DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFT)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
60
Reporting holders
$124.3M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | $20.3M | 786,105 | 2.57% | 17q | -3.7%-$780.8K |
| LPL Financial LLC | $18.6M | 717,084 | 0.00% | 10q | +27.7%+$4.0M |
| Centennial Wealth Advisory LLC | $16.8M | 648,162 | 3.62% | 11q | -1.8%-$306.9K |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | 342,394 | 0.00% | 18q | +6.9%+$571.2K |
| Geneos Wealth Management Inc. | $6.4M | 247,105 | 0.13% | 11q | +2.6%+$161.4K |
| Cetera Investment Advisers | $5.6M | 217,213 | 0.01% | 16q | +20.2%+$946.4K |
| Legacy Wealth Managment, LLC/ID | $5.4M | 207,428 | 2.21% | 8q | +3.2%+$167.1K |
| Arkadios Wealth Advisors | $4.6M | 179,043 | 0.07% | 5q | +13.0%+$534.0K |
| Pinnacle Financial Partners, Inc. | $3.8M | 145,504 | 0.03% | 3q | +1.3%+$48.5K |
| OSAIC HOLDINGS, INC. | $3.3M | 126,773 | 0.00% | 18q | +13.2%+$383.2K |
| ASSETMARK, INC | $3.2M | 125,437 | 0.01% | 13q | -0.8%-$26.9K |
| HARBOUR INVESTMENTS, INC. | $3.2M | 122,626 | 0.04% | 18q | +1.3%+$41.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 81,899 | 0.00% | 19q | -14.7%-$364.1K |
| SageGuard Financial Group, LLC | $2.0M | 79,037 | 0.29% | 3q | -18.2%-$456.4K |
| Lunt Capital Management, Inc. | $1.8M | 69,599 | 0.66% | 13q | -5.0%-$95.2K |
| Marshall Financial Group, LLC | $1.5M | 57,618 | 0.22% | 17q | -1.0%-$14.5K |
| Sanctuary Advisors, LLC | $1.5M | 57,523 | 0.01% | 9q | HELD |
| Financial Network Wealth Advisors LLC | $1.1M | 43,765 | 1.15% | 11q | -6.2%-$74.9K |
| Aptus Capital Advisors, LLC | $1.0M | 40,375 | 0.01% | 18q | HELD |
| Financial Guidance Group, Inc. | $1.0M | 40,375 | 0.39% | 14q | HELD |
| Summit Financial, LLC | $1.0M | 39,794 | 0.01% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $982.0K | 37,938 | 0.02% | 6q | -2.0%-$20.2K |
| Gateway Wealth Partners, LLC | $949.6K | 36,686 | 0.06% | 10q | -47.0%-$842.1K |
| Valtinson Bruner Financial Planning LLC | $941.3K | 36,365 | 0.24% | 17q | HELD |
| RAYMOND JAMES FINANCIAL INC | $836.3K | 32,309 | 0.00% | 3q | -1.6%-$13.9K |
| Integrated Wealth Concepts LLC | $804.2K | 31,067 | 0.01% | 19q | HELD |
| Atria Investments, Inc | $795.9K | 30,747 | 0.01% | 8q | +3.5%+$26.9K |
| Jaffetilchin Investment Partners, LLC | $592.4K | 22,887 | 0.03% | 18q | +4.0%+$22.6K |
| Cambridge Investment Research Advisors, Inc. | $511.0K | 19,749 | 0.00% | 18q | -6.6%-$36.0K |
| Ameritas Advisory Services, LLC | $441.3K | 17,048 | 0.01% | 10q | -9.3%-$45.5K |
| Quad-Cities Investment Group, LLC | $398.4K | 15,391 | 0.14% | 16q | HELD |
| TRUIST FINANCIAL CORP | $381.8K | 14,749 | 0.00% | 11q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $330.0K | 12,707 | 0.00% | 14q | +15.4%+$43.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $304.7K | 11,770 | 0.13% | new | NEW |
| BARRETT & COMPANY, INC. | $291.2K | 11,248 | 0.08% | 16q | -8.2%-$25.9K |
