BUFQ institutional holders

FT Vest Laddered Nasdaq Buffer ETF · 191 reporting institutions · $1.2B reported value

Funds that can replace BUFQ · BUFQ return decomposition

Institutional holdings

Institutions reporting BUFQ, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$348M23,4582026-06-30
Cetera Investment Advisers$72.3M10,3702026-06-30
Envestnet Pmc$57M602026-06-30
Stratos Wealth Partners, Ltd.$54.2M3862026-06-30
Osaic Holdings, Inc.$42.8M02026-06-30
Wells Fargo & Company/mn$40.5M02026-06-30
Newedge Advisors$34.8M6012026-06-30
Commonwealth Equity Services, LLC$29.9M2,8632026-06-30
Raymond James Financial Inc$28.2M02026-06-30
MML Investors Services, LLC$24.6M5,1202026-06-30
Centennial Wealth Advisory LLC$22.9M102026-06-30
Royal Bank of Canada$21.1M02026-06-30
Integrated Wealth Concepts LLC$19.9M4802026-06-30
Private Advisor Group, LLC$19.1M9272026-06-30
Equitable Holdings, Inc.$16.4M02026-06-30
Valtinson Bruner Financial Planning LLC$15.9M72026-06-30
Harbour Investments, Inc.$15.2M2472026-06-30
Sequent Planning LLC$12.9M1002026-06-30
Truist Financial Corp$12.2M02026-06-30
Img Wealth Management, Inc.$11.7M72026-06-30
Kestra Advisory Services, LLC$11M1,4792026-06-30
Seros Financial, LLC$10.9M82026-06-30
Flagship Harbor Advisors, LLC$9.2M602026-06-30
Geneos Wealth Management, Inc.$9.1M1932026-06-30
MacRo Advisors, Inc.$8.4M02026-06-30
Gladstone Institutional Advisory LLC$7.7M1082026-06-30
Rivertree Advisors, LLC$7.2M22026-06-30
Legacy Wealth Managment, Llc/id$6.7M492026-06-30
Iams Wealth Management, LLC$6.6M532026-06-30
Prism Advisors, Inc.$6.3M52026-06-30
Mpwm Advisory Solutions, LLC$6.2M152026-06-30
Accel Wealth Management$6.1M102026-06-30
Creative Financial Designs Inc /adv$5.6M02026-06-30
Triton Wealth Management, PLLC$5.3M92026-06-30
Atria Investments, Inc$5M62026-06-30
Gallagher Fiduciary Advisors, LLC$4.9M1262026-06-30
Ifg Advisory, LLC$4.6M1102026-06-30
World Equity Group, Inc.$4.5M562026-06-30
Cwm, LLC$4.4M6672026-03-31
The Pitti Group Wealth Management, LLC$4.4M42026-06-30
Aptus Capital Advisors, LLC$4.3M212026-06-30
Financial Guidance Group, Inc.$4.3M32026-06-30
Twin Peaks Wealth Advisors, LLC$3.8M102026-06-30
Keystone Wealth Services, LLC$3.4M122026-06-30
Advisory Services Network$3.4M2532026-06-30
Kovack Advisors, Inc.$3.3M2582026-06-30
Golden State Wealth Management, LLC$3.3M472026-06-30
Goldenstone Wealth Management LLC$3.2M22026-06-30
Sanctuary Advisors, LLC$3.2M4012026-06-30
Bluedoor Private Wealth, LLC$3.2M62026-06-30
Wealthcare Advisory Partners LLC$3.1M1702026-06-30
Highpoint Advisor Group LLC$3.1M1142026-06-30
Prospera Financial Services, Inc.$3.1M2702026-06-30
Prasad Wealth Partners, LLC$3.1M112026-06-30
Ergawealth Advisors, Inc.$3M22026-06-30
Midwest Financial Group LLC$2.9M112026-06-30
Richmond Investment Services LLC$2.9M142026-06-30
Gateway Wealth Partners, LLC$2.6M1012026-06-30
Maridea Wealth Management$2.5M382026-06-30
Elevation Point Wealth Partners, LLC$2.5M562026-06-30
Vestmark Advisory Solutions, Inc.$2.5M82026-06-30
