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BUFS Institutional Ownership

FT Vest Laddered Small Cap Moderate Buffer ETF
1W: +0.0% 1M: -1.4% 3M: -0.8% YTD: +8.3%
$24.86
+0.11 (+0.44%)
 
Weekly Expected Move ±0.8%
$24 $25 $25 $25 $25
ETF CBOE · AUM $167.9M

Institutional Ownership — BUFS

52
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
145M
Total Invested
3
New Positions
27
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 888,795 $22M +37,484 +4.4% 7Q SEC ↗
2 NewEdge Advisors, LLC 824,063 $20M +89,737 +12.2% 8Q SEC ↗
3 Cambridge Investment Research Advisors 604,351 $15M -4,485 -0.7% 9Q SEC ↗
4 Centennial Wealth Advisory LLC 466,197 $12M +57,992 +14.2% 6Q SEC ↗
5 Cetera Investment Advisers 408,429 $10M +125,564 +44.4% 7Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 389,359 $10M +60,901 +18.5% 7Q SEC ↗
7 MML INVESTORS SERVICES, LLC 340,159 $8M +272,845 +405.3% 2Q SEC ↗
8 Geneos Wealth Management Inc. 335,044 $8M +1,180 +0.4% 7Q SEC ↗
9 OSAIC HOLDINGS, INC. 298,922 $7M +123,682 +70.6% 8Q SEC ↗
10 Advisory Services Network, LLC 160,889 $4M +2,055 +1.3% 5Q SEC ↗
11 WEALTH ENHANCEMENT ADVISORY SERVICES, 76,876 $2M +54,300 +240.5% 6Q SEC ↗
12 Integrated Wealth Concepts LLC 76,467 $2M +17,850 +30.5% 6Q SEC ↗
13 AssuredPartners Investment Advisors, L 73,676 $2M -2,171 -2.9% 4Q SEC ↗
14 Sanctuary Advisors, LLC 68,321 $2M +1,248 +1.9% 6Q SEC ↗
15 INDEPENDENT FINANCIAL GROUP, LLC 62,455 $2M -2,104 -3.3% 5Q SEC ↗
16 WORLD EQUITY GROUP, INC. 57,634 $1M +20 +0.0% 8Q SEC ↗
17 TRUIST FINANCIAL CORP 56,972 $1M +27,549 +93.6% 4Q SEC ↗
18 Kestra Advisory Services, LLC 43,366 $1M +3,397 +8.5% 3Q SEC ↗
19 Keystone Wealth Services, LLC 42,142 $1M +26,551 +170.3% 2Q SEC ↗
20 CWM, LLC NEW 37,044 $921K — +0.0% 1Q SEC ↗
21 CITADEL ADVISORS LLC 35,406 $880K +14,281 +67.6% 3Q SEC ↗
22 Kovack Advisors, Inc. 33,931 $844K -4,312 -11.3% 3Q SEC ↗
23 Capital Analysts, LLC 32,244 $802K +2,572 +8.7% 7Q SEC ↗
24 COMMONWEALTH EQUITY SERVICES, LLC 29,330 $729K +6,395 +27.9% 8Q SEC ↗
25 IFP Advisors, Inc 28,404 $706K +16,838 +145.6% 4Q SEC ↗
26 Kingsview Wealth Management, LLC 27,478 $683K -322 -1.2% 3Q SEC ↗
27 Claro Advisors Inc. 27,345 $680K +5,734 +26.5% 3Q SEC ↗
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,624 $587K -52,799 -69.1% 3Q SEC ↗
29 Synergy Asset Management, LLC 22,197 $552K -3,889 -14.9% 6Q SEC ↗
30 Capasso Planning Partners LLC 21,882 $544K — +0.0% 3Q SEC ↗
31 NewEdge Wealth, LLC 19,787 $492K -219 -1.1% 2Q SEC ↗
32 WINNACLE WEALTH LLC 19,676 $489K +2,341 +13.5% 2Q SEC ↗
33 LPL Financial LLC NEW 18,616 $463K — +0.0% 1Q SEC ↗
34 SIGNATURE ESTATE & INVESTMENT ADVISORS 18,435 $458K -1,076 -5.5% 2Q SEC ↗
35 OneAscent Financial Services LLC 17,903 $445K +463 +2.7% 7Q SEC ↗
36 DHJJ Financial Advisors, Ltd. 17,622 $438K -550 -3.0% 8Q SEC ↗
