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FT Vest Laddered Moderate BU (BUFZ)

CUSIP: 33740U729 | NYSE | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kestra Advisory Services, LLC1,204,116
0.1% of portfolio›$34.4M
Jacobi Capital Management LLC960,297
1.3% of portfolio›$27.4M
Commonwealth Equity Services, LLC884,287
0.0% of portfolio›$25.2M
Truist Financial Corp871,369
0.0% of portfolio›$24.9M
Rise Advisors, LLC704,371
5.7% of portfolio›$20.1M
Kestra Private Wealth Services, LLC638,738
0.2% of portfolio›$18.2M
ARQ Wealth Advisors, LLC413,644
1.4% of portfolio›$11.8M
Cambridge Investment Research Advisors, Inc.307,836
0.0% of portfolio›$8.8M
Bullseye Investment Management, LLC304,382
4.3% of portfolio›$8.7M
Wealth Enhancement Advisory Services, LLC258,427
0.0% of portfolio›$7.4M
BOS Asset Management, LLC203,414
1.4% of portfolio›$5.8M
AdvisorNet Financial, Inc190,780
0.2% of portfolio›$5.5M
Richmond Investment Services, LLC187,136
1.7% of portfolio›$5.3M
Goldenstone Wealth Management LLC153,710
2.8% of portfolio›$4.4M
Diversify Advisory Services, LLC131,698
0.1% of portfolio›$3.8M
Diversify Wealth Management, LLC131,698
0.1% of portfolio›$3.8M
Prospera Financial Services Inc116,732
0.0% of portfolio›$3.3M
Brookstone Capital Management101,082
0.0% of portfolio›$2.9M
Comprehensive Financial Consultants Institutional, Inc.97,913
0.8% of portfolio›$2.8M
StoneX Group Inc.89,814
0.1% of portfolio›$2.6M
Wolff Wiese Magana LLC87,642
1.1% of portfolio›$2.5M
Visionary Wealth Advisors84,516
0.1% of portfolio›$2.4M
Atlas Private Wealth Advisors72,072
0.4% of portfolio›$2.1M
Mayfair Advisory Group, LLC68,278
0.6% of portfolio›$1.9M
Sigma Planning Corp55,637
0.0% of portfolio›$1.6M
Paragon Private Wealth Management, LLC54,602
0.5% of portfolio›$1.6M
Farther Finance Advisors, LLC54,435
0.0% of portfolio›$1.6M
Pinnacle Wealth Management Group, Inc.53,217
0.7% of portfolio›$1.5M
Apollon Wealth Management, LLC51,935
0.0% of portfolio›$1.5M
Legacy Capital Wealth Partners, LLC50,960
0.3% of portfolio›$1.5M
Ergawealth Advisors, Inc.49,500
0.6% of portfolio›$1.4M
Prosperity Financial Group, Inc.47,642
0.4% of portfolio›$1.4M
Adamsbrown Wealth Consultants LLC42,520
0.2% of portfolio›$1.2M
Tounjian Advisory Partners, LLC39,743
0.5% of portfolio›$1.1M
Atria Investments, Inc35,887
0.0% of portfolio›$1.0M
Winebrenner Capital Management LLC35,346
0.6% of portfolio›$1.0M
IFP Advisors, Inc34,906
0.0% of portfolio›$996.1K
Nations Financial Group Inc,34,385
0.0% of portfolio›$981.3K
Private Trust Co NA34,221
0.1% of portfolio›$976.6K
Simplicity Wealth,LLC33,055
0.0% of portfolio›$943.3K
PKS Advisory Services, LLC32,029
0.1% of portfolio›$894.6K
GoalVest Advisory LLC31,769
0.2% of portfolio›$906.6K
Independent Financial Group, LLC24,827
0.0% of portfolio›$708.5K
Prime Capital Investment Advisors, LLC23,762
0.0% of portfolio›$678.1K
