IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

FT Vest Buffered Allocation (BUFT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Centennial Wealth Advisory LLC
INCREASED
Shares666,442 from 648,162
Change+18,280 (+3%)
Value$17.6M (+$800.9K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares127,230 from 125,437
Change+1,793 (+1%)
Value$3.4M (+$109.9K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares76,062 from 81,899
Change-5,837 (-7%)
Value$2.0M (-$113.1K)
Filed 2026-11-02
Lunt Capital Management, Inc.
INCREASED
Shares71,685 from 69,599
Change+2,086 (+3%)
Value$1.9M (+$89.8K)
Filed 2026-10-30
Brookstone Capital Management
NEW
Shares68,940
Change+68,940
Value$1.8M
Filed 2026-10-22
Financial Network Wealth Advisors LLC
DECREASED
Shares43,527 from 43,765
Change-238 (-1%)
Value$1.1M (+$15.6K)
Filed 2026-10-28
Financial Guidance Group, Inc.
UNCHANGED
Shares40,375 from 40,375
Change0 (0%)
Value$1.1M (+$20.2K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares36,365 from 36,365
Change0 (0%)
Value$959.5K (+$18.2K)
Filed 2026-11-02
Advisory Solutions Group, LLC
NEW
Shares31,483
Change+31,483
Value$830.7K
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares23,672 from 14,749
Change+8,923 (+61%)
Value$624.6K (+$242.8K)
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
NEW
Shares19,856
Change+19,856
Value$523.9K
Filed 2026-10-27
Kestra Advisory Services, LLC
NEW
Shares18,190
Change+18,190
Value$479.9K
Filed 2026-11-02
Quad-Cities Investment Group, LLC
UNCHANGED
Shares15,391 from 15,391
Change0 (0%)
Value$406.1K (+$7.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,051 from 19,749
Change-4,698 (-24%)
Value$397.0K (-$114.0K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares12,993 from 30,747
Change-17,754 (-58%)
Value$342.8K (-$453.1K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares12,839 from 9,064
Change+3,775 (+42%)
Value$338.7K (+$104.1K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares12,707 from 12,707
Change0 (0%)
Value$336.5K (+$6.5K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
DECREASED
Shares11,472 from 11,770
Change-298 (-3%)
Value$302.7K (-$2.0K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares11,248 from 11,248
Change0 (0%)
Value$296.8K (+$5.6K)
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares8,623 from 8,623
Change0 (0%)
Value$227.5K (+$4.3K)
Filed 2026-10-16
Reap Financial Group, LLC
NEW
Shares8,356
Change+8,356
Value$220.5K
Filed 2026-11-02
Kestra Investment Management, LLC
UNCHANGED
Shares8,076 from 8,076
Change0 (0%)
Value$213.1K (+$4.0K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares5,515 from 8,336
Change-2,821 (-34%)
Value$145.5K (-$70.3K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,020 from 2,370
Change-350 (-15%)
Value$53.3K (-$8.1K)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$41.8K (+$791)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
NEW
Shares1,526
Change+1,526
Value$40.3K
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$7.1K (+$134)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$2.6K
Filed 2026-10-27
Iams Wealth Management, LLC
CLOSED
Shares0 from 7,971
Change-7,971 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$3.9K)
Filed 2026-11-03
Glen Eagle Advisors, LLC
N/A
Shares— from 786,105
Change-786,105 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 717,084
Change-717,084 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 342,394
Change-342,394 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 247,105
Change-247,105 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 217,213
Change-217,213 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 207,428
Change-207,428 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 179,043
Change-179,043 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 145,504
Change-145,504 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,773
Change-126,773 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 122,626
Change-122,626 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 79,037
Change-79,037 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 57,618
Change-57,618 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 57,523
Change-57,523 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40,375
Change-40,375 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 39,794
Change-39,794 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 37,938
Change-37,938 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 36,686
Change-36,686 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 32,309
Change-32,309 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,067
Change-31,067 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 22,887
Change-22,887 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 429
Change-429 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Status
Centennial Wealth Advisory LLC
INCREASED666,442648,162+18,280+3%$16.8M$17.6M+$800.9K2026-10-16
Assetmark, Inc
INCREASED127,230125,437+1,793+1%$3.2M$3.4M+$109.9K2026-10-21
Commonwealth Equity Services, LLC
DECREASED76,06281,899-5,837-7%$2.1M$2.0M-$113.1K2026-11-02
Lunt Capital Management, Inc.
INCREASED71,68569,599+2,086+3%$1.8M$1.9M+$89.8K2026-10-30
Brookstone Capital Management
NEW68,940—+68,940——$1.8M—2026-10-22
Financial Network Wealth Advisors LLC
DECREASED43,52743,765-238-1%$1.1M$1.1M+$15.6K2026-10-28
Financial Guidance Group, Inc.
UNCHANGED40,37540,37500%$1.0M$1.1M+$20.2K2026-10-21
Valtinson Bruner Financial Planning LLC
UNCHANGED36,36536,36500%$941.3K$959.5K+$18.2K2026-11-02
Advisory Solutions Group, LLC
NEW31,483—+31,483——$830.7K—2026-10-14
Truist Financial Corp
INCREASED23,67214,749+8,923+61%$381.8K$624.6K+$242.8K2026-10-30
Pacific Excel Wealth Advisors, Inc.
