BUFZ Institutional Ownership
FT Vest Laddered Moderate Buffer ETF
1W: +0.0%
1M: +0.6%
3M: +2.4%
YTD: +8.0%
1Y: +10.5%
$28.66
+0.10 (+0.37%)
Weekly Expected Move ±0.6%
$28
$28
$29
$29
$29
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — BUFZ
152
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
813M
Total Invested
28
New Positions
61
Increased
41
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (159 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,630,172 | $133M | +260,486 | +6.0% | 9Q | SEC ↗ |
| 2 | Forge Financial Services LLC | 4,256,825 | $122M | +109,853 | +2.6% | 5Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 3,878,407 | $111M | +931,391 | +31.6% | 7Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 1,553,382 | $45M | -322,124 | -17.2% | 11Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,361,973 | $39M | -1,789 | -0.1% | 9Q | SEC ↗ |
| 6 | Coppell Advisory Solutions LLC NEW | 1,277,163 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 1,111,417 | $32M | +102,494 | +10.2% | 10Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 1,086,392 | $31M | -1,006 | -0.1% | 11Q | SEC ↗ |
| 9 | Jacobi Capital Management LLC | 943,844 | $27M | +62,205 | +7.1% | 7Q | SEC ↗ |
| 10 | CWM, LLC | 906,048 | $26M | +33,001 | +3.8% | 8Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 905,535 | $26M | +17,591 | +2.0% | 11Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 856,887 | $25M | +98,953 | +13.1% | 7Q | SEC ↗ |
| 13 | Rise Advisors, LLC | 706,069 | $20M | +6,951 | +1.0% | 6Q | SEC ↗ |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 660,799 | $19M | +113,814 | +20.8% | 4Q | SEC ↗ |
| 15 | Geneos Wealth Management Inc. | 485,389 | $14M | +18,973 | +4.1% | 7Q | SEC ↗ |
| 16 | CreativeOne Wealth, LLC | 431,458 | $12M | +22,506 | +5.5% | 6Q | SEC ↗ |
| 17 | ARQ WEALTH ADVISORS, LLC NEW | 425,045 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Bullseye Investment Management, LLC | 289,497 | $8M | +15,276 | +5.6% | 1Q | SEC ↗ |
| 19 | Kingsview Wealth Management, LLC | 238,562 | $7M | +58,219 | +32.3% | 10Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 225,909 | $6M | +4,861 | +2.2% | 9Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 212,660 | $6M | +11,215 | +5.6% | 10Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 207,503 | $6M | +100,830 | +94.5% | 6Q | SEC ↗ |
| 23 | BOS Asset Management, LLC NEW | 189,273 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Richmond Investment Services, LLC | 170,429 | $5M | -134,537 | -44.1% | 6Q | SEC ↗ |
| 25 | AdvisorNet Financial, Inc | 165,122 | $5M | +53,095 | +47.4% | 4Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 160,860 | $5M | +45,470 | +39.4% | 7Q | SEC ↗ |
| 27 | Goldenstone Wealth Management LLC | 151,750 | $4M | -3,804 | -2.4% | 3Q | SEC ↗ |
| 28 | Summit Financial, LLC NEW | 131,644 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 29 | DIVERSIFY WEALTH MANAGEMENT, LLC | 126,879 | $4M | +42,785 | +50.9% | 2Q | SEC ↗ |
| 30 | Diversify Advisory Services, LLC NEW | 126,879 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 118,096 | $3M | +7,538 | +6.8% | 6Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC | 113,051 | $3M | +27,975 | +32.9% | 9Q | SEC ↗ |
| 33 | Prospera Financial Services Inc | 100,507 | $3M | +26,732 | +36.2% | 6Q | SEC ↗ |
| 34 | Global Retirement Partners, LLC NEW | 98,870 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | StoneX Group Inc. | 92,585 | $3M | +14,466 | +18.5% | 9Q | SEC ↗ |
| 36 | Brookstone Capital Management | 91,644 | $3M | +11,032 | +13.7% | 10Q | SEC ↗ |
| 37 | Comprehensive Financial Consultants In | 91,357 | $3M | +10,663 | +13.2% | 7Q | SEC ↗ |
| 38 | Visionary Wealth Advisors | 90,584 | $3M | -4,951 | -5.2% | 8Q | SEC ↗ |