Founders Financial Securities LLC22,657
0.0% of portfolio›$646.6K
Tucker Asset Management LLC21,788
0.2% of portfolio›$621.8K
Mcdonald Partners LLC21,500
0.1% of portfolio›$613.6K
Trilogy Capital Inc.20,166
0.0% of portfolio›$575.5K
Koshinski Asset Management, Inc.19,848
0.0% of portfolio›$566.4K
CoreCap Advisors, LLC19,380
0.0% of portfolio›$553.1K
J.W. Cole Advisors, Inc.17,400
0.0% of portfolio›$496.6K
Signature Estate & Investment Advisors LLC17,284
0.0% of portfolio›$493.3K
National Wealth Management Group, LLC16,613
0.1% of portfolio›$474.1K
MBE Wealth Management, LLC15,081
0.2% of portfolio›$430.4K
Iams Wealth Management, LLC14,772
0.1% of portfolio›$421.6K
Verus Capital Partners, LLC13,499
0.0% of portfolio›$385.2K
Davenport & Co LLC12,975
0.0% of portfolio›$370.3K
Uptick Partners, LLC12,695
0.1% of portfolio›$362.3K
Dhjj Financial Advisors, Ltd.12,295
0.1% of portfolio›$350.9K
AlphaStar Capital Management, LLC12,103
0.0% of portfolio›$345.4K
Valtinson Bruner Financial Planning LLC11,805
0.1% of portfolio›$336.9K
World Equity Group, Inc.11,782
0.1% of portfolio›$336.2K
Crumly & Associates Inc.11,587
0.1% of portfolio›$330.7K
Cambridge Advisors Inc.11,545
0.1% of portfolio›$329.5K
Arlington Capital Management Inc10,617
0.2% of portfolio›$303.0K
Bison Wealth, LLC10,375
0.0% of portfolio›$299.1K
Equity Wealth Partners, LLC9,850
0.1% of portfolio›$281.1K
Wealthcare Advisory Partners LLC9,473
0.0% of portfolio›$270.3K
Commonwealth Financial Services, LLC9,445
0.0% of portfolio›$269.5K
Optivise Advisory Services LLC9,055
0.1% of portfolio›$258.4K
Clear Creek Financial Management, LLC7,700
0.0% of portfolio›$219.7K
Apollon Financial, LLC7,556
0.0% of portfolio›$215.6K
Strategic Blueprint, LLC7,496
0.0% of portfolio›$213.9K
Ashton Thomas Securities, LLC6,796
0.0% of portfolio›$193.9K
Lanark Financial, Inc.5,336
0.0% of portfolio›$152.3K
Signature Equity Partners, LLC3,514
0.0% of portfolio›$100.3K
IMG Wealth Management, Inc.2,250
0.0% of portfolio›$64.2K
Noble Wealth Management PBC1,500
0.0% of portfolio›$42.8K
Rossby Financial, LCC1,126
0.0% of portfolio›$32.1K
Vima LLC366
0.0% of portfolio›$10.4K
Cape Investment Advisory, Inc.278
0.0% of portfolio›$7.9K
Assetmark, Inc258
0.0% of portfolio›$7.4K
Cassaday & Co Wealth Management LLC66
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
1,204,116$34.4M0.1%CoreLowAustin, TX2026-11-02
Jacobi Capital Management LLC
960,297$27.4M1.3%CoreLowPittston, PA2026-11-05
Commonwealth Equity Services, LLC
884,287$25.2M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
871,369$24.9M0.0%CoreLowCharlotte, NC2026-10-30
Rise Advisors, LLC
704,371$20.1M5.7%ETFMediumRochester, NY2026-10-16
Kestra Private Wealth Services, LLC
638,738$18.2M0.2%GrowthLowAustin, TX2026-10-30
ARQ Wealth Advisors, LLC
413,644$11.8M1.4%ETFLowScottsdale, AZ2026-10-29
Cambridge Investment Research Advisors, Inc.
