9 institutions reported holding $10.7M of FIRST TR EXCHNG TRADED FD VI (BUFH) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRECEDENT WEALTH PARTNERS, LLC ($6.9M), Claro Advisors LLC ($934,055), Encompass More Asset Management ($834,605), ENVESTNET ASSET MANAGEMENT INC ($679,875), INDEPENDENT FINANCIAL GROUP, LLC ($566,402). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRECEDENT WEALTH PARTNERS, LLC | $6.9M | 323,253 | Trimmed |
| 2 | Claro Advisors LLC | $934,055 | 43,627 | Added |
| 3 | Encompass More Asset Management | $834,605 | 38,982 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $679,875 | 31,755 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $566,402 | 26,455 | New |
| 6 | Kestra Advisory Services, LLC | $304,258 | 14,211 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $266,998 | 12,445 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $214,890 | 10,037 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30