DaveManuel.com · Institutional Ownership · Who Owns It
FIRST TR EXCHNG TRADED FD VI (BUFY)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
62
Reporting holders
$132.4M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $17.4M | 742,624 | 0.02% | 8q | +119.9%+$9.5M |
| Janney Montgomery Scott LLC | $15.9M | 681,021 | 0.03% | 2q | +56.7%+$5.8M |
| Prasad Wealth Partners, LLC | $15.0M | 639,436 | 3.60% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 547,922 | 0.00% | 6q | +25.8%+$2.6M |
| Rockefeller Capital Management L.P. | $9.8M | 417,530 | 0.01% | 3q | +6.5%+$597.0K |
| Cetera Investment Advisers | $7.9M | 337,507 | 0.01% | 5q | +50.2%+$2.6M |
| OSAIC HOLDINGS, INC. | $3.9M | 167,781 | 0.00% | 2q | +371.0%+$3.1M |
| Advisory Services Network, LLC | $3.8M | 160,754 | 0.04% | 4q | +3.1%+$113.4K |
| LPL Financial LLC | $2.8M | 121,254 | 0.00% | new | NEW |
| Simplicity Wealth,LLC | $2.7M | 115,817 | 0.09% | 4q | -1.5%-$42.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 89,112 | 0.04% | 2q | HELD |
| Integrated Wealth Concepts LLC | $2.0M | 85,211 | 0.01% | 6q | +27.5%+$429.7K |
| Keystone Wealth Services, LLC | $2.0M | 84,996 | 0.37% | 3q | +99.3%+$991.4K |
| Opus Financial Solutions LLC | $1.8M | 76,982 | 1.45% | 3q | +68.5%+$732.7K |
| AssuredPartners Investment Advisors, LLC | $1.8M | 75,643 | 0.17% | 4q | -2.0%-$36.3K |
| NewEdge Advisors, LLC | $1.7M | 73,763 | 0.01% | 8q | +11.4%+$176.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 71,746 | 0.00% | 6q | +202.6%+$1.1M |
| WEDBUSH SECURITIES INC | $1.6M | 70,247 | 0.04% | 4q | +17.5%+$244.9K |
| VIMA LLC | $1.6M | 69,046 | 1.58% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 66,398 | 0.00% | 3q | +14.7%+$198.8K |
| Visionary Wealth Advisors | $1.5M | 65,250 | 0.06% | 2q | +10.5%+$145.2K |
| OLD MISSION CAPITAL LLC | $1.4M | 58,399 | 0.02% | new | NEW |
| Prospera Financial Services Inc | $1.3M | 54,198 | 0.02% | 5q | +50.3%+$424.7K |
| McKinley Carter Wealth Services, Inc. | $1.1M | 48,951 | 0.06% | 5q | HELD |
| Brookstone Capital Management | $898.9K | 38,400 | 0.01% | 5q | +1.5%+$13.2K |
| Kestra Advisory Services, LLC | $883.6K | 37,748 | 0.00% | 3q | +29.5%+$201.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $799.3K | 34,147 | 0.00% | 5q | +42.9%+$239.9K |
| IFP Advisors, Inc | $789.0K | 33,708 | 0.01% | 4q | +199.0%+$525.1K |
| MML INVESTORS SERVICES, LLC | $787.9K | 33,659 | 0.00% | 6q | +5.7%+$42.6K |
| Mariner, LLC | $691.4K | 29,535 | 0.00% | 3q | +3.1%+$21.1K |
| Kovack Advisors, Inc. | $664.5K | 28,459 | 0.03% | 3q | -14.9%-$116.6K |
| BIP Wealth, LLC | $660.2K | 28,202 | 0.02% | new | NEW |
| Kingsview Wealth Management, LLC | $633.0K | 27,041 | 0.01% | 3q | +2.2%+$13.6K |
