DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFQ)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
186
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.0%
Puts
+14
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 | $348.0M | 8,862,303 | 0.08% | 13q | +4.0%+$13.3M |
| Cetera Investment Advisers | $72.3M | 1,840,918 | 0.07% | 14q | +13.2%+$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $57.0M | 1,450,393 | 0.01% | 12q | +25.9%+$11.7M |
| Stratos Wealth Partners, LTD. | $54.2M | 1,379,944 | 0.55% | 13q | +315.3%+$41.1M |
| OSAIC HOLDINGS, INC. | $42.8M | 1,090,086 | 0.05% | 16q | +15.6%+$5.8M |
| WELLS FARGO & COMPANY/MN | $40.5M | 1,032,527 | 0.01% | 3q | +79.6%+$18.0M |
| NewEdge Advisors, LLC | $34.8M | 884,967 | 0.10% | 13q | +6.6%+$2.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.9M | 761,526 | 0.04% | 13q | +17.8%+$4.5M |
| RAYMOND JAMES FINANCIAL INC | $28.2M | 718,291 | 0.01% | 7q | +12.7%+$3.2M |
| Cambridge Investment Research Advisors, Inc. | $26.3M | 669,250 | 0.03% | 12q | +1.5%+$393.3K |
| MML INVESTORS SERVICES, LLC | $24.6M | 627,075 | 0.05% | 12q | +43.8%+$7.5M |
| Centennial Wealth Advisory LLC | $22.9M | 584,188 | 4.95% | 9q | +13.1%+$2.7M |
| ROYAL BANK OF CANADA | $21.1M | 538,560 | 0.00% | 11q | HELD |
| Private Advisor Group, LLC | $19.1M | 485,448 | 0.09% | 12q | +133.3%+$10.9M |
| Equitable Holdings, Inc. | $16.4M | 417,888 | 0.10% | 11q | +0.5%+$82.7K |
| Valtinson Bruner Financial Planning LLC | $15.9M | 405,747 | 3.99% | 13q | +3.9%+$593.1K |
| HARBOUR INVESTMENTS, INC. | $15.2M | 386,233 | 0.20% | 17q | +2.3%+$334.4K |
| Sequent Planning LLC | $12.9M | 327,898 | 2.75% | new | NEW |
| TRUIST FINANCIAL CORP | $12.2M | 311,233 | 0.01% | 11q | +212.5%+$8.3M |
| Integrated Wealth Concepts LLC | $12.0M | 305,295 | 0.08% | 11q | +2.6%+$301.9K |
| IMG Wealth Management, Inc. | $11.7M | 297,371 | 6.51% | 7q | +3.4%+$384.5K |
| Kestra Advisory Services, LLC | $11.0M | 281,056 | 0.04% | 11q | +8.2%+$838.2K |
| Seros Financial, LLC | $10.9M | 277,068 | 5.67% | 6q | +1.8%+$194.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.2M | 234,840 | 0.35% | 11q | +29.5%+$2.1M |
| Geneos Wealth Management Inc. | $9.1M | 231,736 | 0.19% | 7q | +2.0%+$174.3K |
| Macro Advisors, Inc. | $8.4M | 214,906 | 2.69% | 2q | +506.3%+$7.0M |
| Gladstone Institutional Advisory LLC | $7.7M | 195,474 | 0.24% | 12q | HELD |
| RiverTree Advisors, LLC | $7.2M | 183,487 | 4.26% | 11q | -2.7%-$200.2K |
| Legacy Wealth Managment, LLC/ID | $6.7M | 170,386 | 2.76% | 8q | +5.6%+$351.9K |
| IAMS WEALTH MANAGEMENT, LLC | $6.6M | 167,711 | 1.98% | 10q | +12.4%+$724.0K |
| Prism Advisors, Inc. | $6.3M | 161,091 | 1.54% | 9q | -3.1%-$200.2K |
| MPWM ADVISORY SOLUTIONS, LLC | $6.2M | 158,667 | 2.85% | 7q | +8.9%+$507.2K |
| Accel Wealth Management | $6.1M | 156,414 | 1.38% | 2q | +96.9%+$3.0M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.6M | 143,587 | 0.27% | 4q | HELD |
| Triton Wealth Management, PLLC | $5.3M | 136,111 | 1.62% | 5q | +55.7%+$1.9M |
| Atria Investments, Inc | $5.0M | 126,537 | 0.05% | 8q | -1.1%-$56.2K |
