13 institutions reported holding $10.2M of FIRST TR EXCHNG TRADED FD VI (BUFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mariner, LLC ($3.5M), Atria Investments, Inc ($3.5M), Western Wealth Management, LLC ($1.3M), CITADEL ADVISORS LLC ($877,703), COMMONWEALTH EQUITY SERVICES, LLC ($413,763). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mariner, LLC | $3.5M | 167,963 | Trimmed |
| 2 | Atria Investments, Inc | $3.5M | 164,566 | Trimmed |
| 3 | Western Wealth Management, LLC | $1.3M | 60,943 | New |
| 4 | CITADEL ADVISORS LLC | $877,703 | 41,592 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $413,763 | 19,607 | Added |
| 6 | Cetera Investment Advisers | $261,484 | 12,391 | New |
| 7 | Stonebridge Financial Planning Group, LLC | $210,647 | 9,982 | New |
| 8 | Benson Wealth Management INC | $89,032 | 4,219 | New |
| 9 | Steward Partners Investment Advisory, LLC | $44,316 | 2,100 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $24,057 | 1,140 | Hold |
| 11 | HARBOUR INVESTMENTS, INC. | $3,904 | 185 | New |
| 12 | UBS Group AG | $21 | 1 | Trimmed |
| 13 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31