307,836$8.8M0.0%ETFLowFairfield, IA2026-11-02
Bullseye Investment Management, LLC
304,382$8.7M4.3%ETFVery HighCincinnati, OH2026-10-29
Wealth Enhancement Advisory Services, LLC
258,427$7.4M0.0%CoreLowPlymouth, MN2026-10-13
BOS Asset Management, LLC
203,414$5.8M1.4%ETFLowSpringfield, IL2026-10-09
AdvisorNet Financial, Inc
190,780$5.5M0.2%ETFLowMinnetonka, MN2026-10-15
Richmond Investment Services, LLC
187,136$5.3M1.7%ETFLowMequon, WI2026-10-29
Goldenstone Wealth Management LLC
153,710$4.4M2.8%GrowthLowEl Dorado Hills, CA2026-11-04
Diversify Advisory Services, LLC
131,698$3.8M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
131,698$3.8M0.1%GrowthMediumSandy, UT2026-10-20
Prospera Financial Services Inc
116,732$3.3M0.0%CoreMediumDallas, TX2026-11-04
Brookstone Capital Management
101,082$2.9M0.0%ETFMediumWheaton, IL2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
97,913$2.8M0.8%CoreMediumBloomington, IN2026-10-15
StoneX Group Inc.
89,814$2.6M0.1%ETFMediumNew York, NY2026-11-03
Wolff Wiese Magana LLC
87,642$2.5M1.1%GrowthLowCarslbad, CA2026-10-15
Visionary Wealth Advisors
84,516$2.4M0.1%ETFLowO'Fallon, IL2026-11-04
Atlas Private Wealth Advisors
72,072$2.1M0.4%ETFLowRed Bank, NJ2026-10-23
Mayfair Advisory Group, LLC
68,278$1.9M0.6%ETFLowBirmingham, AL2026-10-20
Sigma Planning Corp
55,637$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Paragon Private Wealth Management, LLC
54,602$1.6M0.5%GrowthLowLexington, KY2026-10-20
Farther Finance Advisors, LLC
54,435$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Management Group, Inc.
53,217$1.5M0.7%ETFMediumPlymouth, MI2026-10-15
Apollon Wealth Management, LLC
51,935$1.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Legacy Capital Wealth Partners, LLC
50,960$1.5M0.3%CoreMediumLittle Rock, AR2026-10-21
Ergawealth Advisors, Inc.
49,500$1.4M0.6%ETFMediumOak Brook, IL2026-10-21
Prosperity Financial Group, Inc.
47,642$1.4M0.4%GrowthMediumSan Ramon, CA2026-10-29
Adamsbrown Wealth Consultants LLC
42,520$1.2M0.2%ETFLowWichita, KS2026-10-20
Tounjian Advisory Partners, LLC
39,743$1.1M0.5%GrowthHighFort Myers, FL2026-11-04
Atria Investments, Inc
35,887$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Winebrenner Capital Management LLC
35,346$1.0M0.6%ETFLowLouisville, KY2026-10-07
IFP Advisors, Inc
34,906$996.1K0.0%GrowthLowTampa, FL2026-10-16
Nations Financial Group Inc,
34,385$981.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Private Trust Co NA
34,221$976.6K0.1%CoreLowCleveland, OH2026-10-20
Simplicity Wealth,LLC
33,055$943.3K0.0%ETFLowSummit, NJ2026-10-23
PKS Advisory Services, LLC
32,029$894.6K0.1%ETFMediumAlbany, NY2026-10-26
GoalVest Advisory LLC
31,769$906.6K0.2%ETFMediumNew York, NY2026-10-02
Independent Financial Group, LLC
24,827$708.5K0.0%GrowthLowSan Diego, CA2026-10-13
Prime Capital Investment Advisors, LLC
23,762$678.1K0.0%ETFLowOverland Park, KS2026-10-20
Founders Financial Securities LLC
22,657$646.6K0.0%ETFMediumTowson, MD2026-10-28
Tucker Asset Management LLC
21,788$621.8K0.2%ETFMediumLittleton, CO2026-10-29
Mcdonald Partners LLC
21,500$613.6K0.1%CoreLowCleveland, OH2026-11-03
Trilogy Capital Inc.
