BUFD institutional holders

FT Vest Laddered Deep Buffer ETF · 221 reporting institutions · $1.6B reported value

Funds that can replace BUFD · BUFD return decomposition

Institutional holdings

Institutions reporting BUFD, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$335.3M23,4582026-06-30
Gw Henssler & Associates Ltd$119.9M02026-06-30
Envestnet Pmc$90.2M602026-06-30
Osaic Holdings, Inc.$68.6M02026-06-30
Cetera Investment Advisers$68.4M10,3702026-06-30
Centennial Wealth Advisory LLC$53.4M102026-06-30
Legacy Financial Group LLC$51.7M82026-06-30
Raymond James Financial Inc$41.3M02026-06-30
Prime Capital Financial$37.2M2652026-06-30
Wells Fargo & Company/mn$36.1M02026-06-30
Capital Asset Advisory Services LLC$30M692026-06-30
Axxcess Wealth Management, LLC$27.7M382026-06-30
Harbour Investments, Inc.$27.1M2472026-06-30
Brookstone Capital Management$26.3M3372026-06-30
Kestra Advisory Services, LLC$26.1M1,4792026-06-30
Truist Financial Corp$25.3M02026-06-30
MML Investors Services, LLC$23.8M5,1202026-06-30
Commonwealth Equity Services, LLC$22.7M2,8632026-06-30
Integrated Wealth Concepts LLC$21.8M4802026-06-30
Fischer Investment Strategies, LLC$21M42026-06-30
Cwm, LLC$20.6M6672026-03-31
Rfg Advisory, LLC$17.1M1912026-06-30
Royal Bank of Canada$16.4M02026-06-30
Waverly Advisors, LLC$14.8M2312026-06-30
Brass Tax Wealth Management, Inc$12.3M02025-09-30
Newedge Advisors$12.3M6012026-06-30
Stratos Wealth Partners, Ltd.$12M3862026-06-30
Kestra Private Wealth Services, LLC$12M2062026-06-30
Milestone Asset Management, LLC$11.8M112026-06-30
Santori & Peters, Inc.$10.9M42026-06-30
Creativeone Wealth, LLC$10M2212026-06-30
Simplicity Wealth, LLC$9.5M02026-06-30
Img Wealth Management, Inc.$9.3M72026-06-30
Mariner, LLC$9.1M02026-06-30
Private Advisor Group, LLC$8.9M9272026-06-30
Pinnacle Financial Partners, Inc.$8.6M02026-06-30
Legacy Wealth Managment, Llc/id$7.7M492026-06-30
Jacobi Capital Management LLC$7.6M322026-06-30
Synovus Financial Corp$7.5M02025-09-30
Precedent Wealth Partners, LLC$5.9M182026-06-30
Advisory Services Network$5.9M2532026-06-30
Mercer Global Advisors Inc /adv$5.3M02026-06-30
Equitable Holdings, Inc.$5.1M02026-06-30
Sigma Planning Corp$4.7M4742026-06-30
Prospera Financial Services, Inc.$4.4M2702026-06-30
Atria Investments, Inc$4.4M62026-06-30
Highpoint Advisor Group LLC$4.3M1142026-06-30
Symphony Financial Services, Inc.$4.1M102026-06-30
Wealth Watch Advisors, Inc$4.1M522026-06-30
Creative Planning$3.7M1,1712026-06-30
Iams Wealth Management, LLC$3.4M532026-06-30
Wealth Enhancement Advisory Services, LLC$3.3M1,0262026-06-30
Apollon Financial, LLC$3M202026-06-30
Perennial Investment Advisors, LLC$2.9M492026-06-30
Sun Financial Inc$2.9M32026-06-30
Compass Financial Services Inc$2.9M72026-06-30
Gladstone Institutional Advisory LLC$2.7M1082026-06-30
Maridea Wealth Management$2.7M382026-06-30
Ifp Advisors, Inc$2.7M3182026-06-30
Kingsview Wealth Management, LLC$2.5M1152026-06-30
Benson Wealth Management, Inc.$2.5M22026-06-30
Five Pine Wealth$2.4M32026-06-30
Triad Wealth Partners, LLC$2.4M492026-06-30
Western Wealth Management, LLC$2.3M1122026-06-30
Richard W. Paul & Associates, LLC$2.3M72026-06-30
Principal Securities, Inc.$2.3M1,4632026-06-30
Integrity Financial Corp /wa$2.2M142026-06-30
Maia Wealth LLC$2.2M412026-06-30
Richmond Investment Services LLC$2.2M142026-06-30
Atlas Private Wealth Advisors$2.1M192026-06-30
Ae Wealth Management LLC$2.1M4712026-06-30
Ascension Capital Advisors, Inc.$2M92026-06-30
