DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFD)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
217
Reporting holders
$1.5B
Reported value
0.0%
Calls
0.0%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $335.3M | 11,280,816 | 0.08% | 16q | +4.8%+$15.2M |
| GW HENSSLER & ASSOCIATES LTD | $119.9M | 4,032,792 | 5.33% | 17q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $90.2M | 3,033,853 | 0.02% | 21q | HELD |
| OSAIC HOLDINGS, INC. | $68.6M | 2,308,698 | 0.08% | 22q | HELD |
| Cetera Investment Advisers | $68.4M | 2,303,098 | 0.06% | 20q | +8.3%+$5.3M |
| Centennial Wealth Advisory LLC | $53.4M | 1,796,034 | 11.52% | 12q | -1.6%-$882.9K |
| Legacy Financial Group LLC | $51.7M | 1,739,605 | 5.82% | 10q | -13.3%-$8.0M |
| RAYMOND JAMES FINANCIAL INC | $41.3M | 1,389,492 | 0.01% | 7q | +2.1%+$844.0K |
| Prime Capital Investment Advisors, LLC | $37.2M | 1,253,318 | 0.36% | 3q | +14.2%+$4.6M |
| WELLS FARGO & COMPANY/MN | $36.1M | 1,213,346 | 0.01% | 3q | +42.4%+$10.7M |
| Capital Asset Advisory Services LLC | $30.0M | 1,010,755 | 1.09% | 15q | +12.1%+$3.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $27.7M | 931,763 | 0.44% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $27.1M | 911,428 | 0.36% | 20q | +6.3%+$1.6M |
| Brookstone Capital Management | $26.3M | 886,574 | 0.26% | 20q | +15.9%+$3.6M |
| Kestra Advisory Services, LLC | $26.1M | 877,996 | 0.08% | 21q | +1.3%+$339.3K |
| TRUIST FINANCIAL CORP | $25.3M | 852,662 | 0.03% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $23.8M | 801,494 | 0.05% | 18q | +15.4%+$3.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 764,521 | 0.03% | 22q | +4.3%+$932.8K |
| FISCHER INVESTMENT STRATEGIES, LLC | $21.0M | 708,015 | 10.04% | 6q | -1.6%-$348.3K |
| RFG Advisory, LLC | $17.1M | 574,494 | 0.27% | 6q | +119.0%+$9.3M |
| ROYAL BANK OF CANADA | $16.4M | 552,359 | 0.00% | 16q | -6.5%-$1.1M |
| Cambridge Investment Research Advisors, Inc. | $15.9M | 536,054 | 0.02% | 21q | -1.1%-$175.9K |
| Waverly Advisors, LLC | $14.8M | 499,610 | 0.09% | 3q | HELD |
| NewEdge Advisors, LLC | $12.3M | 412,978 | 0.04% | 19q | +4.8%+$558.6K |
| Stratos Wealth Partners, LTD. | $12.0M | 403,291 | 0.12% | 12q | -1.4%-$167.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.0M | 402,580 | 0.13% | 14q | -1.5%-$185.8K |
| MILESTONE ASSET MANAGEMENT, LLC | $11.8M | 395,577 | 1.85% | 9q | -10.6%-$1.4M |
| Integrated Wealth Concepts LLC | $11.3M | 380,738 | 0.07% | 12q | +65.9%+$4.5M |
| Santori & Peters, Inc. | $10.9M | 367,507 | 3.08% | 17q | HELD |
| CreativeOne Wealth, LLC | $10.0M | 337,936 | 0.22% | 17q | +11.4%+$1.0M |
| Simplicity Wealth,LLC | $9.5M | 319,453 | 0.32% | 6q | HELD |
| IMG Wealth Management, Inc. | $9.3M | 311,544 | 5.16% | 7q | +2.8%+$250.2K |
| Mariner, LLC | $9.1M | 304,936 | 0.01% | 12q | -27.8%-$3.5M |
| Private Advisor Group, LLC | $8.9M | 299,887 | 0.04% | 12q | +65.5%+$3.5M |
| Pinnacle Financial Partners, Inc. | $8.6M | 289,001 | 0.06% | 3q | +4.3%+$353.8K |
| Legacy Wealth Managment, LLC/ID | $7.7M | 260,471 | 3.19% | 8q | +2.3%+$175.0K |
| Jacobi Capital Management LLC | $7.6M | 255,285 | 0.37% | 11q | +12.4%+$835.5K |
| WEDBUSH SECURITIES INC | $6.6M | 222,051 | 0.17% | 10q | -5.5%-$386.1K |