| NewEdge Advisors, LLC | $290.6K | 11,228 | 0.00% | 19q | +9.0%+$24.0K |
| Meridian Wealth Management, LLC | $234.6K | 9,064 | 0.01% | 9q | -7.9%-$20.0K |
| Tradition Wealth Management, LLC | $232.3K | 8,976 | 0.01% | 4q | HELD |
| IFP Advisors, Inc | $223.2K | 8,623 | 0.00% | 19q | HELD |
| CENTAURUS FINANCIAL, INC. | $223.0K | 8,604 | 0.01% | 17q | -50.2%-$225.0K |
| EVOLUTION WEALTH MANAGEMENT INC. | $215.8K | 8,336 | 0.13% | 5q | HELD |
| Janney Montgomery Scott LLC | $215.0K | 8,291 | 0.00% | 3q | HELD |
| Kestra Investment Management, LLC | $209.0K | 8,076 | 0.00% | 2q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $206.3K | 7,971 | 0.06% | new | NEW |
| Front Row Advisors LLC | $70.2K | 2,675 | 0.02% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $61.3K | 2,370 | 0.02% | 12q | HELD |
| Arax Advisory Partners | $53.7K | 2,075 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $49.9K | 1,929 | 0.01% | new | NEW |
| Trust Co | $41.0K | 1,584 | 0.00% | 10q | HELD |
| Capital Analysts, LLC | $33.0K | 1,279 | 0.00% | 19q | HELD |
| Global Retirement Partners, LLC | $29.3K | 1,132 | 0.00% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $25.9K | 1,000 | 0.00% | new | NEW |
| N.E.W. Advisory Services LLC | $25.9K | 1,000 | 0.00% | 6q | HELD |
| Benson Wealth Management INC | $11.1K | 429 | 0.01% | 3q | HELD |
| Nova Wealth Management, Inc. | $8.8K | 339 | 0.00% | 3q | HELD |
| Caitlin John, LLC | $7.8K | 302 | 0.00% | 4q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.0K | 269 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $5.2K | 200 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $3.9K | 149 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.0K | 78 | 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 | 17 | $28.2M | 1,068,303 | 4 | 2 | 4 | 0.0% |
| Q2 2026 | 60 | $124.3M | 4,801,499 | 9 | 13 | 16 | 0.0% |
| Q1 2026 | 59 | $124.9M | 5,032,764 | 5 | 18 | 21 | 0.0% |
| Q4 2025 | 66 | $121.0M | 4,919,573 | 7 | 11 | 21 | 0.0% |
| Q3 2025 | 60 | $114.3M | 4,738,033 | 5 | 22 | 14 | 0.0% |
| Q2 2025 | 62 | $106.9M | 4,538,644 | 4 | 10 | 26 | 0.0% |
| Q1 2025 | 62 | $114.0M | 5,076,756 | 7 | 17 | 19 | 0.0% |
| Q4 2024 | 66 | $104.9M | 4,674,013 | 4 | 22 | 16 | 0.0% |
| Q3 2024 | 59 | $97.5M | 4,409,786 | 7 | 13 | 18 | 0.0% |
| Q2 2024 | 56 | $88.8M | 4,074,553 | 3 | 15 | 25 | 0.0% |
| Q1 2024 | 57 | $89.6M | 4,197,353 | 8 | 19 | 21 | 0.0% |
| Q4 2023 | 54 | $116.9M | 5,602,763 | 4 | 13 | 27 | 0.0% |
| Q3 2023 | 48 | $94.2M | 4,784,797 | 2 | 15 | 20 | 0.0% |
| Q2 2023 | 45 | $91.8M | 4,613,325 | 3 | 11 | 24 | 0.0% |
| Q1 2023 | 47 | $105.5M | 5,579,952 | 7 | 15 | 19 | 0.0% |
| Q4 2022 | 49 | $127.6M | 6,899,770 | 7 | 16 | 19 | 0.0% |
| Q3 2022 | 49 | $8.2B | 452,479,869 | 10 | 19 | 10 | 0.0% |
| Q2 2022 | 42 | $7.7B | 413,133,734 | 14 | 12 | 12 | 0.0% |
| Q1 2022 | 29 | $80.9M | 4,036,759 | 12 | 12 | 2 | 0.0% |
| Q4 2021 | 19 | $62.2M | 3,087,849 | 18 | 0 | 0 | 0.0% |