Tradition Wealth Management, LLC$2M232026-06-30
Family Capital Management, Inc.$1.9M42026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$1.7M1032026-06-30
Arkadios Wealth Advisors$1.7M2262026-06-30
Claro Advisors Inc.$1.6M202026-06-30
Founders Financial Securities LLC$1.6M1172026-06-30
Sanctuary Advisors, LLC$1.5M4012026-06-30
Walkner Condon Financial Advisors LLC$1.5M152026-06-30
Old Mission Capital LLC$1.5M02026-06-30
Financial Strategies Group, Inc.$1.5M72026-06-30
Echo Wealth Management, LLC$1.4M12026-06-30
Vima LLC$1.3M122026-06-30
Nicholas Wealth, Llc.$1.3M102026-06-30
Steward Partners Investment Advisory, LLC$1.3M4812026-06-30
Ifg Advisory, LLC$1.2M1102026-06-30
Arax Advisory Partners$1.2M2322026-06-30
Jpmorgan Chase & Co$1.2M02026-06-30
Ameritas Advisory Services, LLC$1.2M5502026-06-30
Inspire Advisors, LLC$1.2M752026-06-30
Capasso Planning Partners LLC$1.1M22026-06-30
Lifewealth Investments, LLC$1.1M92026-06-30
Twin Peaks Wealth Advisors, LLC$1.1M102026-06-30
Integrity Alliance, Llc.$1M3532026-06-30
Pallas Capital Advisors, LLC$982.2K272026-06-30
Tounjian Advisory Partners, LLC$977.3K52026-06-30
Aim Capital$926K22026-06-30
Bip Wealth, LLC$923.8K622026-06-30
Hightower Advisors, LLC$915.5K1,0462026-06-30
Mgo One Seven LLC$902.3K1182026-06-30
Valmark Advisers, Inc.$893.7K2952026-06-30
Rockefeller Capital Management LP$876.7K3462026-06-30
Ergawealth Advisors, Inc.$867K22026-06-30
Onedigital Investment Advisors LLC$866.1K3862026-06-30
Concurrent Investment Advisors, LLC$852.9K3492026-06-30
Secured Retirement Advisors, LLC$849.7K52026-06-30
Centura Wealth Advisory$827.4K182026-06-30
Merit Financial Group, LLC$826.8K2952026-06-30
Edgerock Capital LLC$818K122026-06-30
Center for Financial Planning Inc$806.8K172026-06-30
Blueprint Investment Partners LLC$798.4K52026-06-30
Blueprint Financial Advisors$798.4K392026-06-30
L.M. Kohn & Company$762.5K02025-09-30
Harvest Investment Services, LLC$758.7K272026-06-30
Morgan Stanley$757.1K23,1852026-06-30
Global Retirement Partners LLC$752.7K4912026-06-30
Goldman Sachs Group Inc$729.2K02026-06-30
Fsa Advisors, Inc.$713.9K02026-06-30
Mutual Advisors, LLC$694.4K1532026-06-30
Elevation Point Wealth Partners, LLC$687.7K562026-06-30
Vestmark Advisory Solutions, Inc.$687.7K82026-06-30
Cascade Investment Group, Inc.$647.1K42026-06-30
Castleview Partners, LLC$640.2K132026-06-30
Private Trust Co NA$615.5K02026-06-30
Signal Advisors Wealth, LLC$584.9K452026-06-30
Defined Financial Planning LLC$578.3K02025-09-30
Mayfair Advisory Group, LLC$575.5K42026-06-30
Strategic Financial Concepts, LLC$569.3K402026-06-30
Kovack Advisors, Inc.$560.1K2582026-06-30
McKinley Carter Wealth Services, Inc.$556.4K252026-06-30
Strategic Blueprint, LLC$554.1K552026-06-30
Quad-Cities Investment Group, LLC$553.3K72026-06-30
Moneco Advisors, LLC$546.2K502026-06-30
Soltis Investment Advisors LLC$509.3K782026-06-30
Northwestern Mutual Wealth Management Co$504K02026-06-30
Wcg Wealth Advisors LLC$491.6K1302026-06-30
Gps Wealth Strategies Group, LLC$488.9K02025-12-31
MacRo Advisors, Inc.$474.8K02026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$463.4K02026-06-30
Alliance Wealth Advisors, LLC$459.7K62026-06-30
Core Wealth Advisors, Inc.$451.4K112026-06-30
Chris Bulman Inc$445.4K72026-06-30
Alphastar Capital Management, LLC$442.6K1572026-06-30
Great Valley Advisor Group, LLC$433.5K2052026-06-30
White Knight Strategic Wealth Advisors, LLC$425.3K32026-06-30
Citadel Advisors LLC$422.3K02026-06-30