Oppenheimer & Co. Inc.$2.4M1,1662026-06-30
Wcg Wealth Advisors LLC$2.4M1302026-06-30
Brookstone Capital Management$2.2M3372026-06-30
Catalyst Investment Management LLC$2.2M22026-06-30
Mariner, LLC$2.1M02026-06-30
Ipsen Advisor Group LLC$2.1M32026-06-30
Fiduciary Financial Advisors$2.1M512026-06-30
Hfg Advisors, Inc.$1.9M02026-06-30
Optivise Advisory Services LLC$1.9M232026-06-30
Ignite Planners LLC$1.8M242026-06-30
Rfg Advisory, LLC$1.8M1912026-06-30
Rubicon Advisors, Gp$1.8M112026-06-30
Vima LLC$1.8M122026-06-30
Great Valley Advisor Group, LLC$1.8M2052026-06-30
Foundations Investment Advisors, LLC$1.7M3022026-06-30
Stratos Wealth Advisors, LLC$1.6M712026-06-30
Slt Holdings LLC$1.5M42026-06-30
Hbw Advisory Services LLC$1.5M682026-06-30
Western Wealth Management, LLC$1.4M1122026-06-30
Lexaurum Advisors, LLC$1.4M352026-06-30
Claris Financial LLC$1.2M22026-03-31
Principal Securities, Inc.$1.2M1,4632026-06-30
Nations Financial Group Inc, /ia/ /adv$1.2M02026-06-30
First Heartland Consultants, Inc.$1.1M992026-06-30
Integrity Alliance, Llc.$1.1M3532026-06-30
Intrua Financial, LLC$1.1M362026-06-30
Arkadios Wealth Advisors$1.1M2262026-06-30
Ifp Advisors, Inc$1M3182026-06-30
Ameritas Investment Partners, Inc.$1M72026-06-30
Kestra Private Wealth Services, LLC$998K2062026-06-30
Soltis Investment Advisors LLC$992.6K782026-06-30
Tradition Wealth Management, LLC$988.8K232026-06-30
Creativeone Wealth, LLC$955.7K2212026-06-30
Pcg Wealth Advisors, LLC$930.2K182026-06-30
Procyon$919.2K532026-06-30
Independent Financial Group, LLC$896K4812026-06-30
Bullseye Investment Management, LLC$839K42025-09-30
Novem Group$835.1K322026-06-30
Opus Financial Solutions LLC$834.5K22026-06-30
Harvest Investment Services, LLC$784.4K272026-06-30
Kingsview Wealth Management, LLC$772.4K1152026-06-30
Onedigital Investment Advisors LLC$769.6K3862026-06-30
Ausdal Financial Partners, Inc.$754.8K1892026-06-30
Hightower Advisors, LLC$738.7K1,0462026-06-30
Goldstone Financial Group, LLC$733.2K172026-06-30
Level Four Advisory Services$718.6K1412026-06-30
Chris Bulman Inc$695K72026-06-30
Victory Financial Group, LLC$629.6K562026-06-30
Transcend Capital Advisors, LLC$622.3K02026-06-30
Iht Wealth Management LLC$620.5K1592026-06-30
Axxcess Wealth Management, LLC$619.4K382026-06-30
O'Donnell Financial Services, LLC$617.4K62026-06-30
McKinney Capital Management, LLC$600.4K32026-06-30
Gps Wealth Strategies Group, LLC$590.9K02025-12-31
Wealth Watch Advisors, Inc$580.8K522026-06-30
National Wealth Management Group, LLC$569.9K182026-06-30
New Edge Wealth$560.5K1512026-06-30
Pinnacle Financial Partners, Inc.$554.1K02026-06-30
Jane Street Group, LLC$540.7K02026-06-30
Mgo One Seven LLC$539.4K1182026-06-30
Lighthouse Wealth Management Inc.$528.7K52026-06-30
Dhjj Financial Advisors, Ltd.$519.5K72026-06-30
Collaborative Wealth Managment Inc.$515.3K132026-06-30
Mach-1 Financial Group, LLC$514.9K92026-06-30
Flagstar Securities, Inc$503.3K302026-06-30
Winnacle Wealth, LLC$500.5K62026-06-30
