Who Owns FIRST TR EXCHNG TRADED FD VI (BUFY)? -- Institutional Holders (2026-03-31)

55 institutions reported holding $74.3M of FIRST TR EXCHNG TRADED FD VI (BUFY) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($9.8M), Janney Montgomery Scott LLC ($9.7M), Rockefeller Capital Management L.P. ($8.8M), COMMONWEALTH EQUITY SERVICES, LLC ($7.6M), Cetera Investment Advisers ($5.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$9.8M435,658Trimmed
2Janney Montgomery Scott LLC$9.7M434,658New
3Rockefeller Capital Management L.P.$8.8M392,024Trimmed
4COMMONWEALTH EQUITY SERVICES, LLC$7.6M337,704Trimmed
5Cetera Investment Advisers$5.0M224,728Added
6Advisory Services Network, LLC$3.5M155,908Added
7Simplicity Wealth,LLC$2.6M117,633Added
8INDEPENDENT FINANCIAL GROUP, LLC$2.0M89,496New
9AssuredPartners Investment Advisors, LLC$1.7M77,192Trimmed
10Integrated Wealth Concepts LLC$1.5M66,855Added
11WEDBUSH SECURITIES INC$1.3M59,781Added
12Visionary Wealth Advisors$1.3M59,047New
13Cambridge Investment Research Advisors, Inc.$1.3M57,902Added
14McKinley Carter Wealth Services, Inc.$1.1M49,132Added
15Opus Financial Solutions LLC$1.0M45,681Added
16Keystone Wealth Services, LLC$954,32842,642Trimmed
17Brookstone Capital Management$846,77037,836Added
18Prospera Financial Services Inc$806,79836,052Added
19OSAIC HOLDINGS, INC.$797,23935,625New
20Kovack Advisors, Inc.$754,32033,451Trimmed
21MML INVESTORS SERVICES, LLC$712,57931,840Added
22Kestra Advisory Services, LLC$652,10829,138Added
23Mariner, LLC$640,85128,635Added
24Kingsview Wealth Management, LLC$592,22026,462Added
25DHJJ Financial Advisors, Ltd.$544,41624,326Added

Source: SEC Form 13F filings · as of 2026-03-31