Seia$417.8K1412026-06-30
Captrust Financial Advisors$413.7K9622026-06-30
Adamsbrown Wealth Consultants LLC$408.6K152026-06-30
Planwiser Financial, LLC$407.3K32026-06-30
Iht Wealth Management LLC$403.2K1592026-06-30
Toptier Wealth Management, LLC$396.2K22026-06-30
Onyx Bridge Wealth Group LLC$395.4K222026-06-30
Scs Capital Management LLC$394.1K802026-06-30
Corecap Advisors, LLC$393.2K1182026-06-30
Ausdal Financial Partners, Inc.$383.8K1892026-06-30
Cambridge Advisors Inc.$375.4K42026-06-30
Sowell Financial Services LLC$366.6K1082026-06-30
Clear Creek Financial Management, LLC$355.5K442026-06-30
Cornerstone Wealth Management, LLC$339.2K02026-06-30
Pks Advisory Services, LLC$327.4K462026-06-30
Tempo Wealth$325.8K72026-06-30
Goldenstone Wealth Management LLC$319.5K22026-06-30
Bam Wealth Management LLC$316.5K82026-06-30
Regal Investment Advisors LLC$313.5K1172026-06-30
Global Assets Advisory, LLC$293.5K302026-06-30
Independent Financial Group, LLC$289.2K4812026-06-30
Snowden Capital Advisors LLC$274.2K1222026-06-30
Benjamin Edwards Inc$273.1K02026-06-30
Virtue Capital Management, LLC$269K892026-06-30
Hb Wealth Management, LLC$267.1K1692026-06-30
Golden State Wealth Management, LLC$265K472026-06-30
Encompass More Asset Management$260.9K862026-06-30
Essex Financial Services, Inc.$250.9K332026-06-30
Envestnet Portfolio Solutions, Inc.$247.6K32026-06-30
Summit Wealth Partners, LLC$245K122026-06-30
Advisors Capital Management, LLC$244.1K592026-06-30
Darden Wealth Group Inc$243.8K52026-06-30
Mn Wealth Advisors, LLC$241.5K32026-06-30
Bakeravenue$238.8K352026-06-30
Financial Designs Corp$228.3K32026-06-30
Smith, Moore & Co.$228.2K452026-06-30
Advisor Resource Council$227.8K862026-06-30
Integrated Advisors Network LLC$224.1K792026-06-30
Core Wealth Partners LLC$221.1K52026-06-30
Vise Technologies, Inc.$215.1K02026-06-30
Vestgen Advisors, LLC$210.4K582026-06-30
Farther Finance Advisors, LLC$173.5K3342026-06-30
Fiduciary Financial Advisors$160.7K512026-06-30
International Assets Investment Management, LLC$155.8K1222026-06-30
Blue Bell Private Wealth Management, LLC$109.7K112026-06-30
Assetmark, Inc$109K2202026-06-30
Front Row Advisors LLC$105.2K72026-06-30
Asset Dedication, LLC$92.9K112026-06-30
Ashton Thomas Private Wealth, LLC$74.7K962026-06-30
Dhjj Financial Advisors, Ltd.$66.4K72026-06-30
New. Advisory Services, LLC$66.4K152026-06-30
Private Wealth Asset Management$52K222026-06-30
Creative Financial Designs Inc /adv$42.6K02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$38.3K02026-06-30
Aptus Capital Advisors, LLC$31.1K212026-06-30
Larson Financial Group LLC$29.1K672026-06-30
Rossby Financial, Lcc$26.3K312026-06-30
Coppell Advisory Solutions LLC$22.1K762026-06-30
Archer Investment Corp$17.6K782026-06-30
Cambridge Investment Research Advisors, Inc.$15.2K3,9402026-03-31
Regatta Research & Money Management LLC$14K62026-06-30
Albion Financial Group /ut$10.6K02026-06-30
Ameriflex Group, Inc.$10.4K2122026-06-30
UBS Group AG$8.1K02026-06-30
Silver Grove Financial Group, Inc.$7.1K172026-06-30
Wedbush Securities Inc$6.6K2202026-06-30
Bank of Montreal /can$4.5K02026-06-30
Jfs Wealth Advisors, LLC$2.6K332026-06-30
Jones Financial Companies LLLP$2.6K02026-06-30
Centaurus Financial, Inc.$2.4K4312026-06-30
Smartleaf Asset Management LLC$1.3K92026-06-30
Janney Montgomery Scott LLC$1.3K1,3422026-06-30
Capital Analysts, LLC$9506082026-06-30
Sbi Securities Co., Ltd.$8902026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30