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BUFH Institutional Ownership

FT Vest Laddered Max Buffer ETF
1W: +0.1% YTD: +0.3%
$21.71
+0.02 (+0.09%)
 
ETF CBOE · AUM $61.9M

Institutional Ownership — BUFH

23
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
5
New Positions
8
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (23 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Macro Advisors, Inc. 387,003 $8M -38,116 -9.0% 2Q SEC ↗
2 PRECEDENT WEALTH PARTNERS, LLC 323,253 $7M -12,199 -3.6% 3Q SEC ↗
3 Western Wealth Management, LLC 91,594 $2M -8,026 -8.1% 2Q SEC ↗
4 Kingsview Wealth Management, LLC 80,521 $2M +17,979 +28.7% 4Q SEC ↗
5 Cetera Investment Advisers NEW 43,896 $953K — +0.0% 1Q SEC ↗
6 Claro Advisors Inc. 43,627 $947K +11,087 +34.1% 3Q SEC ↗
7 Encompass More Asset Management 38,982 $846K +6,513 +20.1% 2Q SEC ↗
8 Pallas Capital Advisors LLC 32,643 $709K -11,041 -25.3% 3Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 31,755 $690K +12,455 +64.5% 3Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,489 $662K -15,281 -33.4% 2Q SEC ↗
11 INDEPENDENT FINANCIAL GROUP, LLC NEW 26,455 $574K — +0.0% 1Q SEC ↗
12 Mariner, LLC 24,900 $541K +800 +3.3% 3Q SEC ↗
13 ENDEAVOR PRIVATE WEALTH, INC. NEW 16,600 $360K — +0.0% 1Q SEC ↗
14 Kestra Advisory Services, LLC 14,211 $309K -724 -4.8% 2Q SEC ↗
15 NewEdge Advisors, LLC 13,235 $287K +36 +0.3% 3Q SEC ↗
16 WEALTH ENHANCEMENT ADVISORY SERVICES, 12,445 $270K -42,206 -77.2% 4Q SEC ↗
17 COMMONWEALTH EQUITY SERVICES, LLC 10,037 $218K -558 -5.3% 2Q SEC ↗
18 IFG Advisory, LLC 7,385 $160K +935 +14.5% 2Q SEC ↗
19 Integrated Wealth Concepts LLC NEW 4,381 $95K — +0.0% 1Q SEC ↗
20 OSAIC HOLDINGS, INC. NEW 3,917 $85K — +0.0% 1Q SEC ↗
21 HARBOUR INVESTMENTS, INC. 430 $9K — +0.0% 2Q SEC ↗
22 UBS Group AG 372 $8K +161 +76.3% 2Q SEC ↗
23 Cambridge Investment Research Advisors 0 $0K -12,322 -100.0% 3Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (1)
HolderPrev SharesPrev Value
Cambridge Investment Research Advis 12,322 $268K
Biggest Increases (8)
HolderAddedChange %Total Shares
Kingsview Wealth Management, LLC +17,979 +28.7% 80,521
ENVESTNET ASSET MANAGEMENT INC +12,455 +64.5% 31,755
Claro Advisors Inc. +11,087 +34.1% 43,627
Encompass More Asset Management +6,513 +20.1% 38,982
IFG Advisory, LLC +935 +14.5% 7,385
Mariner, LLC +800 +3.3% 24,900
UBS Group AG +161 +76.3% 372
NewEdge Advisors, LLC +36 +0.3% 13,235
Biggest Decreases (8)
HolderReducedChange %Total Shares
WEALTH ENHANCEMENT ADVISORY SERVICE -42,206 -77.2% 12,445
Macro Advisors, Inc. -38,116 -9.0% 387,003
SUSQUEHANNA INTERNATIONAL GROUP, LL -15,281 -33.4% 30,489
PRECEDENT WEALTH PARTNERS, LLC -12,199 -3.6% 323,253
Pallas Capital Advisors LLC -11,041 -25.3% 32,643
Western Wealth Management, LLC -8,026 -8.1% 91,594
Kestra Advisory Services, LLC -724 -4.8% 14,211
COMMONWEALTH EQUITY SERVICES, LLC -558 -5.3% 10,037

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