Who Owns First Tr Vest Laddered Buffer ETF (BUFR)? -- Institutional Holders (2026-06-30)

297 institutions reported holding $2.75B of First Tr Vest Laddered Buffer ETF (BUFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($348.8M), COMMONWEALTH EQUITY SERVICES, LLC ($346.2M), Cambridge Investment Research Advisors, Inc. ($128.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($124.2M), Private Advisor Group, LLC ($122.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$348.8M9.5MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$346.2M9.5MTrimmed
3Cambridge Investment Research Advisors, Inc.$128.9M3.5MAdded
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$124.2M3.4MAdded
5Private Advisor Group, LLC$122.2M3.3MAdded
6TRUIST FINANCIAL CORP$109.3M3.0MAdded
7Kestra Advisory Services, LLC$99.6M2.7MAdded
8Howard Capital Management Inc.$93.0M2.5MAdded
9Gladstone Institutional Advisory LLC$76.7M2.1MAdded
10KESTRA PRIVATE WEALTH SERVICES, LLC$67.8M1.9MTrimmed
11MILESTONE ASSET MANAGEMENT, LLC$38.0M1.0MTrimmed
12Bouchey Financial Group Ltd$34.0M931,941New
13Brookstone Capital Management$33.6M919,740Added
14INDEPENDENT FINANCIAL GROUP, LLC$31.9M872,837Added
15CREATIVE FINANCIAL DESIGNS INC /ADV$28.0M767,287Added
16Merit Financial Group, LLC$27.8M759,755Added
17Ignite Planners, LLC$25.6M702,030Added
18HBW ADVISORY SERVICES LLC$24.8M679,297Added
19Valtinson Bruner Financial Planning LLC$24.2M663,198Added
20Symphony Financial Services, Inc.$22.4M613,484Added
21Holos Integrated Wealth LLC$22.3M610,376Added
22Reyes Financial Architecture, Inc.$21.0M575,955Added
23FLAGSHIP HARBOR ADVISORS, LLC$20.8M568,550Added
24Prospera Financial Services Inc$20.1M549,627Trimmed
25RFG Advisory, LLC$19.7M539,708Trimmed

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