| PRECEDENT WEALTH PARTNERS, LLC | $5.9M | 198,909 | 0.98% | 8q | +48.7%+$1.9M |
| Advisory Services Network, LLC | $5.9M | 197,488 | 0.07% | 12q | +5.9%+$325.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.3M | 177,200 | 0.01% | 2q | -44.2%-$4.2M |
| Equitable Holdings, Inc. | $5.1M | 172,520 | 0.03% | 10q | +17.0%+$746.3K |
| Sigma Planning Corp | $4.7M | 159,261 | 0.12% | 21q | +0.9%+$40.9K |
| MIRAMONTES CAPITAL, LLC | $4.6M | 156,152 | 1.44% | 3q | -2.2%-$105.9K |
| Prospera Financial Services Inc | $4.4M | 149,280 | 0.06% | 5q | +34.6%+$1.1M |
| Atria Investments, Inc | $4.4M | 146,790 | 0.04% | 5q | HELD |
| HighPoint Advisor Group LLC | $4.3M | 144,705 | 0.15% | 3q | -9.5%-$451.0K |
| Symphony Financial Services, Inc. | $4.1M | 136,837 | 1.83% | 7q | +410.0%+$3.3M |
| Wealth Watch Advisors, INC | $4.1M | 136,740 | 1.32% | 7q | +6.5%+$246.5K |
| Creative Planning | $3.7M | 123,372 | 0.00% | 4q | -1.9%-$69.7K |
| IAMS WEALTH MANAGEMENT, LLC | $3.4M | 112,730 | 1.01% | 15q | -1.1%-$37.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 110,056 | 0.01% | 7q | +215.6%+$2.2M |
| Apollon Financial, LLC | $3.0M | 101,898 | 0.36% | 8q | -4.3%-$136.8K |
| Perennial Investment Advisors, LLC | $2.9M | 98,547 | 0.19% | 5q | -10.8%-$356.1K |
| Sun Financial Inc | $2.9M | 95,987 | 1.37% | 3q | +2.4%+$67.8K |
| Compass Financial Services Inc | $2.9M | 96,376 | 1.07% | 4q | +15.1%+$376.5K |
| Gladstone Institutional Advisory LLC | $2.7M | 92,320 | 0.09% | 10q | -0.6%-$16.7K |
| Maridea Wealth Management LLC | $2.7M | 91,344 | 0.29% | 7q | +21.5%+$479.7K |
| IFP Advisors, Inc | $2.7M | 91,238 | 0.05% | 22q | +114.4%+$1.4M |
| Kingsview Wealth Management, LLC | $2.5M | 84,171 | 0.03% | 19q | +1.5%+$36.0K |
| Benson Wealth Management INC | $2.5M | 82,790 | 2.48% | 3q | +374.3%+$1.9M |
| Five Pine Wealth Management | $2.4M | 81,452 | 1.37% | 7q | +32.8%+$597.4K |
| Triad Wealth Partners, LLC | $2.4M | 80,248 | 0.14% | 6q | -50.8%-$2.5M |
| CENTAURUS FINANCIAL, INC. | $2.4M | 80,437 | 0.09% | 17q | -12.9%-$353.5K |
| Western Wealth Management, LLC | $2.3M | 78,640 | 0.08% | 4q | +29.8%+$537.1K |
| Richard W. Paul & Associates, LLC | $2.3M | 76,899 | 0.70% | 3q | +1.0%+$22.5K |
| PRINCIPAL SECURITIES, INC. | $2.3M | 76,241 | 0.03% | 11q | +2.1%+$46.4K |
| Integrity Financial Corp /WA | $2.2M | 75,059 | 1.07% | 19q | -11.3%-$283.1K |
| Maia Wealth LLC | $2.2M | 74,729 | 0.33% | 10q | -3.4%-$78.1K |
| Richmond Investment Services, LLC | $2.2M | 73,967 | 0.70% | 6q | -44.2%-$1.7M |
| Atlas Private Wealth Advisors | $2.1M | 70,452 | 0.46% | 7q | -7.7%-$174.9K |
| AE Wealth Management LLC | $2.1M | 69,025 | 0.01% | 20q | -2.6%-$55.7K |
| Ascension Capital Advisors, Inc. | $2.0M | 68,671 | 0.57% | 3q | +2.1%+$42.3K |
| Tradition Wealth Management, LLC | $2.0M | 67,290 | 0.12% | 10q | -0.7%-$13.6K |
| Family Capital Management, Inc. | $1.9M | 64,936 | 0.75% | 15q | -31.7%-$893.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.7M | 56,744 | 0.08% | 5q | +19.1%+$269.9K |
| Arkadios Wealth Advisors | $1.7M | 55,936 | 0.03% | 18q | -2.4%-$41.2K |
