FIRST TR EXCHNG TRADED FD VI (BUFT)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
55
Reporting holders
$122.7M
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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | $20.3M | 786,105 | 2.57% | 17q | -3.7%-$780.8K |
| LPL Financial LLC | $18.6M | 717,084 | 0.00% | 10q | +27.7%+$4.0M |
| Centennial Wealth Advisory LLC | $16.8M | 648,162 | 3.62% | 11q | -1.8%-$306.9K |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 342,394 | 0.00% | 18q | +6.9%+$571.2K |
| Geneos Wealth Management Inc. | $6.4M | 247,105 | 0.13% | 11q | +2.6%+$161.4K |
| Cetera Investment Advisers | $5.6M | 217,213 | 0.01% | 16q | +20.2%+$946.4K |
| Legacy Wealth Managment, LLC/ID | $5.4M | 207,428 | 2.21% | 8q | +3.2%+$167.1K |
| Arkadios Wealth Advisors | $4.6M | 179,043 | 0.07% | 5q | +13.0%+$534.0K |
| Pinnacle Financial Partners, Inc. | $3.8M | 145,504 | 0.03% | 3q | +1.3%+$48.5K |
| OSAIC HOLDINGS, INC. | $3.3M | 126,773 | 0.00% | 18q | +13.2%+$383.2K |
| ASSETMARK, INC | $3.2M | 125,437 | 0.01% | 13q | -0.8%-$26.9K |
| HARBOUR INVESTMENTS, INC. | $3.2M | 122,626 | 0.04% | 18q | +1.3%+$41.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 81,899 | 0.00% | 19q | -14.7%-$364.1K |
| SageGuard Financial Group, LLC | $2.0M | 79,037 | 0.29% | 3q | -18.2%-$456.4K |
| Lunt Capital Management, Inc. | $1.8M | 69,599 | 0.66% | 13q | -5.0%-$95.2K |
| Marshall Financial Group, LLC | $1.5M | 57,618 | 0.22% | 17q | -1.0%-$14.5K |
| Sanctuary Advisors, LLC | $1.5M | 57,523 | 0.01% | 9q | HELD |
| Financial Network Wealth Advisors LLC | $1.1M | 43,765 | 1.15% | 11q | -6.2%-$74.9K |
| Aptus Capital Advisors, LLC | $1.0M | 40,375 | 0.01% | 18q | HELD |
| Financial Guidance Group, Inc. | $1.0M | 40,375 | 0.39% | 14q | HELD |
| Summit Financial, LLC | $1.0M | 39,794 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $982.0K | 37,938 | 0.02% | 6q | -2.0%-$20.2K |
| Gateway Wealth Partners, LLC | $949.6K | 36,686 | 0.06% | 10q | -47.0%-$842.1K |
| Valtinson Bruner Financial Planning LLC | $941.3K | 36,365 | 0.24% | 17q | HELD |
| RAYMOND JAMES FINANCIAL INC | $836.3K | 32,309 | 0.00% | 3q | -1.6%-$13.9K |
| Integrated Wealth Concepts LLC | $804.2K | 31,067 | 0.00% | 19q | HELD |
| Atria Investments, Inc | $795.9K | 30,747 | 0.01% | 8q | +3.5%+$26.9K |
| Ameritas Advisory Services, LLC | $441.3K | 17,048 | 0.01% | 10q | -9.3%-$45.5K |
| Quad-Cities Investment Group, LLC | $398.4K | 15,391 | 0.14% | 16q | HELD |
| TRUIST FINANCIAL CORP | $381.8K | 14,749 | 0.00% | 11q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $330.0K | 12,707 | 0.00% | 14q | +15.4%+$43.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $304.7K | 11,770 | 0.13% | new | NEW |
| BARRETT & COMPANY, INC. | $291.2K | 11,248 | 0.08% | 16q | -8.2%-$25.9K |
| NewEdge Advisors, LLC | $290.6K | 11,228 | 0.00% | 19q | +9.0%+$24.0K |