Summit Financial, LLC$466.1K2292026-06-30
Private Trust Co NA$453.8K02026-06-30
Symphony Financial Services, Inc.$453.4K102026-06-30
Stephens Inc /ar$427.9K2432026-06-30
Sovran Advisors, LLC$417.1K702026-06-30
Prosperity Wealth Management, Inc.$415.5K562025-12-31
Stonebridge Financial Planning Group, LLC$410.7K52026-06-30
Accurate Wealth Management, LLC$400.6K492026-06-30
Visionary Wealth Advisors$399.5K462026-06-30
Tounjian Advisory Partners, LLC$386.1K52026-06-30
Ameritas Advisory Services, LLC$375.9K5502026-06-30
Journey Strategic Wealth LLC$358.4K02026-03-31
Hbk Sorce Advisory LLC$351.2K732026-06-30
Balboa Wealth Partners, Inc.$336.9K262026-06-30
Bison Wealth, LLC$333.6K612026-06-30
Stonex Group Inc.$329.9K02026-06-30
Wealth Enhancement Advisory Services, LLC$323.3K1,0262026-06-30
Alphastar Capital Management, LLC$315.7K1572026-06-30
Diligent Investors, LLC$312.2K32026-06-30
Smith, Moore & Co.$297.1K452026-06-30
Sharper & Granite LLC$289.7K42026-06-30
Vise Technologies, Inc.$284.6K02026-06-30
Mercer Global Advisors Inc /adv$281.8K02026-06-30
Synergy Asset Management, LLC$281.4K102026-06-30
Advisory Alpha, LLC$268.8K662026-06-30
Pfg Investments, LLC$260.1K02026-06-30
Cary Street Partners Financial LLC$257.6K02026-06-30
Vestgen Advisors, LLC$255.8K582026-06-30
Advisors Capital Management, LLC$246.4K592026-06-30
McKinley Carter Wealth Services, Inc.$231.8K252026-06-30
Quad-Cities Investment Group, LLC$227.6K72026-06-30
Two Sigma Securities, LLC$216.8K02026-06-30
Bridgeport Financial Solutions$213.6K132026-06-30
Navis Wealth Advisors LLC$210.4K72026-06-30
Oneascent Financial Services LLC$204.4K852026-06-30
Concurrent Investment Advisors, LLC$204.1K3492026-06-30
Bakeravenue$201.8K352026-06-30
Xtx Topco Ltd$201.1K02026-06-30
Rockefeller Capital Management LP$179.9K3462026-06-30
Lanark Financial, Inc.$161.6K692026-06-30
Steward Partners Investment Advisory, LLC$150.7K4812026-06-30
Global Retirement Partners LLC$145.2K4912026-06-30
Tucker Asset Management LLC$144.9K602026-06-30
Assetmark, Inc$142.1K2202026-06-30
Parallel Advisors, LLC$110K752026-06-30
Wolff Wiese Magana LLC$102.1K42026-06-30
Jpmorgan Chase & Co$95.2K02026-06-30
Front Row Advisors LLC$90.7K72026-06-30
Silver Grove Financial Group, Inc.$65.8K172026-06-30
Whipplewood Advisors, LLC$64K52026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$39.8K02026-06-30
Asset Dedication, LLC$34.9K112026-06-30
Coppell Advisory Solutions LLC$34.7K762026-06-30
Cambridge Investment Research Advisors, Inc.$23.3K3,9402026-03-31
Fifth Third Bancorp$18.8K02026-06-30
Financial Network Wealth Advisors LLC$18.7K72026-06-30
Benson Wealth Management, Inc.$15.6K22026-06-30
Ashton Thomas Securities, LLC$7.1K372026-06-30
Janney Montgomery Scott LLC$4.7K1,3422026-06-30
Morgan Stanley$4.1K23,1852026-06-30
Umb Bank, N.A.$2K02026-06-30
Capital Analysts, LLC$1.3K6082026-06-30
Park Avenue Securities LLC$5431,9082026-06-30
Hantz Financial Services, Inc.$43962026-06-30

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