Who Owns FIRST TR EX-TD VIII FT CBOE VEST FUN (BUFR)? -- Institutional Holders (2026-06-30)

568 institutions reported holding $8.26B of FIRST TR EX-TD VIII FT CBOE VEST FUN (BUFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.73B), Cetera Investment Advisers ($513.9M), ENVESTNET ASSET MANAGEMENT INC ($348.8M), COMMONWEALTH EQUITY SERVICES, LLC ($346.2M), OSAIC HOLDINGS, INC. ($298.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.73B47.5MAdded
2Cetera Investment Advisers$513.9M14.1MAdded
3ENVESTNET ASSET MANAGEMENT INC$348.8M9.5MAdded
4COMMONWEALTH EQUITY SERVICES, LLC$346.2M9.5MTrimmed
5OSAIC HOLDINGS, INC.$298.8M8.2MAdded
6RAYMOND JAMES FINANCIAL INC$281.4M7.7MAdded
7MORGAN STANLEY$266.1M7.3MAdded
8Royal Bank of Canada$185.4M5.1MAdded
9WELLS FARGO & COMPANY/MN$142.3M3.9MAdded
10MML INVESTORS SERVICES, LLC$137.6M3.8MAdded
11Cambridge Investment Research Advisors, Inc.$128.9M3.5MAdded
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$124.2M3.4MAdded
13Private Advisor Group, LLC$122.2M3.3MAdded
14TRUIST FINANCIAL CORP$109.3M3.0MAdded
15NewEdge Advisors, LLC$109.0M3.0MAdded
16Kestra Advisory Services, LLC$99.6M2.7MAdded
17HARBOUR INVESTMENTS, INC.$98.1M2.7MAdded
18Howard Capital Management Inc.$93.0M2.5MAdded
19Gladstone Institutional Advisory LLC$76.7M2.1MAdded
20KESTRA PRIVATE WEALTH SERVICES, LLC$67.8M1.9MTrimmed
21Macro Advisors, Inc.$64.7M1.8MTrimmed
22NorthRock Partners, LLC$61.6M1.7MAdded
23Aptus Capital Advisors, LLC$59.4M1.6MAdded
24GUARDIAN WEALTH ADVISORS, LLC / NC$54.2M1.5MAdded
25Janney Montgomery Scott LLC$52.2M1.4MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30