.7%+$65.6M |
| ROYAL BANK OF CANADA | $185.4M | 5,074,420 | 0.03% | 16q | +7.3%+$12.7M |
| WELLS FARGO & COMPANY/MN | $142.3M | 3,894,320 | 0.02% | 9q | -35.3%-$77.8M |
| MML INVESTORS SERVICES, LLC | $137.6M | 3,766,840 | 0.28% | 20q | +25.5%+$27.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $124.2M | 3,375,302 | 0.21% | 14q | +10.3%+$11.6M |
| Private Advisor Group, LLC | $122.2M | 3,346,495 | 0.56% | 13q | +2.3%+$2.7M |
| TRUIST FINANCIAL CORP | $109.3M | 2,991,257 | 0.13% | 14q | +38.6%+$30.4M |
| NewEdge Advisors, LLC | $109.0M | 2,983,447 | 0.32% | 19q | +14.3%+$13.6M |
| Kestra Advisory Services, LLC | $99.6M | 2,725,740 | 0.32% | 22q | +8.8%+$8.0M |
| HARBOUR INVESTMENTS, INC. | $98.1M | 2,685,827 | 1.32% | 21q | +2.7%+$2.5M |
| Howard Capital Management, LLC | $93.0M | 2,545,521 | 1.11% | 8q | +8.7%+$7.4M |
| Gladstone Institutional Advisory LLC | $76.7M | 2,099,250 | 2.42% | 12q | +33.9%+$19.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $67.8M | 1,856,317 | 0.75% | 18q | -7.3%-$5.3M |
| Integrated Wealth Concepts LLC | $66.0M | 1,808,103 | 0.32% | 18q | +47.1%+$21.1M |
| Macro Advisors, Inc. | $64.7M | 1,771,732 | 20.63% | 2q | -11.1%-$8.1M |
| NorthRock Partners, LLC | $61.6M | 1,687,130 | 0.89% | 18q | +18.0%+$9.4M |
| Aptus Capital Advisors, LLC | $59.4M | 1,627,130 | 0.41% | 15q | +0.8%+$493.8K |
| Merit Financial Group, LLC | $55.5M | 1,519,510 | 0.17% | 12q | +716.7%+$48.7M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $54.2M | 1,484,319 | 3.04% | 11q | +1.6%+$849.1K |
| IHT Wealth Management, LLC | $51.6M | 1,411,271 | 1.10% | 13q | -15.3%-$9.3M |
| McKinney Capital Management, LLC | $48.6M | 1,331,602 | 19.17% | 2q | +7.3%+$3.3M |
| Equitable Holdings, Inc. | $42.4M | 1,160,700 | 0.25% | 12q | +6.4%+$2.5M |
| Legacy Financial Group LLC | $39.4M | 1,077,400 | 4.43% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $38.0M | 1,040,780 | 5.98% | 11q | -0.9%-$332.7K |
| Prosperity Consulting Group, LLC | $36.4M | 995,937 | 1.38% | 9q | +9.1%+$3.0M |
| CreativeOne Wealth, LLC | $36.3M | 993,876 | 0.78% | 14q | +13.6%+$4.4M |
| Tradition Wealth Management, LLC | $34.2M | 935,346 | 2.09% | 20q | -13.2%-$5.2M |
| Bouchey Financial Group, Ltd. | $34.0M | 931,941 | 2.20% | new | NEW |
| Brookstone Capital Management | $33.6M | 919,740 | 0.34% | 16q | +4.3%+$1.4M |
| Triad Wealth Partners, LLC | $33.2M | 895,856 | 1.95% | 6q | -5.0%-$1.8M |
| Sound View Wealth Advisors Group, LLC | $32.3M | 882,918 | 2.00% | 11q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $31.9M | 872,837 | 0.60% | 6q | +3.4%+$1.1M |
| Ausdal Financial Partners, Inc. | $30.2M | 826,208 | 1.18% | 17q | +5.3%+$1.5M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $28.0M | 767,287 | 1.34% | 11q | +144.4%+$16.6M |
| Goldstone Financial Group, LLC | $27.8M | 760,367 | 2.54% | 13q | -26.1%-$9.8M |
| Sanctuary Advisors, LLC | $27.3M | 746,900 | 0.13% | 9q | +2.2%+$581.3K |
| Stratos Wealth Partners, LTD. | $26.7M | 731,800 | 0.27% | 15q | +20.6%+$4.6M |
| Ignite Planners, LLC | $25.6M | 702,030 | 3.52% | 15q | HELD |
