DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFR)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
543
Reporting holders
$8.3B
Reported value
0.0%
Calls
0.0%
Puts
+32
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 | $1.7B | 47,463,109 | 0.39% | 19q | +0.8%+$13.1M |
| Cetera Investment Advisers | $513.9M | 14,067,678 | 0.47% | 24q | +4.5%+$22.2M |
| ENVESTNET ASSET MANAGEMENT INC | $348.8M | 9,547,720 | 0.08% | 22q | +7.4%+$24.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $346.2M | 9,477,811 | 0.44% | 24q | -4.4%-$15.8M |
| OSAIC HOLDINGS, INC. | $298.8M | 8,180,750 | 0.35% | 24q | +6.0%+$16.9M |
| RAYMOND JAMES FINANCIAL INC | $281.4M | 7,703,236 | 0.08% | 7q | +26.8%+$59.5M |
| MORGAN STANLEY | $266.1M | 7,283,987 | 0.01% | 17q | +32.7%+$65.6M |
| ROYAL BANK OF CANADA | $185.4M | 5,074,420 | 0.03% | 16q | +7.3%+$12.7M |
| WELLS FARGO & COMPANY/MN | $142.3M | 3,894,320 | 0.02% | 9q | +29.3%+$32.3M |
| MML INVESTORS SERVICES, LLC | $137.6M | 3,766,840 | 0.28% | 20q | +25.5%+$27.9M |
| Cambridge Investment Research Advisors, Inc. | $128.9M | 3,527,503 | 0.15% | 24q | +7.2%+$8.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $124.2M | 3,375,302 | 0.21% | 14q | +10.3%+$11.6M |
| Private Advisor Group, LLC | $122.2M | 3,346,495 | 0.56% | 13q | +2.3%+$2.7M |
| TRUIST FINANCIAL CORP | $109.3M | 2,991,257 | 0.13% | 14q | +38.6%+$30.4M |
| NewEdge Advisors, LLC | $109.0M | 2,983,447 | 0.32% | 19q | +1.9%+$2.1M |
| Kestra Advisory Services, LLC | $99.6M | 2,725,740 | 0.32% | 22q | +8.8%+$8.0M |
| HARBOUR INVESTMENTS, INC. | $98.1M | 2,685,827 | 1.32% | 21q | +2.7%+$2.5M |
| Howard Capital Management, LLC | $93.0M | 2,545,521 | 1.11% | 8q | +8.7%+$7.4M |
| Gladstone Institutional Advisory LLC | $76.7M | 2,099,250 | 2.42% | 12q | +33.9%+$19.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $67.8M | 1,856,317 | 0.75% | 18q | -7.3%-$5.3M |
| Macro Advisors, Inc. | $64.7M | 1,771,732 | 20.63% | 2q | -11.1%-$8.1M |
| NorthRock Partners, LLC | $61.6M | 1,687,130 | 0.89% | 18q | +18.0%+$9.4M |
| Aptus Capital Advisors, LLC | $59.4M | 1,627,130 | 0.41% | 15q | +0.8%+$493.8K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $54.2M | 1,484,319 | 3.04% | 11q | +1.6%+$849.1K |
| Janney Montgomery Scott LLC | $52.2M | 1,429,695 | 0.10% | 22q | +11.6%+$5.4M |
| IHT Wealth Management, LLC | $51.6M | 1,411,271 | 1.10% | 13q | -15.3%-$9.3M |
| McKinney Capital Management, LLC | $48.6M | 1,331,602 | 19.17% | 2q | +7.3%+$3.3M |
| Integrated Wealth Concepts LLC | $44.4M | 1,216,069 | 0.29% | 18q | -1.1%-$481.8K |
| Equitable Holdings, Inc. | $42.4M | 1,160,700 | 0.25% | 12q | +6.4%+$2.5M |
| Legacy Financial Group LLC | $39.4M | 1,077,400 | 4.43% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $38.0M | 1,040,780 | 5.98% | 11q | -0.9%-$332.7K |
| Prosperity Consulting Group, LLC | $36.4M | 995,937 | 1.38% | 9q | +9.1%+$3.0M |
| CreativeOne Wealth, LLC | $36.3M | 993,876 | 0.78% | 14q | +13.6%+$4.4M |
| Tradition Wealth Management, LLC | $34.2M | 935,346 | 2.09% | 20q | -13.2%-$5.2M |
| Bouchey Financial Group, Ltd. | $34.0M | 931,941 | 2.20% | new | NEW |
| Brookstone Capital Management | $33.6M | 919,740 | 0.34% | 16q | +4.3%+$1.4M |
| Triad Wealth Partners, LLC | $33.2M | 895,856 | 1.95% | 6q | -5.0%-$1.8M |
