Who Owns FIRST TR EXCHANGE TRADED FD (BUFD)? -- Institutional Holders (2026-06-30)

227 institutions reported holding $1.54B of FIRST TR EXCHANGE TRADED FD (BUFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($335.3M), GW HENSSLER & ASSOCIATES LTD ($119.9M), ENVESTNET ASSET MANAGEMENT INC ($90.2M), OSAIC HOLDINGS, INC. ($68.6M), Cetera Investment Advisers ($68.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$335.3M11.3MAdded
2GW HENSSLER & ASSOCIATES LTD$119.9M4.0MAdded
3ENVESTNET ASSET MANAGEMENT INC$90.2M3.0MTrimmed
4OSAIC HOLDINGS, INC.$68.6M2.3MAdded
5Cetera Investment Advisers$68.4M2.3MAdded
6Centennial Wealth Advisory LLC$53.4M1.8MTrimmed
7Legacy Financial Group LLC$51.7M1.7MTrimmed
8RAYMOND JAMES FINANCIAL INC$41.3M1.4MAdded
9Prime Capital Investment Advisors, LLC$37.2M1.3MAdded
10WELLS FARGO & COMPANY/MN$36.1M1.2MAdded
11Capital Asset Advisory Services LLC$30.0M1.0MAdded
12AXXCESS WEALTH MANAGEMENT, LLC$27.7M931,763New
13HARBOUR INVESTMENTS, INC.$27.1M911,428Added
14Brookstone Capital Management$26.3M886,574Added
15Kestra Advisory Services, LLC$26.1M877,996Added
16TRUIST FINANCIAL CORP$25.3M852,662Trimmed
17MML INVESTORS SERVICES, LLC$23.8M801,494Added
18COMMONWEALTH EQUITY SERVICES, LLC$22.7M764,521Added
19FISCHER INVESTMENT STRATEGIES, LLC$21.0M708,015Trimmed
20RFG Advisory, LLC$17.1M574,494Added
21Royal Bank of Canada$16.4M552,359Trimmed
22Cambridge Investment Research Advisors, Inc.$15.9M536,054Trimmed
23Waverly Advisors, LLC$14.8M499,610Added
24NewEdge Advisors, LLC$12.3M412,978Added
25Stratos Wealth Partners, LTD.$12.0M403,291Trimmed

Source: SEC Form 13F filings · as of 2026-06-30