FIRST TR EXCHNG TRADED FD VI (BUFS)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
46
Reporting holders
$129.5M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $22.3M | 888,795 | 0.01% | 7q | +4.4%+$940.5K |
| NewEdge Advisors, LLC | $20.7M | 824,063 | 0.06% | 8q | +12.2%+$2.3M |
| Centennial Wealth Advisory LLC | $11.7M | 466,197 | 2.53% | 6q | +14.2%+$1.5M |
| Cetera Investment Advisers | $10.2M | 408,429 | 0.01% | 7q | +44.4%+$3.2M |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 389,359 | 0.00% | 7q | +18.5%+$1.5M |
| MML INVESTORS SERVICES, LLC | $8.5M | 340,159 | 0.02% | 2q | +405.3%+$6.8M |
| Geneos Wealth Management Inc. | $8.4M | 335,044 | 0.17% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $7.5M | 298,922 | 0.01% | 8q | +70.6%+$3.1M |
| Advisory Services Network, LLC | $4.0M | 160,889 | 0.05% | 5q | +1.3%+$51.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 76,876 | 0.00% | 6q | +240.5%+$1.4M |
| Integrated Wealth Concepts LLC | $1.9M | 76,469 | 0.01% | 6q | +30.5%+$447.9K |
| AssuredPartners Investment Advisors, LLC | $1.8M | 73,676 | 0.18% | 4q | -2.9%-$54.5K |
| Sanctuary Advisors, LLC | $1.7M | 68,321 | 0.01% | 6q | +1.9%+$31.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 62,455 | 0.03% | 5q | -3.3%-$52.8K |
| WORLD EQUITY GROUP, INC. | $1.4M | 57,634 | 0.32% | 8q | HELD |
| TRUIST FINANCIAL CORP | $1.4M | 56,972 | 0.00% | 4q | +93.6%+$691.2K |
| Kestra Advisory Services, LLC | $1.1M | 43,366 | 0.00% | 3q | +8.5%+$85.2K |
| Keystone Wealth Services, LLC | $1.1M | 42,142 | 0.20% | 2q | +170.3%+$666.2K |
| CITADEL ADVISORS LLC | $888.3K | 35,406 | 0.00% | 3q | +67.6%+$358.3K |
| Kovack Advisors, Inc. | $850.3K | 33,931 | 0.04% | 3q | -11.3%-$108.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $735.9K | 29,330 | 0.00% | 8q | +27.9%+$160.5K |
| IFP Advisors, Inc | $712.7K | 28,404 | 0.01% | 4q | +145.6%+$422.5K |
| Kingsview Wealth Management, LLC | $689.4K | 27,478 | 0.01% | 3q | -1.2%-$8.1K |
| Claro Advisors Inc. | $686.1K | 27,345 | 0.07% | 3q | +26.5%+$143.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $592.7K | 23,624 | 0.00% | 3q | -69.1%-$1.3M |
| Synergy Asset Management, LLC | $556.9K | 22,197 | 0.05% | 6q | -14.9%-$97.6K |
| Capasso Planning Partners LLC | $549.0K | 21,882 | 0.27% | 3q | HELD |
| NewEdge Wealth, LLC | $496.5K | 19,787 | 0.00% | 2q | -1.1%-$5.5K |
| WINNACLE WEALTH LLC | $493.7K | 19,676 | 0.34% | 2q | +13.5%+$58.7K |
| LPL Financial LLC | $467.1K | 18,616 | 0.00% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $462.5K | 18,435 | 0.01% | 2q | -5.5%-$27.0K |
| OneAscent Financial Services LLC | $449.2K | 17,903 | 0.02% | 7q | +2.7%+$11.6K |
| DHJJ Financial Advisors, Ltd. | $442.1K | 17,622 | 0.13% | 8q | -3.0%-$13.8K |
| Legacy Capital Wealth Partners, LLC | $441.1K | 17,579 | 0.08% | 4q | +33.7%+$111.2K |
| ODonnell Financial Services, LLC | $440.4K | 17,554 | 0.13% | 6q | -4.5%-$20.8K |
| Brookstone Capital Management | $393.9K | 15,701 | 0.00% | 2q | HELD |
| Tradition Wealth Management, LLC | $357.8K | 14,260 | 0.02% | 4q | HELD |
| ARQ WEALTH ADVISORS, LLC | $322.5K | 12,863 | 0.04% | 6q | -6.5%-$22.4K |
| PRINCIPAL SECURITIES, INC. | $317.2K | 12,644 | 0.00% | 5q | +32.8%+$78.4K |
| Mariner, LLC | $300.7K | 11,985 | 0.00% | 2q | +16.5%+$42.7K |
| Ameritas Investment Partners, Inc. | $288.3K | 11,490 | 0.01% | 5q | +9.2%+$24.2K |
| Bank of New York Mellon Corp | $217.0K | 8,650 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $91.3K | 3,637 | 0.00% | 7q | -4.0%-$3.8K |
| IFG Advisory, LLC | $85.3K | 3,398 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $27.6K | 1,100 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $15.2K | 604,351 | 0.02% | 9q | -0.7% |
| ASSETMARK, INC | $7.3K | 291 | 0.00% | new | NEW |
| Capital Analysts, LLC | $809 | 32,244 | 0.02% | 7q | +8.7% |
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 | 46 | $129.5M | 5,162,556 | 3 | 24 | 12 | 0.0% |
| Q1 2026 | 47 | $82.1M | 3,561,084 | 13 | 23 | 9 | 0.0% |
| Q4 2025 | 39 | $68.3M | 2,989,617 | 9 | 17 | 9 | 0.0% |
| Q3 2025 | 30 | $82.1M | 3,663,585 | 7 | 16 | 3 | 0.0% |
| Q2 2025 | 26 | $68.3M | 3,245,049 | 6 | 10 | 7 | 0.0% |
| Q1 2025 | 22 | $75.2M | 3,712,673 | 8 | 11 | 2 | 0.0% |
| Q4 2024 | 18 | $39.7M | 1,860,301 | 8 | 5 | 1 | 0.0% |
| Q3 2024 | 8 | $4.9M | 233,152 | 5 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $778.3K | 128,069 | 3 | 0 | 0 | 0.0% |