| Gallagher Fiduciary Advisors, LLC | $4.9M | 123,612 | 0.16% | 8q | -1.4%-$66.5K |
| Janney Montgomery Scott LLC | $4.7M | 119,384 | 0.01% | 6q | +55.3%+$1.7M |
| IFG Advisory, LLC | $4.6M | 117,256 | 0.16% | 11q | +18812.3%+$4.6M |
| WORLD EQUITY GROUP, INC. | $4.5M | 114,741 | 1.01% | 14q | HELD |
| Pitti Group Wealth Management, LLC | $4.4M | 111,014 | 3.18% | 7q | HELD |
| Aptus Capital Advisors, LLC | $4.3M | 110,511 | 0.03% | 10q | -6.5%-$299.2K |
| Financial Guidance Group, Inc. | $4.3M | 109,791 | 1.61% | 15q | -6.5%-$299.2K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $3.8M | 96,498 | 0.86% | 11q | -7.0%-$287.0K |
| Keystone Wealth Services, LLC | $3.4M | 87,497 | 0.64% | 2q | +83.4%+$1.6M |
| Advisory Services Network, LLC | $3.4M | 86,171 | 0.04% | 2q | +2.9%+$95.9K |
| Kovack Advisors, Inc. | $3.3M | 84,665 | 0.16% | 8q | +3.8%+$120.9K |
| Golden State Wealth Management, LLC | $3.3M | 83,964 | 0.30% | 7q | -1.2%-$40.0K |
| Goldenstone Wealth Management LLC | $3.2M | 81,056 | 2.08% | 3q | -6.8%-$233.3K |
| Sanctuary Advisors, LLC | $3.2M | 80,972 | 0.01% | 6q | -0.9%-$30.0K |
| BLUEDOOR PRIVATE WEALTH, LLC | $3.2M | 80,368 | 1.33% | 3q | +28.2%+$694.6K |
| Wealthcare Advisory Partners LLC | $3.1M | 79,994 | 0.06% | 12q | +4.8%+$144.2K |
| HighPoint Advisor Group LLC | $3.1M | 79,630 | 0.11% | 3q | -1.1%-$35.8K |
| Prospera Financial Services Inc | $3.1M | 79,215 | 0.05% | 7q | +26.4%+$650.0K |
| Prasad Wealth Partners, LLC | $3.1M | 78,917 | 0.75% | 7q | -4.5%-$145.7K |
| Ergawealth Advisors, Inc. | $3.0M | 76,640 | 1.17% | 10q | -16.4%-$588.3K |
| Midwest Financial Group LLC | $2.9M | 74,091 | 1.02% | 10q | +1.6%+$45.5K |
| Richmond Investment Services, LLC | $2.9M | 73,226 | 0.91% | 6q | -44.1%-$2.3M |
| Gateway Wealth Partners, LLC | $2.6M | 65,331 | 0.15% | 10q | -43.1%-$1.9M |
| Maridea Wealth Management LLC | $2.5M | 64,862 | 0.28% | 7q | +11.2%+$256.2K |
| Vestmark Advisory Solutions, Inc. | $2.5M | 64,777 | 0.02% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.5M | 64,777 | 0.05% | new | NEW |
| OPPENHEIMER & CO INC | $2.4M | 61,335 | 0.03% | 4q | +54.9%+$854.0K |
| WCG Wealth Advisors LLC | $2.4M | 60,286 | 0.06% | 3q | +35.4%+$619.2K |
| Brookstone Capital Management | $2.2M | 57,180 | 0.02% | 7q | +35.4%+$587.0K |
| Catalyst Investment Management LLC | $2.2M | 55,675 | 1.98% | 3q | +78.7%+$962.9K |
| Mariner, LLC | $2.1M | 53,883 | 0.00% | 12q | -83.5%-$10.7M |
| Ipsen Advisor Group LLC | $2.1M | 52,653 | 1.33% | 3q | +10.2%+$191.0K |
| FIDUCIARY FINANCIAL ADVISORS | $2.1M | 52,283 | 0.21% | new | NEW |
| HFG Advisors, Inc. | $1.9M | 48,940 | 1.20% | 3q | +201.9%+$1.3M |
| Optivise Advisory Services LLC | $1.9M | 47,285 | 0.94% | 3q | +161.5%+$1.1M |
| Ignite Planners, LLC | $1.8M | 46,531 | 0.25% | 12q | HELD |
| RFG Advisory, LLC | $1.8M | 45,144 | 0.03% | 5q | +75.8%+$764.4K |
| Rubicon Advisors, GP | $1.8M | 44,936 | 1.29% | 3q | +4.5%+$75.4K |
| VIMA LLC | $1.8M | 44,916 | 1.72% | 3q | +18.4%+$273.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.8M | 44,753 | 0.03% | 12q | HELD |