| Sound View Wealth Advisors Group, LLC | $32.3M | 882,918 | 2.00% | 11q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $31.9M | 872,837 | 0.60% | 12q | +3.4%+$1.1M |
| Ausdal Financial Partners, Inc. | $30.2M | 826,208 | 1.18% | 17q | +5.3%+$1.5M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $28.0M | 767,287 | 1.34% | 11q | +144.4%+$16.6M |
| Goldstone Financial Group, LLC | $27.8M | 760,367 | 2.54% | 13q | -26.1%-$9.8M |
| Merit Financial Group, LLC | $27.8M | 759,755 | 0.17% | 12q | +308.4%+$21.0M |
| Sanctuary Advisors, LLC | $27.3M | 746,900 | 0.13% | 9q | +2.2%+$581.3K |
| Stratos Wealth Partners, LTD. | $26.7M | 731,800 | 0.27% | 15q | +20.6%+$4.6M |
| Ignite Planners, LLC | $25.6M | 702,030 | 3.52% | 15q | HELD |
| StoneX Group Inc. | $25.6M | 701,880 | 1.03% | 19q | -3.7%-$990.8K |
| HBW ADVISORY SERVICES LLC | $24.8M | 679,297 | 2.24% | 16q | +4.4%+$1.0M |
| Valtinson Bruner Financial Planning LLC | $24.2M | 663,198 | 6.07% | 13q | +6.6%+$1.5M |
| HighTower Advisors, LLC | $23.8M | 650,954 | 0.02% | 22q | +11.8%+$2.5M |
| Symphony Financial Services, Inc. | $22.4M | 613,484 | 10.07% | 7q | +24.8%+$4.5M |
| Holos Integrated Wealth LLC | $22.3M | 610,376 | 10.43% | 7q | +4.3%+$919.3K |
| Prime Capital Investment Advisors, LLC | $22.0M | 602,632 | 0.21% | 15q | +10.0%+$2.0M |
| Reyes Financial Architecture, Inc. | $21.0M | 575,955 | 11.79% | 2q | +105001.3%+$21.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | $20.8M | 568,550 | 0.79% | 12q | +2.8%+$571.3K |
| Rockefeller Capital Management L.P. | $20.2M | 552,106 | 0.03% | 12q | +38.2%+$5.6M |
| VestGen Advisors, LLC | $20.1M | 550,364 | 0.59% | 6q | HELD |
| Prospera Financial Services Inc | $20.1M | 549,627 | 0.29% | 13q | -27.7%-$7.7M |
| Ameritas Advisory Services, LLC | $20.0M | 548,284 | 0.40% | 19q | +367.1%+$15.7M |
| RFG Advisory, LLC | $19.7M | 539,708 | 0.31% | 18q | -10.1%-$2.2M |
| Cooper Financial Group | $19.1M | 522,233 | 1.58% | 15q | +2.6%+$487.5K |
| Foundations Investment Advisors, LLC | $19.1M | 522,021 | 0.20% | 11q | +5.2%+$940.0K |
| IMG Wealth Management, Inc. | $18.5M | 506,640 | 10.31% | 7q | +3.3%+$593.3K |
| Koshinski Asset Management, Inc. | $18.1M | 494,781 | 0.96% | 7q | +14.6%+$2.3M |
| Hibernia Wealth Partners, LLC | $18.0M | 491,874 | 9.73% | 12q | -50.3%-$18.2M |
| Solano Wealth Investment Advisors LLC | $17.9M | 489,588 | 8.14% | 7q | -1.1%-$199.9K |
| OPPENHEIMER & CO INC | $17.6M | 481,156 | 0.19% | 13q | +1.6%+$274.4K |
| Centennial Wealth Advisory LLC | $17.2M | 471,997 | 3.72% | 12q | -1.9%-$329.2K |
| Tidemark, LLC | $17.2M | 470,162 | 3.87% | 3q | -0.9%-$159.1K |
| Bleakley Financial Group, LLC | $17.2M | 470,034 | 0.22% | 12q | +5.0%+$823.0K |
| Goldenstone Wealth Management LLC | $16.9M | 463,059 | 11.06% | 3q | +12.2%+$1.8M |
| IFG Advisory, LLC | $16.7M | 456,298 | 0.58% | 12q | +7380.3%+$16.4M |
| Keystone Financial Group | $16.1M | 439,583 | 0.95% | 8q | +9.5%+$1.4M |
| UBS Group AG | $15.7M | 429,389 | 0.00% | new | NEW |
| Hobart Private Capital, LLC | $15.6M | 426,520 | 2.67% | 11q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $15.6M | 426,004 | 0.25% | 11q | -17.1%-$3.2M |
| Cooper Capital Advisors LLC | $15.5M | 425,348 | 6.74% | 7q | +1.2%+$185.3K |
| Strategic Blueprint, LLC | $15.2M | 415,886 | 0.76% | 21q | HELD |
| BENJAMIN EDWARDS INC | $15.0M | 410,276 | 0.14% | 17q | +20.5%+$2.6M |
