FIRST TR EXCHNG TRADED FD VI (BUFX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
14
Reporting holders
$13.8M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Atria Investments, Inc | $3.7M | 167,088 | 0.04% | 4q | +1.5%+$55.9K |
| Mariner, LLC | $3.7M | 166,284 | 0.00% | 4q | -1.0%-$37.2K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 91,619 | 0.03% | 2q | +49423.8%+$2.0M |
| Western Wealth Management, LLC | $1.4M | 60,894 | 0.04% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 60,594 | 0.00% | 3q | +209.0%+$908.7K |
| CITADEL ADVISORS LLC | $603.0K | 27,201 | 0.00% | 2q | -34.6%-$319.0K |
| OLD MISSION CAPITAL LLC | $320.7K | 14,466 | 0.01% | new | NEW |
| Cetera Investment Advisers | $314.0K | 14,164 | 0.00% | 2q | +14.3%+$39.3K |
| Stonebridge Financial Planning Group, LLC | $219.0K | 9,879 | 0.07% | 2q | -1.0%-$2.3K |
| Steward Partners Investment Advisory, LLC | $113.1K | 5,100 | 0.00% | 3q | +142.9%+$66.5K |
| Benson Wealth Management INC | $93.5K | 4,219 | 0.09% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $36.7K | 1,655 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $25.3K | 1,140 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $6.7K | 300 | 0.00% | new | NEW |
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 | 14 | $13.8M | 624,603 | 3 | 5 | 3 | 0.0% |
| Q1 2026 | 12 | $10.2M | 484,689 | 6 | 1 | 3 | 0.0% |
| Q4 2025 | 8 | $9.1M | 430,492 | 3 | 3 | 1 | 0.0% |
| Q3 2025 | 5 | $6.8M | 325,657 | 4 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $1.6M | 80,930 | 2 | 0 | 0 | 0.0% |