| Legacy Capital Wealth Partners, LLC | $624.4K | 26,675 | 0.12% | 4q | +21.6%+$110.8K |
| Claro Advisors Inc. | $600.1K | 25,638 | 0.06% | 3q | +20.1%+$100.4K |
| DHJJ Financial Advisors, Ltd. | $567.1K | 24,226 | 0.16% | 8q | HELD |
| Capasso Planning Partners LLC | $534.2K | 22,820 | 0.27% | 3q | HELD |
| Sigma Planning Corp | $499.9K | 21,354 | 0.01% | new | NEW |
| Chris Bulman Inc | $495.9K | 21,185 | 0.18% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $488.8K | 20,882 | 0.01% | 2q | HELD |
| WINNACLE WEALTH LLC | $478.5K | 20,443 | 0.33% | 2q | +13.8%+$58.0K |
| Arlington Capital Management, Inc. | $467.4K | 19,969 | 0.29% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $452.1K | 19,314 | 0.01% | new | NEW |
| Tradition Wealth Management, LLC | $430.6K | 18,397 | 0.03% | 4q | HELD |
| PRINCIPAL SECURITIES, INC. | $420.7K | 17,974 | 0.01% | 5q | +39.3%+$118.7K |
| Capital Analysts, LLC | $411.0K | 17,546 | 0.01% | 4q | +26.9%+$87.2K |
| Bank of New York Mellon Corp | $396.6K | 16,943 | 0.00% | 2q | +28.2%+$87.2K |
| TRUIST FINANCIAL CORP | $395.1K | 16,881 | 0.00% | 4q | +25.6%+$80.6K |
| OneAscent Financial Services LLC | $319.8K | 13,663 | 0.02% | 2q | +40.5%+$92.2K |
| National Wealth Management Group, LLC | $314.9K | 13,451 | 0.10% | 2q | +46.0%+$99.1K |
| HARBOUR INVESTMENTS, INC. | $310.7K | 13,273 | 0.00% | 2q | +70.3%+$128.3K |
| Baker Avenue Asset Management, LP | $283.6K | 12,116 | 0.01% | 2q | -36.0%-$159.8K |
| MCDONALD PARTNERS LLC | $230.8K | 9,860 | 0.06% | 2q | +9.6%+$20.1K |
| Lunt Capital Management, Inc. | $225.2K | 9,620 | 0.08% | 3q | -2.0%-$4.6K |
| MBE Wealth Management, LLC | $224.3K | 9,582 | 0.08% | new | NEW |
| JANE STREET GROUP, LLC | $213.6K | 9,125 | 0.00% | 2q | -60.9%-$333.0K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $205.8K | 8,794 | 0.06% | new | NEW |
| HighTower Advisors, LLC | $203.0K | 8,671 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $189.3K | 8,085 | 0.01% | 5q | +6.5%+$11.6K |
| IFG Advisory, LLC | $180.8K | 7,725 | 0.01% | 2q | +15.3%+$24.0K |
| IMG Wealth Management, Inc. | $150.0K | 6,410 | 0.08% | 5q | HELD |
| Farther Finance Advisors, LLC | $58.5K | 2,500 | 0.00% | 2q | HELD |
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 | 23 | $22.4M | 945,390 | 3 | 15 | 3 | 0.0% |
| Q2 2026 | 62 | $132.4M | 5,655,609 | 11 | 36 | 6 | 0.0% |
| Q1 2026 | 54 | $75.8M | 3,384,309 | 17 | 25 | 8 | 0.0% |
| Q4 2025 | 38 | $58.9M | 2,573,949 | 11 | 19 | 4 | 0.0% |
| Q3 2025 | 27 | $36.3M | 1,670,613 | 11 | 13 | 2 | 0.0% |
| Q2 2025 | 18 | $23.6M | 1,121,236 | 10 | 7 | 1 | 0.0% |
| Q1 2025 | 11 | $12.9M | 653,981 | 6 | 5 | 0 | 0.0% |
| Q4 2024 | 8 | $10.3M | 547,173 | 5 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $6.0M | 300,984 | 4 | 0 | 0 | 0.0% |