FIRST TR EXCHNG TRADED FD VI (BUFZ)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
137
Reporting holders
$799.2M
Reported value
0.0%
Held as options
+17
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 | $129.3M | 4,630,172 | 0.03% | 9q | +6.0%+$7.3M |
| Forge Financial Services LLC | $118.9M | 4,256,825 | 10.24% | 5q | +2.6%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $108.3M | 3,878,407 | 0.03% | 7q | +31.6%+$26.0M |
| OSAIC HOLDINGS, INC. | $43.4M | 1,553,382 | 0.05% | 11q | -17.2%-$9.0M |
| ENVESTNET ASSET MANAGEMENT INC | $38.0M | 1,361,973 | 0.01% | 9q | HELD |
| Cetera Investment Advisers | $31.0M | 1,111,417 | 0.03% | 10q | +10.2%+$2.9M |
| Kestra Advisory Services, LLC | $30.3M | 1,086,392 | 0.10% | 11q | HELD |
| Jacobi Capital Management LLC | $26.4M | 943,844 | 1.29% | 7q | +7.1%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.3M | 905,535 | 0.03% | 11q | +2.0%+$491.3K |
| TRUIST FINANCIAL CORP | $23.9M | 856,887 | 0.03% | 7q | +13.1%+$2.8M |
| Rise Advisors, LLC | $19.7M | 706,069 | 5.55% | 6q | +1.0%+$194.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $18.5M | 660,799 | 0.20% | 4q | +20.8%+$3.2M |
| Geneos Wealth Management Inc. | $13.6M | 485,389 | 0.28% | 7q | +4.1%+$529.9K |
| CreativeOne Wealth, LLC | $12.1M | 431,458 | 0.26% | 6q | +5.5%+$628.6K |
| ARQ WEALTH ADVISORS, LLC | $11.9M | 425,045 | 1.48% | new | NEW |
| Kingsview Wealth Management, LLC | $6.7M | 238,562 | 0.08% | 10q | +32.3%+$1.6M |
| HARBOUR INVESTMENTS, INC. | $5.9M | 212,660 | 0.08% | 10q | +5.6%+$313.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 207,503 | 0.01% | 6q | +94.5%+$2.8M |
| Integrated Wealth Concepts LLC | $5.5M | 197,288 | 0.03% | 9q | +131.9%+$3.1M |
| BOS Asset Management, LLC | $5.3M | 189,273 | 1.23% | new | NEW |
| Richmond Investment Services, LLC | $4.8M | 170,429 | 1.51% | 6q | -44.1%-$3.8M |
| AdvisorNet Financial, Inc | $4.6M | 165,122 | 0.21% | 4q | +47.4%+$1.5M |
| MML INVESTORS SERVICES, LLC | $4.5M | 160,860 | 0.01% | 7q | +39.4%+$1.3M |
| Goldenstone Wealth Management LLC | $4.2M | 151,750 | 2.77% | 3q | -2.4%-$106.2K |
| Summit Financial, LLC | $3.7M | 131,644 | 0.04% | new | NEW |
| Diversify Advisory Services, LLC | $3.5M | 126,879 | 0.06% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.5M | 126,879 | 0.06% | 2q | +50.9%+$1.2M |
| Private Advisor Group, LLC | $3.3M | 118,096 | 0.02% | 6q | +6.8%+$210.5K |
| Prospera Financial Services Inc | $2.8M | 100,507 | 0.04% | 6q | +36.2%+$746.6K |
| Global Retirement Partners, LLC | $2.8M | 98,870 | 0.04% | 6q | +91.7%+$1.3M |
| StoneX Group Inc. | $2.6M | 92,585 | 0.10% | 9q | +18.5%+$404.0K |
| Brookstone Capital Management | $2.6M | 91,644 | 0.03% | 10q | +13.7%+$308.1K |
| Comprehensive Financial Consultants Institutional, Inc. | $2.6M | 91,357 | 0.67% | 7q | +13.2%+$297.8K |
| Visionary Wealth Advisors | $2.5M | 90,584 | 0.10% | 8q | -5.2%-$138.3K |
