DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
48
Reporting holders
$145.5M
Reported value
0.0%
Calls
0.0%
Puts
-2
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $22.3M | 888,795 | 0.01% | 7q | +4.4%+$940.5K |
| NewEdge Advisors, LLC | $20.7M | 824,063 | 0.06% | 8q | +12.2%+$2.3M |
| Cambridge Investment Research Advisors, Inc. | $15.2M | 604,351 | 0.02% | 9q | -0.7%-$112.5K |
| Centennial Wealth Advisory LLC | $11.7M | 466,197 | 2.53% | 6q | +14.2%+$1.5M |
| Cetera Investment Advisers | $10.2M | 408,429 | 0.01% | 7q | +44.4%+$3.2M |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 389,359 | 0.00% | 7q | +18.5%+$1.5M |
| MML INVESTORS SERVICES, LLC | $8.5M | 340,159 | 0.02% | 2q | +405.3%+$6.8M |
| Geneos Wealth Management Inc. | $8.4M | 335,044 | 0.17% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $7.5M | 298,922 | 0.01% | 8q | +70.6%+$3.1M |
| Advisory Services Network, LLC | $4.0M | 160,889 | 0.05% | 5q | +1.3%+$51.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 76,876 | 0.00% | 6q | +240.5%+$1.4M |
| Integrated Wealth Concepts LLC | $1.9M | 76,467 | 0.01% | 6q | +30.5%+$447.9K |
| AssuredPartners Investment Advisors, LLC | $1.8M | 73,676 | 0.18% | 4q | -2.9%-$54.5K |
| Sanctuary Advisors, LLC | $1.7M | 68,321 | 0.01% | 6q | +1.9%+$31.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 62,455 | 0.03% | 5q | -3.3%-$52.8K |
| WORLD EQUITY GROUP, INC. | $1.4M | 57,634 | 0.32% | 8q | HELD |
| TRUIST FINANCIAL CORP | $1.4M | 56,972 | 0.00% | 4q | +93.6%+$691.2K |
| Kestra Advisory Services, LLC | $1.1M | 43,366 | 0.00% | 3q | +8.5%+$85.2K |
| Keystone Wealth Services, LLC | $1.1M | 42,142 | 0.20% | 2q | +170.3%+$666.2K |
| CITADEL ADVISORS LLC | $888.3K | 35,406 | 0.00% | 3q | +67.6%+$358.3K |
| Kovack Advisors, Inc. | $850.3K | 33,931 | 0.04% | 3q | -11.3%-$108.1K |
| Capital Analysts, LLC | $809.0K | 32,244 | 0.02% | 7q | +8.7%+$64.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $735.9K | 29,330 | 0.00% | 8q | +27.9%+$160.5K |
| IFP Advisors, Inc | $712.7K | 28,404 | 0.01% | 4q | +145.6%+$422.5K |
| Kingsview Wealth Management, LLC | $689.4K | 27,478 | 0.01% | 3q | -1.2%-$8.1K |
| Claro Advisors Inc. | $686.1K | 27,345 | 0.07% | 3q | +26.5%+$143.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $592.7K | 23,624 | 0.00% | 3q | -69.1%-$1.3M |
| Synergy Asset Management, LLC | $556.9K | 22,197 | 0.05% | 6q | -14.9%-$97.6K |
| Capasso Planning Partners LLC | $549.0K | 21,882 | 0.27% | 3q | HELD |
| NewEdge Wealth, LLC | $496.5K | 19,787 | 0.00% | 2q | -1.1%-$5.5K |
| WINNACLE WEALTH LLC | $493.7K | 19,676 | 0.34% | 2q | +13.5%+$58.7K |
| LPL Financial LLC | $467.1K | 18,616 | 0.00% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $462.5K | 18,435 | 0.01% | 2q | -5.5%-$27.0K |
| OneAscent Financial Services LLC | $449.2K | 17,903 | 0.02% | 7q | +2.7%+$11.6K |
| DHJJ Financial Advisors, Ltd. | $442.1K | 17,622 | 0.13% | 8q | -3.0%-$13.8K |
| Legacy Capital Wealth Partners, LLC | $441.1K | 17,579 | 0.08% | 4q | +33.7%+$111.2K |
| ODonnell Financial Services, LLC | $440.4K | 17,554 | 0.13% | 6q | -4.5%-$20.8K |
| Brookstone Capital Management | $393.9K | 15,701 | 0.00% | 2q | HELD |
| Tradition Wealth Management, LLC | $357.8K | 14,260 | 0.02% | 4q | HELD |
| ARQ WEALTH ADVISORS, LLC | $322.5K | 12,863 | 0.04% | 6q | -6.5%-$22.4K |
| PRINCIPAL SECURITIES, INC. | $317.2K | 12,644 | 0.00% | 5q | +32.8%+$78.4K |
| Mariner, LLC | $300.7K | 11,985 | 0.00% | 2q | +16.5%+$42.7K |
| Ameritas Investment Partners, Inc. | $288.3K | 11,490 | 0.01% | 5q | +9.2%+$24.2K |
| Bank of New York Mellon Corp | $217.0K | 8,650 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $91.3K | 3,637 | 0.00% | 7q | -4.0%-$3.8K |
| IFG Advisory, LLC | $85.3K | 3,398 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $27.6K | 1,100 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $7.3K | 291 | 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 | 18 | $23.4M | 946,546 | 5 | 7 | 4 | 0.0% |
| Q2 2026 | 48 | $145.5M | 5,799,149 | 3 | 25 | 13 | 0.0% |
| Q1 2026 | 50 | $113.8M | 4,933,918 | 13 | 26 | 9 | 0.0% |
| Q4 2025 | 41 | $76.5M | 3,349,583 | 9 | 19 | 9 | 0.0% |
| Q3 2025 | 33 | $90.3M | 4,026,766 | 7 | 19 | 3 | 0.0% |
| Q2 2025 | 31 | $75.6M | 3,592,682 | 6 | 13 | 9 | 0.0% |
| Q1 2025 | 28 | $81.0M | 3,999,727 | 9 | 15 | 3 | 0.0% |
| Q4 2024 | 22 | $42.2M | 1,979,508 | 10 | 6 | 2 | 0.0% |
| Q3 2024 | 11 | $10.5M | 415,100 | 6 | 3 | 0 | 0.0% |
| Q2 2024 | 3 | $2.6M | 128,069 | 3 | 0 | 0 | 0.0% |