NEW19,856—+19,856——$523.9K—2026-10-27
Kestra Advisory Services, LLC
NEW18,190—+18,190——$479.9K—2026-11-02
Quad-Cities Investment Group, LLC
UNCHANGED15,39115,39100%$398.4K$406.1K+$7.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED15,05119,749-4,698-24%$511.0K$397.0K-$114.0K2026-11-02
Atria Investments, Inc
DECREASED12,99330,747-17,754-58%$795.9K$342.8K-$453.1K2026-10-15
Meridian Wealth Management, LLC
INCREASED12,8399,064+3,775+42%$234.6K$338.7K+$104.1K2026-11-05
Wealth Enhancement Advisory Services, LLC
UNCHANGED12,70712,70700%$330.0K$336.5K+$6.5K2026-10-13
Tounjian Advisory Partners, LLC
DECREASED11,47211,770-298-3%$304.7K$302.7K-$2.0K2026-11-04
Barrett & Company, Inc.
UNCHANGED11,24811,24800%$291.2K$296.8K+$5.6K2026-10-22
IFP Advisors, Inc
UNCHANGED8,6238,62300%$223.2K$227.5K+$4.3K2026-10-16
Reap Financial Group, LLC
NEW8,356—+8,356——$220.5K—2026-11-02
Kestra Investment Management, LLC
UNCHANGED8,0768,07600%$209.0K$213.1K+$4.0K2026-11-04
Evolution Wealth Management Inc.
DECREASED5,5158,336-2,821-34%$215.8K$145.5K-$70.3K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED2,0202,370-350-15%$61.3K$53.3K-$8.1K2026-10-23
Trust Co
UNCHANGED1,5841,58400%$41.0K$41.8K+$7912026-10-09
Birchwood Financial Partners, Inc.
NEW1,526—+1,526——$40.3K—2026-11-02
American National Bank & Trust
UNCHANGED26926900%$7.0K$7.1K+$1342026-10-07
Latitude Advisors, LLC
NEW100—+100——$2.6K—2026-10-27
Iams Wealth Management, LLC
CLOSED07,971-7,971-100%$206.3K$0-$206.3K2026-10-15
JFS Wealth Advisors, LLC
CLOSED0149-149-100%$3.9K$0-$3.9K2026-11-03
Glen Eagle Advisors, LLC
N/A—786,105-786,105-100%$20.3M———
LPL Financial LLC
N/A—717,084-717,084-100%$18.6M———
Envestnet Asset Management Inc
N/A—342,394-342,394-100%$8.9M———
Geneos Wealth Management Inc.
N/A—247,105-247,105-100%$6.4M———
Cetera Investment Advisers
N/A—217,213-217,213-100%$5.6M———
Legacy Wealth Managment, LLC
N/A—207,428-207,428-100%$5.4M———
Arkadios Wealth Advisors
N/A—179,043-179,043-100%$4.6M———
Pinnacle Financial Partners, Inc.
N/A—145,504-145,504-100%$3.8M———
Osaic Holdings, Inc.
N/A—126,773-126,773-100%$3.3M———
Harbour Investments, Inc.
N/A—122,626-122,626-100%$3.2M———
SageGuard Financial Group, LLC
N/A—79,037-79,037-100%$2.0M———
Marshall Financial Group, LLC
N/A—57,618-57,618-100%$1.5M———
Sanctuary Advisors, LLC
N/A—57,523-57,523-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—40,375-40,375-100%$1.0M———
Summit Financial, LLC
N/A—39,794-39,794-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—37,938-37,938-100%$982.0K———
Gateway Wealth Partners, LLC
N/A—36,686-36,686-100%$949.6K———
Raymond James Financial Inc
N/A—32,309-32,309-100%$836.3K———
Integrated Wealth Concepts LLC
N/A—31,067-31,067-100%$804.2K———
Jaffetilchin Investment Partners, LLC
N/A—22,887-22,887-100%$592.4K———
Ameritas Advisory Services, LLC
N/A—17,048-17,048-100%$441.3K———
NewEdge Advisors, LLC
N/A—11,228-11,228-100%$290.6K———
Tradition Wealth Management, LLC
N/A—8,976-8,976-100%$232.3K———
Centaurus Financial, Inc.
N/A—8,604-8,604-100%$223.0K———
Janney Montgomery Scott LLC
N/A—8,291-8,291-100%$215.0K———
Front Row Advisors LLC
N/A—2,675-2,675-100%$70.2K———
Arax Advisory Partners
N/A—2,075-2,075-100%$53.7K———
Fiduciary Financial Advisors
N/A—1,929-1,929-100%$49.9K———
Capital Analysts, LLC
N/A—1,279-1,279-100%$33.0K———
Global Retirement Partners, LLC
N/A—1,132-1,132-100%$29.3K———
Huntington National Bank
N/A—1,000-1,000-100%$25.9K———
N.E.W. Advisory Services LLC
N/A—1,000-1,000-100%$25.9K———
Benson Wealth Management Inc
N/A—429-429-100%$11.1K———
Nova Wealth Management, Inc.
N/A—339-339-100%$8.8K———
Caitlin John, LLC
N/A—302-302-100%$7.8K———
JPMorgan Chase & Co
N/A—200-200-100%$5.2K———
AE Wealth Management LLC
N/A—78-78-100%$2.0K———
Showing 67 of 67 institutions