BUFQ Institutional Ownership
FT Vest Laddered Nasdaq Buffer ETF
1W: +0.4%
1M: +2.9%
3M: +4.3%
YTD: +13.8%
1Y: +16.9%
3Y: +63.1%
$40.76
+0.19 (+0.47%)
Weekly Expected Move ±1.0%
$40
$40
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$42
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Institutional Ownership — BUFQ
198
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
29
New Positions
97
Increased
57
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (210 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8,862,303 | $361M | +339,818 | +4.0% | 13Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 1,840,918 | $75M | +214,433 | +13.2% | 14Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,450,393 | $59M | +298,270 | +25.9% | 12Q | SEC ↗ |
| 4 | Stratos Wealth Partners, LTD. | 1,379,944 | $56M | +1,047,672 | +315.3% | 13Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 1,090,086 | $44M | +147,001 | +15.6% | 16Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,032,527 | $42M | +457,674 | +79.6% | 3Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 884,967 | $36M | +54,733 | +6.6% | 13Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 761,526 | $31M | +115,190 | +17.8% | 13Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 718,291 | $29M | +80,976 | +12.7% | 7Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 669,250 | $27M | +10,015 | +1.5% | 12Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 627,075 | $26M | +191,130 | +43.8% | 12Q | SEC ↗ |
| 12 | Centennial Wealth Advisory LLC | 584,188 | $24M | +67,533 | +13.1% | 9Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 538,560 | $22M | +1,436 | +0.3% | 11Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 485,448 | $20M | +277,401 | +133.3% | 12Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 417,888 | $17M | +2,105 | +0.5% | 11Q | SEC ↗ |
| 16 | Valtinson Bruner Financial Planning LL | 405,747 | $17M | +15,104 | +3.9% | 13Q | SEC ↗ |
| 17 | HARBOUR INVESTMENTS, INC. | 386,233 | $16M | +8,515 | +2.3% | 17Q | SEC ↗ |
| 18 | Sequent Planning LLC NEW | 327,898 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 311,233 | $13M | +211,646 | +212.5% | 11Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 305,295 | $12M | +7,687 | +2.6% | 11Q | SEC ↗ |
| 21 | IMG Wealth Management, Inc. | 297,371 | $12M | +9,791 | +3.4% | 7Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 281,056 | $11M | +21,345 | +8.2% | 11Q | SEC ↗ |
| 23 | Seros Financial, LLC | 277,068 | $11M | +4,944 | +1.8% | 6Q | SEC ↗ |
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | 234,840 | $10M | +53,479 | +29.5% | 11Q | SEC ↗ |
| 25 | Geneos Wealth Management Inc. | 231,736 | $9M | +4,439 | +2.0% | 7Q | SEC ↗ |
| 26 | Macro Advisors, Inc. | 214,906 | $9M | +179,461 | +506.3% | 2Q | SEC ↗ |
| 27 | Gladstone Institutional Advisory LLC | 195,474 | $8M | -216 | -0.1% | 12Q | SEC ↗ |
| 28 | RiverTree Advisors, LLC | 183,487 | $7M | -5,098 | -2.7% | 11Q | SEC ↗ |
| 29 | Legacy Wealth Managment, LLC/ID | 170,386 | $7M | +8,960 | +5.6% | 8Q | SEC ↗ |
| 30 | IAMS WEALTH MANAGEMENT, LLC | 167,711 | $7M | +18,436 | +12.4% | 10Q | SEC ↗ |
| 31 | Prism Advisors, Inc. | 161,091 | $7M | -5,097 | -3.1% | 9Q | SEC ↗ |
| 32 | MPWM ADVISORY SOLUTIONS, LLC | 158,667 | $6M | +12,915 | +8.9% | 7Q | SEC ↗ |
| 33 | Accel Wealth Management | 156,414 | $6M | +76,966 | +96.9% | 2Q | SEC ↗ |
| 34 | CREATIVE FINANCIAL DESIGNS INC /ADV | 143,587 | $6M | +142 | +0.1% | 4Q | SEC ↗ |
| 35 | Triton Wealth Management, PLLC | 136,111 | $6M | +48,679 | +55.7% | 5Q | SEC ↗ |
| 36 | Atria Investments, Inc | 126,537 | $5M | -1,432 | -1.1% | 8Q | SEC ↗ |
| 37 | Gallagher Fiduciary Advisors, LLC | 123,612 | $5M | -1,694 | -1.4% | 8Q | SEC ↗ |
| 38 | CWM, LLC | 123,586 | $5M | +12,156 | +10.9% | 5Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 119,384 | $5M | +42,489 | +55.3% | 6Q | SEC ↗ |
| 40 | IFG Advisory, LLC | 117,256 | $5M | +116,636 | +18812.3% | 11Q | SEC ↗ |