| StoneX Group Inc. | $25.6M | 701,880 | 1.03% | 19q | -3.7%-$990.8K |
| HBW ADVISORY SERVICES LLC | $24.8M | 679,297 | 2.24% | 16q | +4.4%+$1.0M |
| Valtinson Bruner Financial Planning LLC | $24.2M | 663,198 | 6.07% | 13q | +6.6%+$1.5M |
| HighTower Advisors, LLC | $23.8M | 650,954 | 0.02% | 22q | +11.8%+$2.5M |
| Symphony Financial Services, Inc. | $22.4M | 613,484 | 10.07% | 7q | +24.8%+$4.5M |
| Holos Integrated Wealth LLC | $22.3M | 610,376 | 10.43% | 7q | +4.3%+$919.3K |
| Prime Capital Investment Advisors, LLC | $22.0M | 602,632 | 0.21% | 15q | +10.0%+$2.0M |
| Reyes Financial Architecture, Inc. | $21.0M | 575,955 | 11.79% | 2q | +105001.3%+$21.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | $20.8M | 568,550 | 0.79% | 12q | +2.8%+$571.3K |
| Rockefeller Capital Management L.P. | $20.2M | 552,106 | 0.03% | 12q | +38.2%+$5.6M |
| VestGen Advisors, LLC | $20.1M | 550,364 | 0.59% | 6q | HELD |
| Prospera Financial Services Inc | $20.1M | 549,627 | 0.29% | 13q | -27.7%-$7.7M |
| Ameritas Advisory Services, LLC | $20.0M | 548,284 | 0.40% | 19q | +367.1%+$15.7M |
| RFG Advisory, LLC | $19.7M | 539,708 | 0.31% | 18q | -10.1%-$2.2M |
| Cooper Financial Group | $19.1M | 522,233 | 1.58% | 15q | +2.6%+$487.5K |
| Foundations Investment Advisors, LLC | $19.1M | 522,021 | 0.20% | 11q | +5.2%+$940.0K |
| IMG Wealth Management, Inc. | $18.5M | 506,640 | 10.31% | 7q | +3.3%+$593.3K |
| Koshinski Asset Management, Inc. | $18.1M | 494,781 | 0.96% | 7q | +14.6%+$2.3M |
| Hibernia Wealth Partners, LLC | $18.0M | 491,874 | 9.73% | 12q | -50.3%-$18.2M |
| Solano Wealth Investment Advisors LLC | $17.9M | 489,588 | 8.14% | 7q | -1.1%-$199.9K |
| OPPENHEIMER & CO INC | $17.6M | 481,156 | 0.19% | 13q | +1.6%+$274.4K |
| Centennial Wealth Advisory LLC | $17.2M | 471,997 | 3.72% | 12q | -1.9%-$329.2K |
| Tidemark, LLC | $17.2M | 470,162 | 3.87% | 3q | -0.9%-$159.1K |
| Bleakley Financial Group, LLC | $17.2M | 470,034 | 0.22% | 12q | +5.0%+$823.0K |
| Goldenstone Wealth Management LLC | $16.9M | 463,059 | 11.06% | 3q | +12.2%+$1.8M |
| IFG Advisory, LLC | $16.7M | 456,298 | 0.58% | 12q | +7380.3%+$16.4M |
| Keystone Financial Group | $16.1M | 439,583 | 0.95% | 8q | +9.5%+$1.4M |
| UBS Group AG | $15.7M | 429,389 | 0.00% | new | NEW |
| Hobart Private Capital, LLC | $15.6M | 426,520 | 2.67% | 11q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $15.6M | 426,004 | 0.25% | 11q | -17.1%-$3.2M |
| Cooper Capital Advisors LLC | $15.5M | 425,348 | 6.74% | 7q | +1.2%+$185.3K |
| Strategic Blueprint, LLC | $15.2M | 415,886 | 0.76% | 21q | HELD |
| BENJAMIN EDWARDS INC | $15.0M | 410,276 | 0.14% | 17q | +20.5%+$2.6M |
| Meridian Wealth Management, LLC | $14.7M | 403,016 | 0.45% | 9q | +2.6%+$375.5K |
| Key Financial Inc | $14.7M | 402,453 | 2.41% | 19q | -1.9%-$288.7K |
| Arkadios Wealth Advisors | $14.7M | 402,374 | 0.22% | 23q | -3.1%-$472.7K |
| PSI Advisors, LLC | $14.7M | 402,049 | 3.41% | 4q | -16.4%-$2.9M |
| MONEY CONCEPTS CAPITAL CORP | $14.7M | 401,583 | 0.68% | 16q | +9.7%+$1.3M |
| Concurrent Investment Advisors, LLC | $14.5M | 398,020 | 0.12% | 11q | +25.7%+$3.0M |
| World Investment Advisors | $14.4M | 409,382 | 0.24% | 3q | +1.4%+$202.2K |
| Capasso Planning Partners LLC | $14.1M | 385,702 | 7.03% | 7q | -4.9%-$720.4K |
| Uniting Wealth Partners, LLC | $13.9M | 379,241 | 2.81% | 2q | +1.9%+$259.0K |
| Pallas Capital Advisors LLC | $13.6M | 371,167 | 0.42% | 12q | HELD |
| Kovack Advisors, Inc. | $13.4M | 366,973 | 0.64% | 9q | -5.7%-$803.0K |
| Steward Partners Investment Advisory, LLC | $13.3M | 365,194 | 0.07% | 16q | -2.5%-$344.9K |
| Tower Wealth Partners, Inc. | $13.0M | 355,689 | 6.41% | 15q | -1.1%-$138.7K |
| WCG Wealth Advisors LLC | $12.9M | 352,462 | 0.31% | 11q | +2.1%+$261.8K |
| WealthPLAN Partners, LLC | $12.7M | 348,808 | 2.44% | 18q | +3.9%+$480.4K |
| AE Wealth Management LLC | $12.6M | 346,091 | 0.06% | 22q | +4.3%+$518.5K |
| Sigma Planning Corp | $12.6M | 345,093 | 0.32% | 21q | -1.3%-$169.3K |
| Apollon Wealth Management, LLC | $12.6M | 344,983 | 0.15% | 11q | -0.7%-$94.1K |
| HighPoint Advisor Group LLC | $12.4M | 340,344 | 0.44% | 3q | -0.9%-$115.3K |
| Geneos Wealth Management Inc. | $12.3M | 337,044 | 0.25% | 11q | +4.0%+$470.8K |
| SageGuard Financial Group, LLC | $12.3M | 335,902 | 1.72% | 3q | -12.1%-$1.7M |
| Regal Investment Advisors LLC | $12.3M | 335,642 | 0.64% | 10q | +6.4%+$736.7K |
| Capital Investment Advisory Services, LLC | $11.8M | 322,889 | 0.73% | 16q | +18.7%+$1.9M |
Showing the largest 100 of 534 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 | 516 | $8.1B | 221,327,103 | 60 | 227 | 151 | 0.0% |
| Q1 2026 | 484 | $7.2B | 214,716,807 | 37 | 222 | 147 | 0.0% |
| Q4 2025 | 482 | $6.6B | 192,769,253 | 51 | 205 | 123 | 0.0% |
| Q3 2025 | 420 | $5.6B | 169,155,165 | 33 | 196 | 118 | 0.0% |
| Q2 2025 | 417 | $5.2B | 163,605,799 | 41 | 175 | 134 | 0.0% |
| Q1 2025 | 414 | $4.8B | 160,419,054 | 42 | 220 | 96 | 0.0% |
| Q4 2024 | 400 | $4.5B | 148,208,577 | 42 | 201 | 84 | 0.0% |
| Q3 2024 | 333 | $3.8B | 127,528,766 | 41 | 180 | 69 | 0.0% |
| Q2 2024 | 301 | $3.2B | 112,372,032 | 49 | 157 | 61 | 0.0% |
| Q1 2024 | 263 | $2.6B | 92,876,046 | 49 | 128 | 54 | 0.0% |
| Q4 2023 | 239 | $2.1B | 79,512,394 | 60 | 103 | 41 | 0.0% |
| Q3 2023 | 187 | $1.2B | 50,627,074 | 38 | 93 | 36 | 0.0% |
| Q2 2023 | 152 | $804.2M | 31,990,838 | 29 | 74 | 37 | 0.4% |
| Q1 2023 | 128 | $496.4M | 21,117,295 | 20 | 58 | 30 | 0.0% |
| Q4 2022 | 112 | $448.5M | 20,034,719 | 19 | 49 | 31 | 0.0% |
| Q3 2022 | 120 | $490.8M | 23,411,499 | 19 | 50 | 32 | 0.0% |
| Q2 2022 | 108 | $494.6M | 22,911,250 | 17 | 58 | 23 | 0.0% |
| Q1 2022 | 110 | $541.7M | 23,042,094 | 27 | 47 | 19 | 0.0% |
| Q4 2021 | 89 | $545.4M | 22,407,905 | 23 | 40 | 12 | 0.0% |
| Q3 2021 | 61 | $271.2M | 11,767,933 | 16 | 33 | 7 | 0.0% |
| Q2 2021 | 49 | $130.5M | 5,685,228 | 17 | 25 | 7 | 0.0% |
| Q1 2021 | 35 | $84.7M | 3,828,881 | 15 | 14 | 4 | 0.0% |
| Q4 2020 | 22 | $32.8M | 1,529,249 | 11 | 7 | 0 | 0.0% |
| Q3 2020 | 9 | $9.7M | 482,537 | 8 | 0 | 0 | 0.0% |