| 39 | WOLFF WIESE MAGANA LLC | 83,946 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 40 | FIDUCIARY FINANCIAL ADVISORS NEW | 78,573 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Atlas Private Wealth Advisors | 74,601 | $2M | -1,195 | -1.6% | 8Q | SEC ↗ |
| 42 | Mayfair Advisory Group, LLC | 73,642 | $2M | -2,695 | -3.5% | 9Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 71,750 | $2M | -1,441 | -2.0% | 8Q | SEC ↗ |
| 44 | Gallagher Fiduciary Advisors, LLC | 69,777 | $2M | -2,315 | -3.2% | 9Q | SEC ↗ |
| 45 | Pinnacle Financial Partners, Inc. | 65,704 | $2M | -839 | -1.3% | 3Q | SEC ↗ |
| 46 | Prosperity Financial Group, Inc. | 63,174 | $2M | -8,085 | -11.3% | 5Q | SEC ↗ |
| 47 | Western Wealth Management, LLC | 58,273 | $2M | +25,937 | +80.2% | 6Q | SEC ↗ |
| 48 | Paragon Private Wealth Management, LLC | 53,247 | $2M | +7,228 | +15.7% | 6Q | SEC ↗ |
| 49 | Sunbelt Securities, Inc. | 53,231 | $2M | -14,953 | -21.9% | 8Q | SEC ↗ |
| 50 | Pinnacle Wealth Management Group, Inc. NEW | 52,807 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 1,277,163 | $37M |
| ARQ WEALTH ADVISORS, LLC | 425,045 | $12M |
| BOS Asset Management, LLC | 189,273 | $5M |
| Summit Financial, LLC | 131,644 | $4M |
| Diversify Advisory Services, LLC | 126,879 | $4M |
| Global Retirement Partners, LLC | 98,870 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 78,573 | $2M |
| Pinnacle Wealth Management Group, I | 52,807 | $2M |
| OLD MISSION CAPITAL LLC | 37,079 | $1M |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 34,405 | $986K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 33,611 | $963K |
| CITADEL ADVISORS LLC | 33,340 | $956K |
| PKS Advisory Services, LLC | 32,029 | $918K |
| World Investment Advisors | 30,136 | $864K |
| Kestra Investment Management, LLC | 27,207 | $780K |
| Trilogy Capital Inc. | 20,166 | $578K |
| J.W. COLE ADVISORS, INC. | 14,700 | $421K |
| MBE Wealth Management, LLC | 10,593 | $304K |
| PRINCIPAL SECURITIES, INC. | 9,931 | $285K |
| BENJAMIN EDWARDS INC | 9,927 | $285K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 52,016 | $1M |
| Keystone Wealth Services, LLC | 47,026 | $1M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 18,572 | $532K |
| SLT Holdings LLC | 18,572 | $532K |
| Brookwood Investment Group LLC | 15,918 | $456K |
| Orion Porfolio Solutions, LLC | 13,485 | $386K |
| Independent Advisor Alliance | 10,537 | $302K |
| ARBOR TRUST WEALTH ADVISORS, LLC | 9,920 | $284K |
| Independent Wealth Network Inc. | 8,412 | $241K |
| MidFirst Bank | 3,698 | $106K |
| Silver Grove Financial Group, Inc. | 1,457 | $42K |
| Merkkuri Wealth Advisors LLC | 617 | $18K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 372 | $11K |
| Sound Income Strategies, LLC | 348 | $10K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 96 | $3K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -322,124 | -17.2% | 1,553,382 |
| Richmond Investment Services, LLC | -134,537 | -44.1% | 170,429 |
| JPMORGAN CHASE & CO | -42,689 | -70.8% | 17,636 |
| Gateway Wealth Partners, LLC | -24,601 | -48.7% | 25,895 |
| Sunbelt Securities, Inc. | -14,953 | -21.9% | 53,231 |
| Prosperity Financial Group, Inc. | -8,085 | -11.3% | 63,174 |
| Ergawealth Advisors, Inc. | -7,471 | -12.5% | 52,346 |
| Atria Investments, Inc | -6,957 | -12.5% | 48,875 |
| Equitable Holdings, Inc. | -6,939 | -44.5% | 8,659 |
| Glen Eagle Advisors, LLC | -4,989 | -14.0% | 30,694 |
| Visionary Wealth Advisors | -4,951 | -5.2% | 90,584 |
| Goldenstone Wealth Management LLC | -3,804 | -2.4% | 151,750 |
| WCG Wealth Advisors LLC | -3,000 | -22.7% | 10,200 |
| Mayfair Advisory Group, LLC | -2,695 | -3.5% | 73,642 |
| Wealth Watch Advisors, INC | -2,436 | -19.4% | 10,106 |
| Gallagher Fiduciary Advisors, LLC | -2,315 | -3.2% | 69,777 |
| HBW ADVISORY SERVICES LLC | -1,829 | -14.0% | 11,282 |
| ENVESTNET ASSET MANAGEMENT INC | -1,789 | -0.1% | 1,361,973 |
| AQR CAPITAL MANAGEMENT LLC | -1,441 | -2.0% | 71,750 |
| PRIVATE TRUST CO NA | -1,322 | -3.3% | 39,145 |