| Claro Advisors Inc. | $1.6M | 54,271 | 0.17% | 19q | -4.5%-$76.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 53,596 | 0.08% | 2q | +320.0%+$1.2M |
| Sanctuary Advisors, LLC | $1.5M | 51,876 | 0.01% | 6q | +13.3%+$180.5K |
| Walkner Condon Financial Advisors LLC | $1.5M | 50,765 | 0.17% | 18q | -8.5%-$140.8K |
| OLD MISSION CAPITAL LLC | $1.5M | 50,663 | 0.02% | 3q | +140.2%+$878.9K |
| Financial Strategies Group, Inc. | $1.5M | 49,347 | 0.23% | 17q | +3.9%+$55.6K |
| Echo Wealth Management, LLC | $1.4M | 47,643 | 0.72% | 16q | HELD |
| VIMA LLC | $1.3M | 43,032 | 1.25% | 3q | +38.0%+$352.2K |
| Nicholas Wealth, LLC. | $1.3M | 42,353 | 0.69% | 2q | +204.4%+$845.2K |
| Steward Partners Investment Advisory, LLC | $1.3M | 42,280 | 0.01% | 11q | +4.0%+$48.0K |
| Janney Montgomery Scott LLC | $1.3M | 42,140 | 0.00% | 17q | +47.6%+$403.8K |
| IFG Advisory, LLC | $1.2M | 42,031 | 0.04% | new | NEW |
| Arax Advisory Partners | $1.2M | 39,736 | 0.01% | 3q | -0.6%-$7.5K |
| JPMORGAN CHASE & CO | $1.2M | 39,413 | 0.00% | 3q | +2498.1%+$1.1M |
| Ameritas Advisory Services, LLC | $1.2M | 39,190 | 0.02% | 10q | +168.7%+$731.2K |
| Inspire Advisors, LLC | $1.2M | 39,006 | 0.08% | 3q | +40.8%+$336.2K |
| Capasso Planning Partners LLC | $1.1M | 36,710 | 0.54% | 4q | HELD |
| LifeWealth Investments, LLC | $1.1M | 36,502 | 0.29% | 7q | -5.4%-$62.1K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $1.1M | 35,893 | 0.24% | 11q | +7.3%+$72.7K |
| INTEGRITY ALLIANCE, LLC. | $1.0M | 33,709 | 0.03% | 3q | +4.1%+$39.0K |
| Pallas Capital Advisors LLC | $982.2K | 33,047 | 0.03% | 12q | -0.6%-$5.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $977.3K | 32,884 | 0.42% | new | NEW |
| Capital Analysts, LLC | $950.0K | 31,957 | 0.02% | 19q | -6.0%-$60.1K |
Showing the largest 100 of 218 reported holders. The count of 217 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 78 | $375.1M | 12,350,402 | 6 | 31 | 19 | 0.0% |
| Q2 2026 | 217 | $1.5B | 51,825,862 | 30 | 79 | 64 | 0.0% |
| Q1 2026 | 194 | $1.4B | 49,429,305 | 20 | 84 | 55 | 0.0% |
| Q4 2025 | 198 | $1.3B | 47,073,920 | 31 | 76 | 43 | 0.0% |
| Q3 2025 | 173 | $1.3B | 45,578,942 | 20 | 72 | 46 | 0.0% |
| Q2 2025 | 169 | $1.1B | 42,744,799 | 10 | 64 | 65 | 0.0% |
| Q1 2025 | 165 | $1.0B | 42,081,178 | 17 | 70 | 48 | 0.0% |
| Q4 2024 | 166 | $1.8B | 69,091,270 | 17 | 76 | 37 | 0.0% |
| Q3 2024 | 151 | $836.1M | 33,394,159 | 22 | 63 | 40 | 0.0% |
| Q2 2024 | 137 | $758.7M | 30,791,695 | 17 | 51 | 46 | 0.0% |
| Q1 2024 | 127 | $670.1M | 28,410,127 | 21 | 48 | 35 | 0.0% |
| Q4 2023 | 116 | $719.0M | 31,637,441 | 16 | 40 | 34 | 0.0% |
| Q3 2023 | 98 | $2.8B | 130,343,413 | 17 | 36 | 29 | 0.0% |
| Q2 2023 | 88 | $429.4M | 19,848,279 | 13 | 34 | 29 | 0.4% |
| Q1 2023 | 86 | $369.3M | 18,079,335 | 12 | 30 | 24 | 0.0% |
| Q4 2022 | 84 | $403.7M | 20,506,848 | 10 | 36 | 25 | 0.0% |
| Q3 2022 | 84 | $6.7B | 350,834,539 | 16 | 35 | 22 | 0.0% |
| Q2 2022 | 76 | $3.1B | 159,467,083 | 18 | 33 | 20 | 0.0% |
| Q1 2022 | 62 | $17.2B | 811,237,431 | 23 | 31 | 4 | 0.0% |
| Q4 2021 | 45 | $1.3B | 61,342,531 | 20 | 13 | 7 | 0.0% |
| Q3 2021 | 26 | $55.8M | 2,682,093 | 9 | 12 | 2 | 0.0% |
| Q2 2021 | 23 | $31.3M | 1,505,511 | 19 | 2 | 0 | 0.0% |
| Q1 2021 | 4 | $3.7M | 179,654 | 4 | 0 | 0 | 0.0% |