— Know what they know.
Not Investment Advice

BUFD Institutional Ownership

FT Vest Laddered Deep Buffer ETF
1W: +0.0% 1M: +0.6% 3M: +2.3% YTD: +7.8% 1Y: +10.2% 3Y: +44.4% 5Y: +45.6%
$30.50
+0.10 (+0.33%)
 
Weekly Expected Move ±0.6%
$30 $30 $30 $31 $31
ETF CBOE · AUM $1.9B

Institutional Ownership — BUFD

226
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
34
New Positions
83
Increased
82
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (241 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 11,280,816 $344M +512,318 +4.8% 16Q SEC ↗
2 GW HENSSLER & ASSOCIATES LTD 4,032,792 $123M +19,736 +0.5% 17Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 3,033,853 $93M -10,268 -0.3% 21Q SEC ↗
4 OSAIC HOLDINGS, INC. 2,308,698 $70M +4,332 +0.2% 22Q SEC ↗
5 Cetera Investment Advisers 2,303,098 $70M +177,408 +8.3% 20Q SEC ↗
6 Centennial Wealth Advisory LLC 1,796,034 $55M -29,708 -1.6% 12Q SEC ↗
7 Legacy Financial Group LLC 1,739,605 $53M -267,898 -13.3% 10Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 1,389,492 $42M +28,399 +2.1% 7Q SEC ↗
9 Prime Capital Investment Advisors, LLC 1,253,318 $38M +155,431 +14.2% 3Q SEC ↗
10 WELLS FARGO & COMPANY/MN 1,213,346 $37M +361,492 +42.4% 3Q SEC ↗
11 Capital Asset Advisory Services LLC 1,010,755 $31M +108,794 +12.1% 15Q SEC ↗
12 AXXCESS WEALTH MANAGEMENT, LLC NEW 931,763 $28M — +0.0% 1Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 911,428 $28M +53,741 +6.3% 17Q SEC ↗
14 Brookstone Capital Management 886,574 $27M +121,860 +15.9% 20Q SEC ↗
15 Kestra Advisory Services, LLC 877,996 $27M +11,415 +1.3% 21Q SEC ↗
16 TRUIST FINANCIAL CORP 852,662 $26M -4,024 -0.5% 15Q SEC ↗
17 MML INVESTORS SERVICES, LLC 801,494 $24M +106,883 +15.4% 18Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 764,521 $23M +31,387 +4.3% 22Q SEC ↗
19 CWM, LLC 736,966 $22M +37,459 +5.4% 12Q SEC ↗
20 FISCHER INVESTMENT STRATEGIES, LLC 708,015 $22M -11,720 -1.6% 6Q SEC ↗
21 Coppell Advisory Solutions LLC NEW 586,835 $18M — +0.0% 1Q SEC ↗
22 RFG Advisory, LLC 574,494 $18M +312,199 +119.0% 6Q SEC ↗
23 ROYAL BANK OF CANADA 552,359 $17M -38,202 -6.5% 16Q SEC ↗
24 Cambridge Investment Research Advisors 536,054 $16M -5,918 -1.1% 21Q SEC ↗
25 Waverly Advisors, LLC 499,610 $15M +1,375 +0.3% 3Q SEC ↗
26 NewEdge Advisors, LLC 412,978 $13M +18,797 +4.8% 19Q SEC ↗
27 Stratos Wealth Partners, LTD. 403,291 $12M -5,649 -1.4% 12Q SEC ↗
28 KESTRA PRIVATE WEALTH SERVICES, LLC 402,580 $12M -6,250 -1.5% 14Q SEC ↗
29 MILESTONE ASSET MANAGEMENT, LLC 395,577 $12M -46,910 -10.6% 9Q SEC ↗
30 Integrated Wealth Concepts LLC 380,738 $12M +151,295 +65.9% 12Q SEC ↗
31 Santori & Peters, Inc. 367,507 $11M -947 -0.3% 17Q SEC ↗
32 CreativeOne Wealth, LLC 337,936 $10M +34,588 +11.4% 17Q SEC ↗
33 Simplicity Wealth,LLC 319,453 $10M +37 +0.0% 6Q SEC ↗
34 IMG Wealth Management, Inc. 311,544 $10M +8,418 +2.8% 7Q SEC ↗
35 Mariner, LLC 304,936 $9M -117,161 -27.8% 12Q SEC ↗
36 Private Advisor Group, LLC 299,887 $9M +118,735 +65.5% 12Q SEC ↗
37 Pinnacle Financial Partners, Inc. 289,001 $9M +11,905 +4.3% 3Q SEC ↗