| WOLFF WIESE MAGANA LLC | $2.3M | 83,946 | 1.08% | 4q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $2.2M | 78,573 | 0.22% | new | NEW |
| Atlas Private Wealth Advisors | $2.1M | 74,601 | 0.46% | 8q | -1.6%-$33.4K |
| Mayfair Advisory Group, LLC | $2.1M | 73,642 | 0.62% | 9q | -3.5%-$75.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.0M | 71,750 | 0.00% | 8q | -2.0%-$40.2K |
| Gallagher Fiduciary Advisors, LLC | $1.9M | 69,777 | 0.06% | 9q | -3.2%-$64.7K |
| Pinnacle Financial Partners, Inc. | $1.8M | 65,704 | 0.01% | 3q | -1.3%-$23.4K |
| Prosperity Financial Group, Inc. | $1.8M | 63,174 | 0.55% | 5q | -11.3%-$225.8K |
| Western Wealth Management, LLC | $1.6M | 58,273 | 0.05% | 6q | +80.2%+$724.4K |
| Paragon Private Wealth Management, LLC | $1.5M | 53,247 | 0.39% | 6q | +15.7%+$201.9K |
| Pinnacle Wealth Management Group, Inc. | $1.5M | 52,807 | 0.69% | new | NEW |
| Ergawealth Advisors, Inc. | $1.5M | 52,346 | 0.57% | 10q | -12.5%-$208.7K |
| Harvest Investment Services, LLC | $1.4M | 51,085 | 0.22% | 8q | +3.6%+$49.1K |
| Atria Investments, Inc | $1.4M | 48,875 | 0.01% | 9q | -12.5%-$194.3K |
| Legacy Capital Wealth Partners, LLC | $1.3M | 48,282 | 0.26% | 5q | +3.2%+$41.2K |
| Steward Partners Investment Advisory, LLC | $1.3M | 48,058 | 0.01% | 7q | +17.2%+$197.3K |
| NewEdge Advisors, LLC | $1.3M | 47,172 | 0.00% | 9q | +17.0%+$191.8K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.3M | 46,148 | 0.36% | 7q | +32.2%+$313.8K |
| Hopwood Nicholas Hunter | $1.3M | 46,122 | 0.35% | 3q | HELD |
| Apollon Wealth Management, LLC | $1.3M | 45,719 | 0.02% | 6q | +16.9%+$184.5K |
| Ameritas Advisory Services, LLC | $1.1M | 40,632 | 0.02% | 3q | +226.5%+$787.3K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $1.1M | 40,365 | 0.21% | 6q | +30.5%+$263.5K |
| WORLD EQUITY GROUP, INC. | $1.1M | 39,757 | 0.25% | 10q | -2.8%-$31.4K |
| PRIVATE TRUST CO NA | $1.1M | 39,145 | 0.09% | 9q | -3.3%-$36.9K |
| OLD MISSION CAPITAL LLC | $1.0M | 37,079 | 0.02% | new | NEW |
| Nvest Financial, LLC | $1.0M | 36,298 | 0.32% | 7q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $968.3K | 34,670 | 0.59% | 2q | +290.6%+$720.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $960.9K | 34,405 | 0.05% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $938.8K | 33,611 | 0.40% | new | NEW |
| Legacy Wealth Managment, LLC/ID | $931.8K | 33,361 | 0.38% | 8q | +3.6%+$32.1K |
| CITADEL ADVISORS LLC | $931.2K | 33,340 | 0.00% | new | NEW |
| PKS Advisory Services, LLC | $894.6K | 32,029 | 0.14% | new | NEW |
| IFP Advisors, Inc | $876.9K | 31,396 | 0.02% | 8q | +41.8%+$258.7K |
| Glen Eagle Advisors, LLC | $857.3K | 30,694 | 0.11% | 8q | -14.0%-$139.3K |
| World Investment Advisors | $841.7K | 30,136 | 0.01% | new | NEW |
| Sigma Planning Corp | $810.5K | 29,019 | 0.02% | 6q | +246.8%+$576.8K |
| Simplicity Wealth,LLC | $805.6K | 28,842 | 0.03% | 4q | +1.8%+$14.0K |
| Arax Advisory Partners | $784.0K | 28,070 | 0.01% | 3q | +1236.0%+$725.3K |
| McKinney Capital Management, LLC | $764.5K | 27,373 | 0.30% | 2q | +0.8%+$5.9K |
| Kestra Investment Management, LLC | $759.9K | 27,207 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $752.0K | 26,924 | 0.00% | 3q | HELD |
| GoalVest Advisory LLC | $726.9K | 26,026 | 0.13% | 7q | +16.8%+$104.6K |
| Gateway Wealth Partners, LLC | $723.3K | 25,895 | 0.04% | 3q | -48.7%-$687.1K |
| Prime Capital Investment Advisors, LLC | $712.5K | 25,510 | 0.01% | 3q | HELD |
| Mariner, LLC | $691.3K | 24,750 | 0.00% | 3q | +4.0%+$26.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $632.8K | 22,657 | 0.03% | 3q | +2.2%+$13.7K |
| Trilogy Capital Inc. | $563.2K | 20,166 | 0.02% | new | NEW |
| CoreCap Advisors, LLC | $546.7K | 19,574 | 0.02% | 10q | +94.6%+$265.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $527.1K | 18,872 | 0.01% | 4q | +18.9%+$84.0K |
| JPMORGAN CHASE & CO | $491.3K | 17,636 | 0.00% | 6q | -70.8%-$1.2M |
| Arlington Capital Management, Inc. | $482.5K | 17,276 | 0.30% | 5q | +68.9%+$196.9K |
| Koshinski Asset Management, Inc. | $476.0K | 17,043 | 0.03% | 3q | -1.0%-$4.6K |
| Sanctuary Advisors, LLC | $470.3K | 16,839 | 0.00% | 6q | HELD |
| Stratos Wealth Partners, LTD. | $469.6K | 16,812 | 0.00% | 5q | -5.9%-$29.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $466.6K | 16,705 | 0.01% | 2q | HELD |
| Maridea Wealth Management LLC | $432.5K | 15,484 | 0.05% | 5q | +16.0%+$59.6K |
| J.W. COLE ADVISORS, INC. | $410.6K | 14,700 | 0.01% | new | NEW |
| MCDONALD PARTNERS LLC | $391.0K | 14,000 | 0.09% | 4q | HELD |
| Advisory Services Network, LLC | $389.5K | 13,946 | 0.00% | 5q | +8.0%+$28.8K |
| DAVENPORT & Co LLC | $362.4K | 12,975 | 0.00% | 5q | -2.9%-$10.9K |
| Arkadios Wealth Advisors | $360.3K | 12,900 | 0.01% | 3q | +30.0%+$83.1K |
| HBK Sorce Advisory LLC | $356.9K | 12,603 | 0.01% | 5q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $354.6K | 12,695 | 0.02% | 2q | +33.9%+$89.8K |
| JANE STREET GROUP, LLC | $348.8K | 12,487 | 0.00% | 3q | -6.8%-$25.6K |
| DHJJ Financial Advisors, Ltd. | $345.6K | 12,375 | 0.10% | 8q | -8.0%-$30.2K |
| Valtinson Bruner Financial Planning LLC | $329.7K | 11,805 | 0.08% | 3q | HELD |
Showing the largest 100 of 141 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 | 137 | $799.2M | 28,609,461 | 27 | 56 | 30 | 0.0% |
| Q1 2026 | 120 | $692.5M | 26,352,964 | 13 | 54 | 27 | 0.0% |
| Q4 2025 | 118 | $637.1M | 24,020,796 | 20 | 51 | 23 | 0.0% |
| Q3 2025 | 96 | $518.6M | 20,068,385 | 12 | 46 | 22 | 0.0% |
| Q2 2025 | 93 | $406.3M | 16,316,612 | 16 | 36 | 24 | 0.0% |
| Q1 2025 | 81 | $332.4M | 14,150,388 | 21 | 37 | 11 | 0.0% |
| Q4 2024 | 66 | $247.4M | 10,353,282 | 15 | 26 | 10 | 0.0% |
| Q3 2024 | 51 | $164.1M | 6,968,983 | 21 | 18 | 6 | 0.0% |
| Q2 2024 | 32 | $63.1M | 2,764,086 | 15 | 9 | 3 | 0.0% |
| Q1 2024 | 18 | $42.3M | 1,902,692 | 16 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $11.7M | 582,531 | 4 | 0 | 0 | 0.0% |