| Foundations Investment Advisors, LLC | $1.7M | 43,516 | 0.02% | 7q | +1.5%+$25.5K |
| Stratos Wealth Advisors, LLC | $1.6M | 41,059 | 0.09% | 11q | +4.7%+$72.9K |
| SLT Holdings LLC | $1.5M | 39,218 | 0.96% | 7q | -3.9%-$62.4K |
| HBW ADVISORY SERVICES LLC | $1.5M | 37,694 | 0.13% | 9q | -17.9%-$322.8K |
| Western Wealth Management, LLC | $1.4M | 36,710 | 0.05% | 5q | +1.6%+$23.4K |
| LexAurum Advisors, LLC | $1.4M | 35,128 | 0.16% | 7q | +106.1%+$710.0K |
| Capital Analysts, LLC | $1.3M | 32,450 | 0.03% | 16q | +5.2%+$63.4K |
| PRINCIPAL SECURITIES, INC. | $1.2M | 31,003 | 0.01% | 9q | +7.6%+$85.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 29,997 | 0.06% | 5q | HELD |
| First Heartland Consultants, Inc. | $1.1M | 28,931 | 0.07% | 2q | +274.7%+$832.9K |
| INTEGRITY ALLIANCE, LLC. | $1.1M | 28,396 | 0.03% | 4q | +4.0%+$43.0K |
| Intrua Financial, LLC | $1.1M | 27,168 | 0.10% | new | NEW |
| Arkadios Wealth Advisors | $1.1M | 27,003 | 0.02% | 14q | +7.2%+$70.8K |
| IFP Advisors, Inc | $1.0M | 26,726 | 0.02% | 8q | +58.3%+$386.7K |
| Ameritas Investment Partners, Inc. | $1.0M | 25,990 | 0.03% | 10q | +1.8%+$17.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $998.0K | 25,415 | 0.01% | 12q | -2.1%-$21.6K |
| Soltis Investment Advisors LLC | $992.6K | 25,276 | 0.06% | 3q | HELD |
| Tradition Wealth Management, LLC | $988.8K | 25,180 | 0.06% | 16q | HELD |
| CreativeOne Wealth, LLC | $955.7K | 24,337 | 0.02% | 12q | +2.4%+$22.7K |
| PCG Wealth Advisors, LLC | $930.2K | 23,688 | 0.21% | 4q | -4.0%-$38.5K |
| Procyon Advisors, LLC | $919.2K | 23,408 | 0.04% | 2q | +7.6%+$64.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $896.0K | 22,816 | 0.02% | 4q | -49.4%-$876.5K |
| NOVEM GROUP | $835.1K | 21,265 | 0.08% | 5q | +26.0%+$172.4K |
| Opus Financial Solutions LLC | $834.5K | 21,250 | 0.67% | 2q | +235.4%+$585.7K |
Showing the largest 100 of 187 reported holders. The count of 186 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 | 67 | $151.9M | 3,749,053 | 6 | 28 | 19 | 0.0% |
| Q2 2026 | 186 | $1.2B | 30,679,825 | 26 | 93 | 38 | 0.0% |
| Q1 2026 | 172 | $946.1M | 26,774,095 | 19 | 74 | 50 | 0.0% |
| Q4 2025 | 162 | $878.0M | 24,529,915 | 20 | 79 | 38 | 0.0% |
| Q3 2025 | 145 | $874.4M | 25,139,766 | 22 | 66 | 38 | 0.0% |
| Q2 2025 | 139 | $855.4M | 25,763,682 | 13 | 63 | 47 | 0.0% |
| Q1 2025 | 137 | $743.4M | 24,895,647 | 16 | 70 | 38 | 0.0% |
| Q4 2024 | 138 | $723.7M | 23,025,328 | 20 | 66 | 30 | 0.0% |
| Q3 2024 | 111 | $620.5M | 20,443,342 | 18 | 58 | 20 | 0.0% |
| Q2 2024 | 97 | $562.0M | 19,012,687 | 15 | 57 | 16 | 0.0% |
| Q1 2024 | 87 | $426.7M | 15,065,309 | 26 | 46 | 12 | 0.0% |
| Q4 2023 | 70 | $315.6M | 11,665,581 | 29 | 30 | 5 | 0.0% |
| Q3 2023 | 41 | $144.8M | 5,753,218 | 20 | 14 | 3 | 0.0% |
| Q2 2023 | 26 | $79.7M | 3,183,191 | 15 | 8 | 2 | 0.0% |
| Q1 2023 | 13 | $26.6M | 1,138,073 | 6 | 5 | 2 | 0.0% |
| Q4 2022 | 9 | $14.1M | 707,383 | 3 | 6 | 0 | 0.0% |
| Q3 2022 | 7 | $48.3M | 2,441,830 | 6 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $2.0M | 99,375 | 2 | 0 | 0 | 0.0% |