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FT Vest Buffered Allocation (BUFG)

CUSIP: 33740U778 | NYSE | 169 institutional holders

Quarters

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

Centennial Wealth Advisory LLC896,250
5.5% of portfolio›$26.8M
Commonwealth Equity Services, LLC859,778
0.0% of portfolio›$25.7M
Assetmark, Inc289,452
0.0% of portfolio›$8.7M
Cambridge Investment Research Advisors, Inc.200,644
0.0% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC113,945
0.0% of portfolio›$3.4M
Valtinson Bruner Financial Planning LLC97,517
0.7% of portfolio›$2.9M
Lunt Capital Management, Inc.90,094
1.0% of portfolio›$2.7M
Kestra Advisory Services, LLC83,374
0.0% of portfolio›$2.5M
World Equity Group, Inc.54,601
0.7% of portfolio›$1.6M
Brookstone Capital Management47,370
0.0% of portfolio›$1.4M
Pacific Excel Wealth Advisors, Inc.40,190
1.3% of portfolio›$1.2M
Novem Group32,991
0.1% of portfolio›$986.4K
Atria Investments, Inc30,448
0.0% of portfolio›$910.4K
Onyx Bridge Wealth Group LLC29,977
0.1% of portfolio›$896.3K
Financial Guidance Group, Inc.27,837
0.3% of portfolio›$832.3K
Iams Wealth Management, LLC26,405
0.2% of portfolio›$789.5K
PFG Advisors23,378
0.0% of portfolio›$699.0K
IFP Advisors, Inc21,516
0.0% of portfolio›$643.3K
Wealthcare Advisory Partners LLC21,261
0.0% of portfolio›$635.7K
Tcfg Investment Advisors, LLC20,238
0.2% of portfolio›$605.1K
Farther Finance Advisors, LLC18,821
0.0% of portfolio›$562.7K
Clear Creek Financial Management, LLC18,425
0.0% of portfolio›$550.9K
BAM Wealth Management, LLC16,207
0.3% of portfolio›$484.6K
Dhjj Financial Advisors, Ltd.16,086
0.1% of portfolio›$481.0K
Simplicity Wealth,LLC15,283
0.0% of portfolio›$457.0K
Sigma Planning Corp14,915
0.0% of portfolio›$446.0K
Advisory Solutions Group, LLC14,339
0.1% of portfolio›$428.7K
RFG Advisory, LLC14,063
0.0% of portfolio›$420.5K
Foguth Wealth Management, Llc.10,008
0.0% of portfolio›$299.6K
HBW Advisory Services LLC9,590
0.0% of portfolio›$286.7K
Prospera Financial Services Inc8,623
0.0% of portfolio›$256.8K
Kelly Financial Services LLC7,578
0.0% of portfolio›$226.6K
Cornerstone Wealth Management, LLC6,900
0.0% of portfolio›$206.3K
Financial Network Wealth Advisors LLC4,042
0.1% of portfolio›$120.9K
Reap Financial Group, LLC2,116
0.0% of portfolio›$63.3K
PFS Partners, LLC1,258
0.0% of portfolio›$37.6K
Evolution Wealth Management Inc.1,056
0.0% of portfolio›$31.6K
IMG Wealth Management, Inc.611
0.0% of portfolio›$18.3K
American National Bank & Trust245
0.0% of portfolio›$7.3K
Abound Wealth Management113
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
Centennial Wealth Advisory LLC
896,250$26.8M5.5%ETFLowTraverse City, MI2026-10-16
Commonwealth Equity Services, LLC
859,778$25.7M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
289,452$8.7M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
200,644$6.0M0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
113,945$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Valtinson Bruner Financial Planning LLC
97,517$2.9M0.7%ETFLowNew Brighton, MN2026-11-02
Lunt Capital Management, Inc.
90,094$2.7M1.0%ETFLowHolladay, UT2026-10-30
Kestra Advisory Services, LLC
83,374$2.5M0.0%CoreLowAustin, TX2026-11-02
World Equity Group, Inc.
54,601$1.6M0.7%GrowthMediumSchaumburg, IL2026-10-14
Brookstone Capital Management
47,370$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Pacific Excel Wealth Advisors, Inc.
40,190$1.2M1.3%ETFHighWalnut Creek, CA2026-10-27
Novem Group
32,991$986.4K0.1%ETFMediumRochester, NY2026-10-19
Atria Investments, Inc
30,448$910.4K0.0%CoreMediumCharlotte, NC2026-10-15
Onyx Bridge Wealth Group LLC
29,977$896.3K0.1%ETFMediumTarrytown, NY2026-10-16
Financial Guidance Group, Inc.
27,837$832.3K0.3%ETFVery LowPalm Harbor, FL2026-10-21
Iams Wealth Management, LLC
26,405$789.5K0.2%CoreMediumOmaha, NE2026-10-15
PFG Advisors
23,378$699.0K0.0%ETFMediumPhoenix, AZ2026-10-16
IFP Advisors, Inc
21,516$643.3K0.0%GrowthLowTampa, FL2026-10-16
Wealthcare Advisory Partners LLC
21,261$635.7K0.0%ETFLowWest Chester, PA2026-10-21
Tcfg Investment Advisors, LLC
20,238$605.1K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Farther Finance Advisors, LLC
18,821$562.7K0.0%IndexLowSan Francisco, CA2026-10-08
Clear Creek Financial Management, LLC
18,425$550.9K0.0%ETFMediumSilverdale, WA2026-10-28
BAM Wealth Management, LLC
16,207$484.6K0.3%ETFHighLakewood, CO2026-10-15
Dhjj Financial Advisors, Ltd.
16,086$481.0K0.1%ETFVery LowNaperville, IL2026-10-23
Simplicity Wealth,LLC
15,283$457.0K0.0%ETFLowSummit, NJ2026-10-23
Sigma Planning Corp
14,915$446.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Advisory Solutions Group, LLC
14,339$428.7K0.1%ETFN/APlymouth, MN2026-10-14
RFG Advisory, LLC
14,063$420.5K0.0%ETFMediumBirmingham, AL2026-11-03
Foguth Wealth Management, Llc.
10,008$299.6K0.0%ETFHighBrighton, MI2026-10-19
HBW Advisory Services LLC
9,590$286.7K0.0%ETFMediumSimi Valley, CA2026-10-15
Prospera Financial Services Inc
8,623$256.8K0.0%CoreMediumDallas, TX2026-11-04
Kelly Financial Services LLC
7,578$226.6K0.0%ETFMediumBraintree, MA2026-10-20
Cornerstone Wealth Management, LLC
6,900$206.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Financial Network Wealth Advisors LLC
4,042$120.9K0.1%ETFLowMurray, UT2026-10-28
Reap Financial Group, LLC
2,116$63.3K0.0%ETFLowAustin, TX2026-11-02
PFS Partners, LLC
1,258$37.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
Evolution Wealth Management Inc.
1,056$31.6K0.0%ETFMediumFort Myers, FL2026-10-28
IMG Wealth Management, Inc.
611$18.3K0.0%ETFMediumJacksonville, FL2026-10-27
American National Bank & Trust
245$7.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
Abound Wealth Management
113$3.4K0.0%ETFVery LowFranklin, TN2026-10-26