38 Legacy Wealth Managment, LLC/ID 260,471 $8M +5,887 +2.3% 8Q SEC ↗
39 Jacobi Capital Management LLC 255,285 $8M +28,113 +12.4% 11Q SEC ↗
40 WEDBUSH SECURITIES INC 222,051 $7M -12,991 -5.5% 10Q SEC ↗
41 PRECEDENT WEALTH PARTNERS, LLC 198,909 $6M +65,176 +48.7% 8Q SEC ↗
42 Advisory Services Network, LLC 197,488 $6M +10,949 +5.9% 12Q SEC ↗
43 MERCER GLOBAL ADVISORS INC /ADV 177,200 $5M -140,288 -44.2% 2Q SEC ↗
44 Equitable Holdings, Inc. 172,520 $5M +25,112 +17.0% 10Q SEC ↗
45 Sigma Planning Corp 159,261 $5M +1,377 +0.9% 21Q SEC ↗
46 MIRAMONTES CAPITAL, LLC 156,152 $5M -3,564 -2.2% 3Q SEC ↗
47 Prospera Financial Services Inc 149,280 $5M +38,340 +34.6% 5Q SEC ↗
48 Atria Investments, Inc 146,790 $4M -444 -0.3% 5Q SEC ↗
49 HighPoint Advisor Group LLC 144,705 $4M -15,174 -9.5% 3Q SEC ↗
50 Symphony Financial Services, Inc. 136,837 $4M +110,007 +410.0% 7Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +512,318 +4.8% 11,280,816
WELLS FARGO & COMPANY/MN +361,492 +42.4% 1,213,346
RFG Advisory, LLC +312,199 +119.0% 574,494
Cetera Investment Advisers +177,408 +8.3% 2,303,098
Prime Capital Investment Advisors, +155,431 +14.2% 1,253,318
Integrated Wealth Concepts LLC +151,295 +65.9% 380,738
Brookstone Capital Management +121,860 +15.9% 886,574
Private Advisor Group, LLC +118,735 +65.5% 299,887
Symphony Financial Services, Inc. +110,007 +410.0% 136,837
Capital Asset Advisory Services LLC +108,794 +12.1% 1,010,755
MML INVESTORS SERVICES, LLC +106,883 +15.4% 801,494
WEALTH ENHANCEMENT ADVISORY SERVICE +75,182 +215.6% 110,056
Benson Wealth Management INC +65,334 +374.3% 82,790
PRECEDENT WEALTH PARTNERS, LLC +65,176 +48.7% 198,909
HARBOUR INVESTMENTS, INC. +53,741 +6.3% 911,428
IFP Advisors, Inc +48,679 +114.4% 91,238
FOUNDERS FINANCIAL SECURITIES LLC +40,834 +320.0% 53,596
Prospera Financial Services Inc +38,340 +34.6% 149,280
JPMORGAN CHASE & CO +37,896 +2498.1% 39,413
CWM, LLC +37,459 +5.4% 736,966
Biggest Decreases (20)
HolderReducedChange %Total Shares
Legacy Financial Group LLC -267,898 -13.3% 1,739,605
MERCER GLOBAL ADVISORS INC /ADV -140,288 -44.2% 177,200
Mariner, LLC -117,161 -27.8% 304,936
Triad Wealth Partners, LLC -82,884 -50.8% 80,248
Richmond Investment Services, LLC -58,479 -44.2% 73,967
MILESTONE ASSET MANAGEMENT, LLC -46,910 -10.6% 395,577
ROYAL BANK OF CANADA -38,202 -6.5% 552,359
Family Capital Management, Inc. -30,073 -31.7% 64,936
Centennial Wealth Advisory LLC -29,708 -1.6% 1,796,034
HighPoint Advisor Group LLC -15,174 -9.5% 144,705
WEDBUSH SECURITIES INC -12,991 -5.5% 222,051
Perennial Investment Advisors, LLC -11,982 -10.8% 98,547
CENTAURUS FINANCIAL, INC. -11,892 -12.9% 80,437
FISCHER INVESTMENT STRATEGIES, LLC -11,720 -1.6% 708,015
ENVESTNET ASSET MANAGEMENT INC -10,268 -0.3% 3,033,853
Integrity Financial Corp /WA -9,526 -11.3% 75,059
IHT Wealth Management, LLC -9,461 -41.1% 13,566
KESTRA PRIVATE WEALTH SERVICES, LLC -6,250 -1.5% 402,580
Cambridge Investment Research Advis -5,918 -1.1% 536,054
Atlas Private Wealth Advisors -5,885 -7.7% 70,452

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms