DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFH)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
22
Reporting holders
$26.4M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| Macro Advisors, Inc. | $8.3M | 387,003 | 2.64% | 2q | -9.0%-$816.1K |
| PRECEDENT WEALTH PARTNERS, LLC | $6.9M | 323,253 | 1.15% | 3q | -3.6%-$261.2K |
| Western Wealth Management, LLC | $2.0M | 91,594 | 0.06% | 2q | -8.1%-$171.8K |
| Kingsview Wealth Management, LLC | $1.7M | 80,521 | 0.02% | 4q | +28.7%+$384.9K |
| Cetera Investment Advisers | $939.8K | 43,896 | 0.00% | new | NEW |
| Claro Advisors Inc. | $934.1K | 43,627 | 0.10% | 3q | +34.1%+$237.4K |
| Encompass More Asset Management | $834.6K | 38,982 | 0.12% | 2q | +20.1%+$139.4K |
| Pallas Capital Advisors LLC | $698.9K | 32,643 | 0.02% | 3q | -25.3%-$236.4K |
| ENVESTNET ASSET MANAGEMENT INC | $679.9K | 31,755 | 0.00% | 3q | +64.5%+$266.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $652.8K | 30,489 | 0.00% | 2q | -33.4%-$327.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $566.4K | 26,455 | 0.01% | new | NEW |
| Mariner, LLC | $533.1K | 24,900 | 0.00% | 3q | +3.3%+$17.1K |
| ENDEAVOR PRIVATE WEALTH, INC. | $355.4K | 16,600 | 0.09% | new | NEW |
| Kestra Advisory Services, LLC | $304.3K | 14,211 | 0.00% | 2q | -4.8%-$15.5K |
| NewEdge Advisors, LLC | $283.4K | 13,235 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $267.0K | 12,445 | 0.00% | 4q | -77.2%-$905.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $214.9K | 10,037 | 0.00% | 2q | -5.3%-$11.9K |
| IFG Advisory, LLC | $158.1K | 7,385 | 0.01% | 2q | +14.5%+$20.0K |
| OSAIC HOLDINGS, INC. | $83.9K | 3,917 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $9.2K | 430 | 0.00% | 2q | HELD |
| UBS Group AG | $8.0K | 372 | 0.00% | 2q | +76.3%+$3.4K |
| BFC Planning, Inc. | $6.4K | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $9.8M | 453,897 | 2 | 2 | 1 | 0.0% |
| Q2 2026 | 22 | $26.4M | 1,234,050 | 5 | 7 | 8 | 0.0% |
| Q1 2026 | 18 | $25.7M | 1,233,389 | 8 | 7 | 1 | 0.0% |
| Q4 2025 | 12 | $9.4M | 452,640 | 8 | 2 | 2 | 0.0% |
| Q3 2025 | 6 | $3.3M | 161,945 | 5 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $1.7M | 82,458 | 2 | 0 | 0 | 0.0% |