DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFG)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
91
Reporting holders
$246.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $31.8M | 1,084,987 | 0.04% | 19q | +3.4%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $31.2M | 1,063,649 | 0.01% | 19q | HELD |
| Centennial Wealth Advisory LLC | $22.5M | 765,916 | 4.85% | 12q | +14.1%+$2.8M |
| LPL Financial LLC | $19.8M | 675,892 | 0.00% | 13q | -6.9%-$1.5M |
| Cetera Investment Advisers | $12.8M | 437,729 | 0.01% | 12q | +6.6%+$798.1K |
| OSAIC HOLDINGS, INC. | $11.8M | 401,362 | 0.01% | 19q | HELD |
| ASSETMARK, INC | $8.3M | 284,509 | 0.01% | 13q | +5.4%+$426.1K |
| Pinnacle Financial Partners, Inc. | $7.9M | 269,133 | 0.05% | 3q | +4.1%+$313.0K |
| FreeGulliver LLC | $7.1M | 240,658 | 2.49% | 11q | -5.1%-$380.4K |
| Geneos Wealth Management Inc. | $6.6M | 225,181 | 0.13% | 11q | +2.1%+$134.3K |
| Rockefeller Capital Management L.P. | $5.9M | 199,739 | 0.01% | 9q | +3.9%+$218.9K |
| Cambridge Investment Research Advisors, Inc. | $5.7M | 195,614 | 0.01% | 19q | +4.1%+$224.8K |
| WORLD EQUITY GROUP, INC. | $5.0M | 170,648 | 1.12% | 16q | +1.2%+$59.2K |
| Tradition Wealth Management, LLC | $5.0M | 169,744 | 0.30% | 18q | +25.9%+$1.0M |
| OneDigital Investment Advisors LLC | $4.2M | 142,866 | 0.04% | 2q | +71.3%+$1.7M |
| Valmark Advisers, Inc. | $3.5M | 118,508 | 0.04% | 3q | +41.0%+$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 113,545 | 0.01% | 14q | +6.8%+$214.5K |
| Valtinson Bruner Financial Planning LLC | $3.2M | 109,900 | 0.81% | 17q | +0.9%+$29.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | $3.2M | 109,295 | 0.22% | 6q | +0.5%+$17.1K |
| Integrated Wealth Concepts LLC | $3.1M | 106,394 | 0.02% | 19q | +1.3%+$39.8K |
| Lunt Capital Management, Inc. | $2.5M | 86,670 | 0.93% | 13q | -1.5%-$38.3K |
| Kestra Advisory Services, LLC | $2.2M | 73,735 | 0.01% | 19q | HELD |
| Arkadios Wealth Advisors | $2.1M | 72,194 | 0.03% | 5q | -1.1%-$23.0K |
| Mariner, LLC | $1.9M | 63,251 | 0.00% | 8q | +21.0%+$322.3K |
| Ameritas Advisory Services, LLC | $1.8M | 61,095 | 0.04% | 10q | +43.3%+$541.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 60,636 | 0.00% | 3q | +514.8%+$1.5M |
| Aptus Capital Advisors, LLC | $1.5M | 51,547 | 0.01% | 18q | HELD |
| Sanctuary Advisors, LLC | $1.5M | 50,209 | 0.01% | 9q | -10.8%-$178.7K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $1.4M | 48,136 | 0.40% | 19q | -9.0%-$139.8K |
| Brookstone Capital Management | $1.4M | 46,392 | 0.01% | 13q | -0.8%-$11.0K |
| Advisory Services Network, LLC | $1.3M | 45,178 | 0.02% | 12q | -17.8%-$287.1K |
