FIRST TR EXCHNG TRADED FD VI (BUFY)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
58
Reporting holders
$112.8M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 742,624 | 0.02% | 8q | +119.9%+$9.5M |
| Prasad Wealth Partners, LLC | $15.0M | 639,436 | 3.60% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 547,922 | 0.00% | 6q | +25.8%+$2.6M |
| Rockefeller Capital Management L.P. | $9.8M | 417,530 | 0.01% | 3q | +6.5%+$597.0K |
| Cetera Investment Advisers | $7.9M | 337,507 | 0.01% | 5q | +50.2%+$2.6M |
| OSAIC HOLDINGS, INC. | $3.9M | 167,781 | 0.00% | 2q | +371.0%+$3.1M |
| Advisory Services Network, LLC | $3.8M | 160,754 | 0.04% | 4q | +3.1%+$113.4K |
| LPL Financial LLC | $2.8M | 121,254 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $2.7M | 115,817 | 0.09% | 4q | -1.5%-$42.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 89,112 | 0.04% | 2q | HELD |
| Integrated Wealth Concepts LLC | $2.0M | 85,211 | 0.01% | 6q | +27.5%+$429.7K |
| Keystone Wealth Services, LLC | $2.0M | 84,996 | 0.37% | 3q | +99.3%+$991.4K |
| Opus Financial Solutions LLC | $1.8M | 76,982 | 1.45% | 3q | +68.5%+$732.7K |
| AssuredPartners Investment Advisors, LLC | $1.8M | 75,643 | 0.17% | 4q | -2.0%-$36.3K |
| NewEdge Advisors, LLC | $1.7M | 73,763 | 0.01% | 8q | +11.4%+$176.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 71,746 | 0.00% | 6q | +202.6%+$1.1M |
| VIMA LLC | $1.6M | 69,046 | 1.58% | new | NEW |
| Visionary Wealth Advisors | $1.5M | 65,250 | 0.06% | 2q | +10.5%+$145.2K |
| OLD MISSION CAPITAL LLC | $1.4M | 58,399 | 0.02% | new | NEW |
| Prospera Financial Services Inc | $1.3M | 54,198 | 0.02% | 5q | +50.3%+$424.7K |
| McKinley Carter Wealth Services, Inc. | $1.1M | 48,951 | 0.06% | 5q | HELD |
| Brookstone Capital Management | $898.9K | 38,400 | 0.01% | 5q | +1.5%+$13.2K |
| Kestra Advisory Services, LLC | $883.6K | 37,748 | 0.00% | 3q | +29.5%+$201.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $799.3K | 34,147 | 0.00% | 5q | +42.9%+$239.9K |
| IFP Advisors, Inc | $789.0K | 33,708 | 0.01% | 4q | +199.0%+$525.1K |
| MML INVESTORS SERVICES, LLC | $787.9K | 33,659 | 0.00% | 6q | +5.7%+$42.6K |
| Mariner, LLC | $691.4K | 29,535 | 0.00% | 3q | +3.1%+$21.1K |
| Kovack Advisors, Inc. | $664.5K | 28,459 | 0.03% | 3q | -14.9%-$116.6K |
| BIP Wealth, LLC | $660.2K | 28,202 | 0.02% | new | NEW |
| Kingsview Wealth Management, LLC | $633.0K | 27,041 | 0.01% | 3q | +2.2%+$13.6K |
| Legacy Capital Wealth Partners, LLC | $624.4K | 26,675 | 0.12% | 4q | +21.6%+$110.8K |
| Claro Advisors Inc. | $600.1K | 25,638 | 0.06% | 3q | +20.1%+$100.4K |
| DHJJ Financial Advisors, Ltd. | $567.1K | 24,226 | 0.16% | 8q | HELD |
| Capasso Planning Partners LLC | $534.2K | 22,820 | 0.27% | 3q | HELD |
| Sigma Planning Corp | $499.9K | 21,354 | 0.01% | new | NEW |
| Chris Bulman Inc | $495.9K | 21,185 | 0.18% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $488.8K | 20,882 | 0.01% | 2q | HELD |
| WINNACLE WEALTH LLC | $478.5K | 20,443 | 0.33% | 2q | +13.8%+$58.0K |
| Arlington Capital Management, Inc. | $467.4K | 19,969 | 0.29% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $452.1K | 19,314 | 0.01% | new | NEW |
| Tradition Wealth Management, LLC | $430.6K | 18,397 | 0.03% | 4q | HELD |
| PRINCIPAL SECURITIES, INC. | $420.7K | 17,974 | 0.01% | 5q | +39.3%+$118.7K |
| Bank of New York Mellon Corp | $396.6K | 16,943 | 0.00% | 2q | +28.2%+$87.2K |
| TRUIST FINANCIAL CORP | $395.1K | 16,881 | 0.00% | 4q | +25.6%+$80.6K |
| OneAscent Financial Services LLC | $319.8K | 13,663 | 0.02% | 2q | +40.5%+$92.2K |
| National Wealth Management Group, LLC | $314.9K | 13,451 | 0.10% | 2q | +46.0%+$99.1K |
| HARBOUR INVESTMENTS, INC. | $310.7K | 13,273 | 0.00% | 2q | +70.3%+$128.3K |
| Baker Avenue Asset Management, LP | $283.6K | 12,116 | 0.01% | 2q | -36.0%-$159.8K |
| MCDONALD PARTNERS LLC | $230.8K | 9,860 | 0.06% | 2q | +9.6%+$20.1K |
| Lunt Capital Management, Inc. | $225.2K | 9,620 | 0.08% | 3q | -2.0%-$4.6K |
| MBE Wealth Management, LLC | $224.3K | 9,582 | 0.08% | new | NEW |
| JANE STREET GROUP, LLC | $213.6K | 9,125 | 0.00% | 2q | -60.9%-$333.0K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $205.8K | 8,794 | 0.06% | new | NEW |
| HighTower Advisors, LLC | $203.0K | 8,671 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $189.3K | 8,085 | 0.01% | 5q | +6.5%+$11.6K |
| IFG Advisory, LLC | $180.8K | 7,725 | 0.01% | 2q | +15.3%+$24.0K |
| IMG Wealth Management, Inc. | $150.0K | 6,410 | 0.08% | 5q | HELD |
| Farther Finance Advisors, LLC | $58.5K | 2,500 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $15.9K | 681,021 | 0.03% | 2q | +56.7%+$5.8K |
| WEDBUSH SECURITIES INC | $1.6K | 70,247 | 0.04% | 4q | +17.5% |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 66,398 | 0.00% | 3q | +14.7% |
| Capital Analysts, LLC | $411 | 17,546 | 0.01% | 4q | +26.9% |
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 | 58 | $112.8M | 4,820,397 | 11 | 32 | 6 | 0.0% |
| Q1 2026 | 49 | $61.6M | 2,751,906 | 16 | 21 | 8 | 0.0% |
| Q4 2025 | 35 | $57.3M | 2,500,780 | 10 | 18 | 4 | 0.0% |
| Q3 2025 | 24 | $23.4M | 1,078,206 | 9 | 12 | 2 | 0.0% |
| Q2 2025 | 16 | $12.3M | 584,962 | 10 | 6 | 0 | 0.0% |
| Q1 2025 | 8 | $3.3M | 166,355 | 5 | 3 | 0 | 0.0% |
| Q4 2024 | 7 | $3.3M | 172,746 | 5 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $601.0K | 300,984 | 4 | 0 | 0 | 0.0% |