| 41 | WORLD EQUITY GROUP, INC. | 114,741 | $5M | -169 | -0.1% | 14Q | SEC ↗ |
| 42 | Pitti Group Wealth Management, LLC | 111,014 | $5M | +91 | +0.1% | 7Q | SEC ↗ |
| 43 | Aptus Capital Advisors, LLC | 110,511 | $5M | -7,620 | -6.5% | 10Q | SEC ↗ |
| 44 | Financial Guidance Group, Inc. | 109,791 | $4M | -7,620 | -6.5% | 15Q | SEC ↗ |
| 45 | TWIN PEAKS WEALTH ADVISORS, LLC | 96,498 | $4M | -7,308 | -7.0% | 11Q | SEC ↗ |
| 46 | Keystone Wealth Services, LLC | 87,497 | $4M | +39,801 | +83.4% | 2Q | SEC ↗ |
| 47 | Advisory Services Network, LLC | 86,171 | $4M | +2,443 | +2.9% | 2Q | SEC ↗ |
| 48 | Kovack Advisors, Inc. | 84,665 | $3M | +3,095 | +3.8% | 8Q | SEC ↗ |
| 49 | Golden State Wealth Management, LLC | 83,964 | $3M | -1,019 | -1.2% | 7Q | SEC ↗ |
| 50 | Goldenstone Wealth Management LLC | 81,056 | $3M | -5,941 | -6.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sequent Planning LLC | 327,898 | $13M |
| ELEVATION POINT WEALTH PARTNERS, LL | 64,777 | $3M |
| Vestmark Advisory Solutions, Inc. | 64,777 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 52,283 | $2M |
| VIMA LLC | 44,916 | $2M |
| Intrua Financial, LLC | 27,168 | $1M |
| National Wealth Management Group, L | 14,513 | $592K |
| MGO ONE SEVEN LLC | 13,736 | $560K |
| Lighthouse Wealth Management Inc. | 13,462 | $549K |
| Coppell Advisory Solutions LLC | 12,647 | $515K |
| STEPHENS INC /AR | 10,896 | $444K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 9,833 | $401K |
| Bison Wealth, LLC | 8,537 | $348K |
| AlphaStar Capital Management, LLC | 8,040 | $328K |
| Vise Technologies, Inc. | 7,246 | $295K |
| PFG Investments, LLC | 6,623 | $270K |
| Advisors Capital Management, LLC | 6,274 | $256K |
| TWO SIGMA SECURITIES, LLC | 5,520 | $225K |
| BridgePort Financial Solutions, LLC | 5,440 | $222K |
| Navis Wealth Advisors, LLC | 5,359 | $218K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 300,904 | $12M |
| FOCUS Wealth Advisors, LLC | 167,491 | $7M |
| Concorde Asset Management, LLC | 126,035 | $5M |
| Sigma Planning Corp | 78,927 | $3M |
| CoreCap Advisors, LLC | 62,297 | $3M |
| Orion Porfolio Solutions, LLC | 32,129 | $1M |
| Round Rock Advisors LLC | 11,000 | $448K |
| MATAURO, LLC | 10,206 | $416K |
| WEDBUSH SECURITIES INC | 9,679 | $395K |
| Advisor Resource Council | 9,350 | $381K |
| Atlas Private Wealth Advisors | 8,562 | $349K |
| Diversify Advisory Services, LLC | 8,499 | $346K |
| Ascentis Independent Advisors | 8,015 | $327K |
| Advisory Resource Group | 6,865 | $280K |
| Baer Investment Advisory LLC | 6,779 | $276K |
| Integrated Advisors Network LLC | 5,877 | $240K |
| AE Wealth Management LLC | 2,843 | $116K |
| JONES FINANCIAL COMPANIES LLLP | 980 | $40K |
| Sound Income Strategies, LLC | 258 | $11K |
| FIRST COMMUNITY TRUST NA | 157 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Stratos Wealth Partners, LTD. | +1,047,672 | +315.3% | 1,379,944 |
| WELLS FARGO & COMPANY/MN | +457,674 | +79.6% | 1,032,527 |
| LPL Financial LLC | +339,818 | +4.0% | 8,862,303 |
| ENVESTNET ASSET MANAGEMENT INC | +298,270 | +25.9% | 1,450,393 |
| Private Advisor Group, LLC | +277,401 | +133.3% | 485,448 |
| Cetera Investment Advisers | +214,433 | +13.2% | 1,840,918 |
| TRUIST FINANCIAL CORP | +211,646 | +212.5% | 311,233 |
| MML INVESTORS SERVICES, LLC | +191,130 | +43.8% | 627,075 |
| Macro Advisors, Inc. | +179,461 | +506.3% | 214,906 |
| OSAIC HOLDINGS, INC. | +147,001 | +15.6% | 1,090,086 |
| IFG Advisory, LLC | +116,636 | +18812.3% | 117,256 |
| COMMONWEALTH EQUITY SERVICES, LLC | +115,190 | +17.8% | 761,526 |
| RAYMOND JAMES FINANCIAL INC | +80,976 | +12.7% | 718,291 |
| Accel Wealth Management | +76,966 | +96.9% | 156,414 |
| Centennial Wealth Advisory LLC | +67,533 | +13.1% | 584,188 |
| NewEdge Advisors, LLC | +54,733 | +6.6% | 884,967 |
| FLAGSHIP HARBOR ADVISORS, LLC | +53,479 | +29.5% | 234,840 |
| Triton Wealth Management, PLLC | +48,679 | +55.7% | 136,111 |
| Janney Montgomery Scott LLC | +42,489 | +55.3% | 119,384 |
| Keystone Wealth Services, LLC | +39,801 | +83.4% | 87,497 |