| Meridian Wealth Management, LLC | $14.7M | 403,016 | 0.45% | 9q | +2.6%+$375.5K |
| Key Financial Inc | $14.7M | 402,453 | 2.41% | 19q | -1.9%-$288.7K |
| Arkadios Wealth Advisors | $14.7M | 402,374 | 0.22% | 23q | -3.1%-$472.7K |
| PSI Advisors, LLC | $14.7M | 402,049 | 3.41% | 4q | -16.4%-$2.9M |
| MONEY CONCEPTS CAPITAL CORP | $14.7M | 401,583 | 0.68% | 16q | +9.7%+$1.3M |
| Concurrent Investment Advisors, LLC | $14.5M | 398,020 | 0.12% | 11q | +25.7%+$3.0M |
| World Investment Advisors | $14.4M | 409,382 | 0.24% | 3q | +1.4%+$202.2K |
| Capasso Planning Partners LLC | $14.1M | 385,702 | 7.03% | 7q | -4.9%-$720.4K |
| Uniting Wealth Partners, LLC | $13.9M | 379,241 | 2.81% | 2q | +1.9%+$259.0K |
| Pallas Capital Advisors LLC | $13.6M | 371,167 | 0.42% | 12q | HELD |
| Kovack Advisors, Inc. | $13.4M | 366,973 | 0.64% | 9q | -5.7%-$803.0K |
| Steward Partners Investment Advisory, LLC | $13.3M | 365,194 | 0.07% | 16q | -2.5%-$344.9K |
| Tower Wealth Partners, Inc. | $13.0M | 355,689 | 6.41% | 15q | -1.1%-$138.7K |
| WCG Wealth Advisors LLC | $12.9M | 352,462 | 0.31% | 11q | +2.1%+$261.8K |
| WealthPLAN Partners, LLC | $12.7M | 348,808 | 2.44% | 18q | +3.9%+$480.4K |
| AE Wealth Management LLC | $12.6M | 346,091 | 0.06% | 22q | +4.3%+$518.5K |
| Sigma Planning Corp | $12.6M | 345,093 | 0.32% | 21q | -1.3%-$169.3K |
| Apollon Wealth Management, LLC | $12.6M | 344,983 | 0.15% | 11q | -0.7%-$94.1K |
| Schulz Wealth, LTD. | $12.5M | 342,573 | 6.46% | 10q | +5.3%+$635.0K |
| HighPoint Advisor Group LLC | $12.4M | 340,344 | 0.44% | 3q | -0.9%-$115.3K |
| Geneos Wealth Management Inc. | $12.3M | 337,044 | 0.25% | 11q | +4.0%+$470.8K |
Showing the largest 100 of 544 reported holders. The count of 543 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 | 247 | $1.2B | 31,300,269 | 22 | 83 | 78 | 0.0% |
| Q2 2026 | 543 | $8.3B | 226,154,164 | 61 | 238 | 162 | 0.0% |
| Q1 2026 | 511 | $7.4B | 217,828,652 | 41 | 231 | 154 | 0.0% |
| Q4 2025 | 505 | $7.0B | 204,025,061 | 53 | 213 | 132 | 0.0% |
| Q3 2025 | 441 | $6.4B | 191,923,570 | 34 | 207 | 123 | 0.0% |
| Q2 2025 | 442 | $6.0B | 188,155,591 | 46 | 183 | 143 | 0.0% |
| Q1 2025 | 436 | $5.4B | 183,371,240 | 43 | 233 | 103 | 0.0% |
| Q4 2024 | 420 | $5.2B | 170,508,645 | 44 | 208 | 92 | 0.0% |
| Q3 2024 | 353 | $4.4B | 148,599,562 | 41 | 194 | 73 | 0.0% |
| Q2 2024 | 326 | $3.8B | 131,187,016 | 53 | 171 | 66 | 0.0% |
| Q1 2024 | 289 | $3.2B | 114,651,512 | 50 | 144 | 59 | 0.0% |
| Q4 2023 | 266 | $2.5B | 93,629,398 | 63 | 115 | 49 | 0.0% |
| Q3 2023 | 210 | $1.5B | 61,542,214 | 40 | 107 | 36 | 0.0% |
| Q2 2023 | 173 | $1.0B | 40,009,735 | 30 | 86 | 43 | 0.4% |
| Q1 2023 | 149 | $663.3M | 28,269,260 | 24 | 68 | 32 | 0.0% |
| Q4 2022 | 133 | $591.3M | 26,486,194 | 23 | 55 | 40 | 0.0% |
| Q3 2022 | 119 | $15.0B | 720,708,749 | 19 | 49 | 32 | 0.0% |
| Q2 2022 | 108 | $13.1B | 608,216,359 | 17 | 58 | 24 | 0.0% |
| Q1 2022 | 109 | $11.1B | 465,327,941 | 27 | 46 | 20 | 0.0% |
| Q4 2021 | 89 | $8.7B | 360,733,241 | 23 | 40 | 12 | 0.0% |
| Q3 2021 | 61 | $2.2B | 95,396,221 | 16 | 33 | 7 | 0.0% |
| Q2 2021 | 49 | $889.4M | 38,769,111 | 17 | 25 | 7 | 0.0% |
| Q1 2021 | 35 | $629.0M | 28,454,231 | 15 | 14 | 4 | 0.0% |
| Q4 2020 | 22 | $407.0M | 18,948,812 | 11 | 7 | 0 | 0.0% |
| Q3 2020 | 9 | $179.0M | 8,892,119 | 8 | 0 | 0 | 0.0% |