20,166$575.5K0.0%ETFMediumIrvine, CA2026-10-20
Koshinski Asset Management, Inc.
19,848$566.4K0.0%ETFLowDecatur, IL2026-10-29
CoreCap Advisors, LLC
19,380$553.1K0.0%ETFMediumSouthfield, MI2026-10-08
J.W. Cole Advisors, Inc.
17,400$496.6K0.0%IndexLowTampa, FL2026-11-05
Signature Estate & Investment Advisors LLC
17,284$493.3K0.0%ETFMediumLos Angeles, CA2026-10-13
National Wealth Management Group, LLC
16,613$474.1K0.1%ETFMediumCincinnati, OH2026-10-26
MBE Wealth Management, LLC
15,081$430.4K0.2%ETFVery LowTomah, WI2026-10-26
Iams Wealth Management, LLC
14,772$421.6K0.1%CoreMediumOmaha, NE2026-10-15
Verus Capital Partners, LLC
13,499$385.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Davenport & Co LLC
12,975$370.3K0.0%CoreMediumRichmond, VA2026-10-14
Uptick Partners, LLC
12,695$362.3K0.1%ETFLowNacogdoches, TX2026-11-04
Dhjj Financial Advisors, Ltd.
12,295$350.9K0.1%ETFVery LowNaperville, IL2026-10-23
AlphaStar Capital Management, LLC
12,103$345.4K0.0%ETFMediumCornelius, NC2026-10-16
Valtinson Bruner Financial Planning LLC
11,805$336.9K0.1%ETFLowNew Brighton, MN2026-11-02
World Equity Group, Inc.
11,782$336.2K0.1%GrowthMediumSchaumburg, IL2026-10-14
Crumly & Associates Inc.
11,587$330.7K0.1%ETFMediumSpringfield, IL2026-10-07
Cambridge Advisors Inc.
11,545$329.5K0.1%ETFVery LowOmaha, NE2026-10-19
Arlington Capital Management Inc
10,617$303.0K0.2%GARPHighArlington Heights, IL2026-10-30
Bison Wealth, LLC
10,375$299.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Equity Wealth Partners, LLC
9,850$281.1K0.1%ETFVery LowIndependence, MO2026-10-26
Wealthcare Advisory Partners LLC
9,473$270.3K0.0%ETFLowWest Chester, PA2026-10-21
Commonwealth Financial Services, LLC
9,445$269.5K0.0%ETFMediumVienna, WV2026-10-20
Optivise Advisory Services LLC
9,055$258.4K0.1%ETFMediumFranklin, TN2026-10-19
Clear Creek Financial Management, LLC
7,700$219.7K0.0%ETFMediumSilverdale, WA2026-10-28
Apollon Financial, LLC
7,556$215.6K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Strategic Blueprint, LLC
7,496$213.9K0.0%ETFLowAtlanta, GA2026-10-22
Ashton Thomas Securities, LLC
6,796$193.9K0.0%ETFMediumRochester, NY2026-10-26
Lanark Financial, Inc.
5,336$152.3K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
3,514$100.3K0.0%GrowthMediumColumbus, OH2026-10-29
IMG Wealth Management, Inc.
2,250$64.2K0.0%ETFMediumJacksonville, FL2026-10-27
Noble Wealth Management PBC
1,500$42.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Rossby Financial, LCC
1,126$32.1K0.0%ETFMediumMelbourne, FL2026-11-05
Vima LLC
366$10.4K0.0%CoreLowTroy, MI2026-10-23
Cape Investment Advisory, Inc.
278$7.9K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
258$7.4K0.0%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
66$1.9K0.0%ETFVery LowMclean, VA2026-10-27