Who Owns First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf (BUFG)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $132.9M of First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf (BUFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($31.8M), ENVESTNET ASSET MANAGEMENT INC ($31.2M), Centennial Wealth Advisory LLC ($22.5M), ASSETMARK, INC ($8.3M), Cambridge Investment Research Advisors, Inc. ($5.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$31.8M1.1MAdded
2ENVESTNET ASSET MANAGEMENT INC$31.2M1.1MTrimmed
3Centennial Wealth Advisory LLC$22.5M765,916Added
4ASSETMARK, INC$8.3M284,509Added
5Cambridge Investment Research Advisors, Inc.$5.7M195,614Added
6WORLD EQUITY GROUP, INC.$5.0M170,648Added
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.4M113,545Added
8Valtinson Bruner Financial Planning LLC$3.2M109,900Added
9TRANSCEND CAPITAL ADVISORS, LLC$3.2M109,295Added
10Lunt Capital Management, Inc.$2.5M86,670Trimmed
11Kestra Advisory Services, LLC$2.2M73,735Added
12Brookstone Capital Management$1.4M46,392Trimmed
13NOVEM GROUP$967,15132,991Trimmed
14Gateway Wealth Partners, LLC$937,53831,981Trimmed
15Onyx Bridge Wealth Group LLC$878,79429,977Hold
16Financial Guidance Group, Inc.$821,92128,037Hold
17IAMS WEALTH MANAGEMENT, LLC$762,55726,012Added
18PFG Advisors$676,86823,089Trimmed
19Private Advisor Group, LLC$671,09222,892Trimmed
20Wealthcare Advisory Partners LLC$623,27921,261Hold
21IFP Advisors, Inc$596,16220,336Added
22TCFG Investment Advisors, LLC$593,28920,238Trimmed
23Farther Finance Advisors, LLC$555,61918,953Trimmed
24Clear Creek Financial Management, LLC$554,79818,925Trimmed
25DHJJ Financial Advisors, Ltd.$519,64917,726Trimmed

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