| Jaffetilchin Investment Partners, LLC | $1.1M | 38,760 | 0.06% | 18q | +3.5%+$38.3K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 38,528 | 0.02% | 18q | +218.4%+$774.7K |
| Harvest Investment Services, LLC | $1.0M | 35,705 | 0.16% | 18q | HELD |
| OLD MISSION CAPITAL LLC | $1.0M | 34,868 | 0.02% | 3q | -53.7%-$1.2M |
| GREAT VALLEY ADVISOR GROUP, INC. | $972.0K | 33,155 | 0.02% | 3q | -2.6%-$26.2K |
| NOVEM GROUP | $967.2K | 32,991 | 0.10% | 7q | -0.5%-$5.1K |
| Gateway Wealth Partners, LLC | $937.5K | 31,981 | 0.06% | 10q | -47.8%-$857.3K |
| CITADEL ADVISORS LLC | $922.9K | 31,483 | 0.00% | new | NEW |
| Onyx Bridge Wealth Group LLC | $878.8K | 29,977 | 0.08% | 13q | HELD |
| Summit Financial, LLC | $836.0K | 28,516 | 0.01% | new | NEW |
| Financial Guidance Group, Inc. | $821.9K | 28,037 | 0.31% | 16q | HELD |
| Capital Analysts, LLC | $786.0K | 26,833 | 0.02% | 4q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $762.6K | 26,012 | 0.23% | 15q | +0.9%+$6.9K |
| PFG Advisors | $676.9K | 23,089 | 0.03% | 8q | -6.2%-$44.6K |
| Private Advisor Group, LLC | $671.1K | 22,892 | 0.00% | 4q | -39.5%-$438.0K |
| American Trust | $637.1K | 21,730 | 0.05% | 5q | +0.6%+$3.8K |
| Wealthcare Advisory Partners LLC | $623.3K | 21,261 | 0.01% | 15q | HELD |
| IFP Advisors, Inc | $596.2K | 20,336 | 0.01% | 19q | +2.3%+$13.5K |
| TCFG Investment Advisors, LLC | $593.3K | 20,238 | 0.20% | 2q | HELD |
| Farther Finance Advisors, LLC | $555.6K | 18,953 | 0.00% | 3q | HELD |
| Clear Creek Financial Management, LLC | $554.8K | 18,925 | 0.04% | 19q | -1.4%-$8.1K |
| DHJJ Financial Advisors, Ltd. | $519.6K | 17,726 | 0.15% | 19q | -4.0%-$21.4K |
| CreativeOne Wealth, LLC | $516.6K | 17,623 | 0.01% | 8q | +7.2%+$34.7K |
| Sigma Planning Corp | $493.2K | 16,825 | 0.01% | 18q | -4.7%-$24.4K |
| BAM Wealth Management, LLC | $422.5K | 14,412 | 0.26% | new | NEW |
| Kovack Advisors, Inc. | $408.3K | 13,929 | 0.02% | 3q | -27.4%-$154.2K |
| Janney Montgomery Scott LLC | $398.0K | 13,560 | 0.00% | 10q | +4.9%+$18.8K |
| HRT FINANCIAL LP | $351.0K | 12,002 | 0.00% | new | NEW |
| SageGuard Financial Group, LLC | $341.8K | 11,659 | 0.05% | 3q | -18.8%-$78.9K |
| JPMORGAN CHASE & CO | $340.3K | 11,662 | 0.00% | 4q | +1444.6%+$318.3K |
| Crewe Advisors LLC | $325.8K | 11,115 | 0.02% | 5q | HELD |
| Keystone Financial Group | $300.5K | 10,250 | 0.02% | 3q | HELD |
| Foguth Wealth Management, LLC. | $299.5K | 10,232 | 0.03% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $288.2K | 9,831 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $282.8K | 9,647 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $281.1K | 9,590 | 0.03% | 17q | HELD |
| Atria Investments, Inc | $268.4K | 9,157 | 0.00% | 5q | +14.5%+$34.0K |
| Simplicity Wealth,LLC | $254.5K | 8,680 | 0.01% | 6q | -5.3%-$14.1K |