37 Legacy Capital Wealth Partners, LLC 17,579 $437K +4,434 +33.7% 4Q SEC ↗
38 ODonnell Financial Services, LLC 17,554 $436K -830 -4.5% 6Q SEC ↗
39 Brookstone Capital Management 15,701 $390K — +0.0% 2Q SEC ↗
40 Tradition Wealth Management, LLC 14,260 $355K — +0.0% 4Q SEC ↗
41 ARQ WEALTH ADVISORS, LLC 12,863 $320K -894 -6.5% 6Q SEC ↗
42 PRINCIPAL SECURITIES, INC. 12,644 $314K +3,123 +32.8% 5Q SEC ↗
43 Mariner, LLC 11,985 $298K +1,700 +16.5% 2Q SEC ↗
44 Ameritas Investment Partners, Inc. 11,490 $286K +965 +9.2% 5Q SEC ↗
45 Bank of New York Mellon Corp NEW 8,650 $215K — +0.0% 1Q SEC ↗
46 HARBOUR INVESTMENTS, INC. 3,637 $90K -150 -4.0% 7Q SEC ↗
47 IFG Advisory, LLC 3,398 $84K — +0.0% 2Q SEC ↗
48 Farther Finance Advisors, LLC 1,100 $27K — +0.0% 2Q SEC ↗
49 ASSETMARK, INC NEW 291 $7K — +0.0% 1Q SEC ↗
50 Legacy Wealth Managment, LLC/ID 0 $0K -72 -100.0% 6Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
CWM, LLC 37,044 $921K
LPL Financial LLC 18,616 $463K
Bank of New York Mellon Corp 8,650 $215K
ASSETMARK, INC 291 $7K
Biggest Increases (20)
HolderAddedChange %Total Shares
MML INVESTORS SERVICES, LLC +272,845 +405.3% 340,159
Cetera Investment Advisers +125,564 +44.4% 408,429
OSAIC HOLDINGS, INC. +123,682 +70.6% 298,922
NewEdge Advisors, LLC +89,737 +12.2% 824,063
RAYMOND JAMES FINANCIAL INC +60,901 +18.5% 389,359
Centennial Wealth Advisory LLC +57,992 +14.2% 466,197
WEALTH ENHANCEMENT ADVISORY SERVICE +54,300 +240.5% 76,876
ENVESTNET ASSET MANAGEMENT INC +37,484 +4.4% 888,795
TRUIST FINANCIAL CORP +27,549 +93.6% 56,972
Keystone Wealth Services, LLC +26,551 +170.3% 42,142
Integrated Wealth Concepts LLC +17,850 +30.5% 76,467
IFP Advisors, Inc +16,838 +145.6% 28,404
CITADEL ADVISORS LLC +14,281 +67.6% 35,406
COMMONWEALTH EQUITY SERVICES, LLC +6,395 +27.9% 29,330
Claro Advisors Inc. +5,734 +26.5% 27,345
Legacy Capital Wealth Partners, LLC +4,434 +33.7% 17,579
Kestra Advisory Services, LLC +3,397 +8.5% 43,366
PRINCIPAL SECURITIES, INC. +3,123 +32.8% 12,644
Capital Analysts, LLC +2,572 +8.7% 32,244
WINNACLE WEALTH LLC +2,341 +13.5% 19,676
Biggest Decreases (13)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -52,799 -69.1% 23,624
Cambridge Investment Research Advis -4,485 -0.7% 604,351
Kovack Advisors, Inc. -4,312 -11.3% 33,931
Synergy Asset Management, LLC -3,889 -14.9% 22,197
AssuredPartners Investment Advisors -2,171 -2.9% 73,676
INDEPENDENT FINANCIAL GROUP, LLC -2,104 -3.3% 62,455
SIGNATURE ESTATE & INVESTMENT ADVIS -1,076 -5.5% 18,435
ARQ WEALTH ADVISORS, LLC -894 -6.5% 12,863
ODonnell Financial Services, LLC -830 -4.5% 17,554
DHJJ Financial Advisors, Ltd. -550 -3.0% 17,622
Kingsview Wealth Management, LLC -322 -1.2% 27,478
NewEdge Wealth, LLC -219 -1.1% 19,787
HARBOUR INVESTMENTS, INC. -150 -4.0% 3,637

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