| Meridian Wealth Management, LLC | $234.6K | 9,064 | 0.01% | 9q | -7.9%-$20.0K |
| Tradition Wealth Management, LLC | $232.3K | 8,976 | 0.01% | 4q | HELD |
| IFP Advisors, Inc | $223.2K | 8,623 | 0.00% | 19q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $215.8K | 8,336 | 0.13% | 5q | HELD |
| Kestra Investment Management, LLC | $209.0K | 8,076 | 0.00% | 2q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $206.3K | 7,971 | 0.06% | new | NEW |
| Front Row Advisors LLC | $70.2K | 2,675 | 0.02% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $61.3K | 2,370 | 0.02% | 12q | HELD |
| Arax Advisory Partners | $53.7K | 2,075 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $49.9K | 1,929 | 0.01% | new | NEW |
| Trust Co | $41.0K | 1,584 | 0.00% | 10q | HELD |
| Global Retirement Partners, LLC | $29.3K | 1,132 | 0.00% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $25.9K | 1,000 | 0.00% | new | NEW |
| N.E.W. Advisory Services LLC | $25.9K | 1,000 | 0.00% | 6q | HELD |
| Benson Wealth Management INC | $11.1K | 429 | 0.01% | 3q | HELD |
| Nova Wealth Management, Inc. | $8.8K | 339 | 0.00% | 3q | HELD |
| Caitlin John, LLC | $7.8K | 302 | 0.00% | 4q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.0K | 269 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $5.2K | 200 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $3.9K | 149 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.0K | 78 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $511 | 19,749 | 0.00% | 18q | -6.6% |
| CENTAURUS FINANCIAL, INC. | $223 | 8,604 | 0.01% | 17q | -50.2% |
| Janney Montgomery Scott LLC | $215 | 8,291 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $33 | 1,279 | 0.00% | 19q | HELD |
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 | 55 | $122.7M | 4,740,689 | 9 | 12 | 14 | 0.0% |
| Q1 2026 | 54 | $123.4M | 4,974,468 | 5 | 18 | 18 | 0.0% |
| Q4 2025 | 59 | $113.1M | 4,597,948 | 6 | 9 | 19 | 0.0% |
| Q3 2025 | 53 | $103.8M | 4,301,917 | 5 | 19 | 12 | 0.0% |
| Q2 2025 | 53 | $96.8M | 4,111,058 | 4 | 9 | 22 | 0.0% |
| Q1 2025 | 54 | $101.4M | 4,516,431 | 7 | 15 | 17 | 0.0% |
| Q4 2024 | 57 | $93.6M | 4,169,009 | 4 | 21 | 14 | 0.0% |
| Q3 2024 | 52 | $86.4M | 3,906,748 | 7 | 11 | 16 | 0.0% |
| Q2 2024 | 49 | $77.0M | 3,529,925 | 3 | 13 | 22 | 0.0% |
| Q1 2024 | 48 | $74.1M | 3,471,790 | 8 | 17 | 15 | 0.0% |
| Q4 2023 | 46 | $95.4M | 4,573,026 | 4 | 12 | 22 | 0.0% |
| Q3 2023 | 40 | $73.4M | 3,727,611 | 2 | 12 | 17 | 0.0% |
| Q2 2023 | 36 | $70.8M | 3,556,719 | 2 | 9 | 19 | 0.0% |
| Q1 2023 | 38 | $75.3M | 3,965,610 | 6 | 12 | 16 | 0.0% |
| Q4 2022 | 38 | $88.1M | 4,771,799 | 4 | 15 | 13 | 0.0% |
| Q3 2022 | 50 | $130.4M | 7,187,026 | 10 | 19 | 11 | 0.0% |
| Q2 2022 | 42 | $119.4M | 6,422,852 | 14 | 12 | 12 | 0.0% |
| Q1 2022 | 29 | $56.0M | 2,793,004 | 12 | 12 | 2 | 0.0% |
| Q4 2021 | 19 | $37.1M | 1,844,094 | 18 | 0 | 0 | 0.0% |