| CENTAURUS FINANCIAL, INC. | $254.0K | 8,655 | 0.01% | 17q | -48.4%-$238.7K |
| Prospera Financial Services Inc | $241.1K | 8,226 | 0.00% | new | NEW |
| Kelly Financial Services LLC | $232.9K | 7,944 | 0.05% | 5q | HELD |
| Mutual Advisors, LLC | $218.1K | 7,439 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $118.5K | 4,042 | 0.12% | 11q | -79.0%-$445.2K |
| IFG Advisory, LLC | $111.3K | 3,797 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $69.0K | 2,353 | 0.00% | 6q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $63.5K | 2,165 | 0.00% | 3q | -24.1%-$20.1K |
| REAP Financial Group, LLC | $63.1K | 2,153 | 0.01% | 11q | -1.7%-$1.1K |
| ROYAL BANK OF CANADA | $56.0K | 1,899 | 0.00% | 5q | +350.0%+$43.6K |
| PFS Partners, LLC | $36.9K | 1,258 | 0.01% | 8q | HELD |
| AMERIFLEX GROUP, INC. | $32.6K | 1,112 | 0.01% | 4q | HELD |
| Benson Wealth Management INC | $30.0K | 1,024 | 0.03% | 3q | -97.6%-$1.2M |
| EVOLUTION WEALTH MANAGEMENT INC. | $29.0K | 989 | 0.02% | 5q | HELD |
| IMG Wealth Management, Inc. | $17.9K | 611 | 0.01% | 7q | -36.6%-$10.3K |
| NewEdge Advisors, LLC | $12.9K | 440 | 0.00% | 8q | HELD |
| Larson Financial Group LLC | $9.7K | 330 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $8.8K | 300 | 0.00% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.2K | 245 | 0.00% | 6q | HELD |
| BFC Planning, Inc. | $5.4K | 183 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $2.3K | 79 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.1K | 70 | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $54.6M | 1,824,436 | 3 | 10 | 8 | 0.0% |
| Q2 2026 | 91 | $246.0M | 8,391,796 | 10 | 29 | 26 | 0.0% |
| Q1 2026 | 88 | $226.1M | 8,417,546 | 6 | 25 | 30 | 0.0% |
| Q4 2025 | 88 | $217.3M | 7,895,464 | 10 | 26 | 33 | 0.0% |
| Q3 2025 | 77 | $216.6M | 8,054,689 | 6 | 27 | 24 | 0.0% |
| Q2 2025 | 89 | $202.1M | 7,912,448 | 9 | 23 | 36 | 0.0% |
| Q1 2025 | 89 | $199.1M | 8,370,819 | 12 | 33 | 28 | 0.0% |
| Q4 2024 | 84 | $198.0M | 8,078,698 | 3 | 42 | 21 | 0.0% |
| Q3 2024 | 83 | $190.6M | 7,934,455 | 12 | 31 | 21 | 0.0% |
| Q2 2024 | 78 | $178.9M | 7,732,265 | 9 | 29 | 25 | 0.0% |
| Q1 2024 | 74 | $164.6M | 7,312,239 | 6 | 35 | 23 | 0.0% |
| Q4 2023 | 70 | $146.5M | 6,882,608 | 7 | 26 | 27 | 0.0% |
| Q3 2023 | 65 | $130.7M | 6,645,211 | 6 | 22 | 25 | 0.0% |
| Q2 2023 | 59 | $111.4M | 5,470,039 | 6 | 18 | 26 | 0.9% |
| Q1 2023 | 61 | $104.0M | 5,445,279 | 8 | 20 | 27 | 0.0% |
| Q4 2022 | 59 | $101.0M | 5,614,100 | 13 | 13 | 25 | 0.0% |
| Q3 2022 | 50 | $7.0B | 413,828,852 | 7 | 18 | 17 | 0.0% |
| Q2 2022 | 50 | $733.2M | 41,524,080 | 14 | 20 | 10 | 0.0% |
| Q1 2022 | 39 | $974.4M | 49,143,147 | 17 | 20 | 2 | 0.0% |
| Q4 2021 | 29 | $917.3M | 45,143,244 | 28 | 0 | 0 | 0.0% |