Who Owns FIRST TR EXCHNG TRADED FD VI (BUFY)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $67.6M of FIRST TR EXCHNG TRADED FD VI (BUFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($17.4M), Prasad Wealth Partners, LLC ($15.0M), ENVESTNET ASSET MANAGEMENT INC ($12.8M), INDEPENDENT FINANCIAL GROUP, LLC ($2.1M), Opus Financial Solutions LLC ($1.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$17.4M742,624Added
2Prasad Wealth Partners, LLC$15.0M639,436New
3ENVESTNET ASSET MANAGEMENT INC$12.8M547,922Added
4INDEPENDENT FINANCIAL GROUP, LLC$2.1M89,112Trimmed
5Opus Financial Solutions LLC$1.8M76,982Added
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M71,746Added
7WEDBUSH SECURITIES INC$1.6M70,247Added
8VIMA LLC$1.6M69,046New
9Cambridge Investment Research Advisors, Inc.$1.6M66,398Added
10Prospera Financial Services Inc$1.3M54,198Added
11McKinley Carter Wealth Services, Inc.$1.1M48,951Trimmed
12Brookstone Capital Management$898,86738,400Added
13Kestra Advisory Services, LLC$883,60537,748Added
14IFP Advisors, Inc$789,03733,708Added
15Kovack Advisors, Inc.$664,46928,459Trimmed
16BIP Wealth, LLC$660,15228,202New
17Claro Advisors LLC$600,12425,638Added
18DHJJ Financial Advisors, Ltd.$567,08324,226Trimmed
19Chris Bulman Inc$495,89921,185Hold
20SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$488,80620,882Hold
21WINNOW WEALTH LLC$478,53020,443Added
22Arlington Capital Management, Inc.$467,43419,969New
23INTEGRITY ALLIANCE, LLC.$452,10219,314New
24PRINCIPAL SECURITIES, INC.$420,73517,974Added
25TRUIST FINANCIAL CORP$395,15016,881Added

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