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FT Vest Buffered Allocation (BUFG)

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
Shares896,250 from 765,916
Change+130,334 (+17%)
Value$26.8M (+$4.4M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares859,778 from 1,084,987
Change-225,209 (-21%)
Value$25.7M (-$6.1M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares289,452 from 284,509
Change+4,943 (+2%)
Value$8.7M (+$314.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares200,644 from 195,614
Change+5,030 (+3%)
Value$6.0M (+$264.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares113,945 from 113,545
Change+400 (+0%)
Value$3.4M (+$85.8K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares97,517 from 109,900
Change-12,383 (-11%)
Value$2.9M (-$306.0K)
Filed 2026-11-02
Lunt Capital Management, Inc.
INCREASED
Shares90,094 from 86,670
Change+3,424 (+4%)
Value$2.7M (+$153.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares83,374 from 73,735
Change+9,639 (+13%)
Value$2.5M (+$331.3K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares54,601 from 170,648
Change-116,047 (-68%)
Value$1.6M (-$3.4M)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares47,370 from 46,392
Change+978 (+2%)
Value$1.4M (+$56.4K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW
Shares40,190
Change+40,190
Value$1.2M
Filed 2026-10-27
Novem Group
UNCHANGED
Shares32,991 from 32,991
Change0 (0%)
Value$986.4K (+$19.3K)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares30,448 from 9,157
Change+21,291 (+233%)
Value$910.4K (+$642.0K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares29,977 from 29,977
Change0 (0%)
Value$896.3K (+$17.5K)
Filed 2026-10-16
Financial Guidance Group, Inc.
DECREASED
Shares27,837 from 28,037
Change-200 (-1%)
Value$832.3K (+$10.4K)
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares26,405 from 26,012
Change+393 (+2%)
Value$789.5K (+$27.0K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares23,378 from 23,089
Change+289 (+1%)
Value$699.0K (+$22.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares21,516 from 20,336
Change+1,180 (+6%)
Value$643.3K (+$47.2K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED
Shares21,261 from 21,261
Change0 (0%)
Value$635.7K (+$12.4K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED
Shares20,238 from 20,238
Change0 (0%)
Value$605.1K (+$11.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares18,821 from 18,953
Change-132 (-1%)
Value$562.7K (+$7.1K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
DECREASED
Shares18,425 from 18,925
Change-500 (-3%)
Value$550.9K (-$3.9K)
Filed 2026-10-28
BAM Wealth Management, LLC
INCREASED
Shares16,207 from 14,412
Change+1,795 (+12%)
Value$484.6K (+$62.1K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED
Shares16,086 from 17,726
Change-1,640 (-9%)
Value$481.0K (-$38.7K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares15,283 from 8,680
Change+6,603 (+76%)
Value$457.0K (+$202.5K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares14,915 from 16,825
Change-1,910 (-11%)
Value$446.0K (-$47.3K)
Filed 2026-10-23
Advisory Solutions Group, LLC
NEW
Shares14,339
Change+14,339
Value$428.7K
Filed 2026-10-14
RFG Advisory, LLC
NEW
Shares14,063
Change+14,063
Value$420.5K
Filed 2026-11-03
Foguth Wealth Management, Llc.
DECREASED
Shares10,008 from 10,232
Change-224 (-2%)
Value$299.6K (+$100)
Filed 2026-10-19
HBW Advisory Services LLC
UNCHANGED
Shares9,590 from 9,590
Change0 (0%)
Value$286.7K (+$5.6K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares8,623 from 8,226
Change+397 (+5%)
Value$256.8K (+$15.7K)
Filed 2026-11-04
Kelly Financial Services LLC
DECREASED
Shares7,578 from 7,944
Change-366 (-5%)
Value$226.6K (-$6.3K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
NEW
Shares6,900
Change+6,900
Value$206.3K
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$120.9K (+$2.4K)
Filed 2026-10-28
Reap Financial Group, LLC
DECREASED
Shares2,116 from 2,153
Change-37 (-2%)
Value$63.3K (+$152)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$37.6K (+$735)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares1,056 from 989
Change+67 (+7%)
Value$31.6K (+$2.6K)
Filed 2026-10-28
IMG Wealth Management, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$18.3K (+$357)
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$7.3K (+$143)
Filed 2026-10-07
Abound Wealth Management
NEW
Shares113
Change+113
Value$3.4K
Filed 2026-10-26
Larson Financial Group LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-03
Envestnet Asset Management Inc
N/A
Shares— from 1,063,649
Change-1,063,649 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 675,892
Change-675,892 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 437,729
Change-437,729 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 401,362
Change-401,362 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 269,133
Change-269,133 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 240,658
Change-240,658 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 225,181
Change-225,181 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 199,739
Change-199,739 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 169,744
Change-169,744 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 142,866
Change-142,866 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 118,508
Change-118,508 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 109,295
Change-109,295 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 106,394
Change-106,394 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 72,194
Change-72,194 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 63,251
Change-63,251 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 61,095
Change-61,095 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,636
Change-60,636 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 51,547
Change-51,547 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 50,209
Change-50,209 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 48,136
Change-48,136 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 45,178
Change-45,178 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 38,760
Change-38,760 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,528
Change-38,528 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 35,705
Change-35,705 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 34,868
Change-34,868 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 33,155
Change-33,155 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 31,981
Change-31,981 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 31,483
Change-31,483 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,516
Change-28,516 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 26,833
Change-26,833 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,892
Change-22,892 (-100%)
Value—
American Trust
N/A
Shares— from 21,730
Change-21,730 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,623
Change-17,623 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,002
Change-12,002 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,662
Change-11,662 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,831
Change-9,831 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,647
Change-9,647 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 8,655
Change-8,655 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 300
Change-300 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Centennial Wealth Advisory LLC
INCREASED896,250765,916+130,334+17%$22.5M$26.8M+$4.4M2026-10-16
Commonwealth Equity Services, LLC
DECREASED859,7781,084,987-225,209-21%$31.8M$25.7M-$6.1M2026-11-02
Assetmark, Inc
INCREASED289,452284,509+4,943+2%$8.3M$8.7M+$314.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED200,644195,614+5,030+3%$5.7M$6.0M+$264.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED113,945113,545+400+0%$3.4M$3.4M+$85.8K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED97,517109,900-12,383-11%$3.2M$2.9M-$306.0K2026-11-02
Lunt Capital Management, Inc.
INCREASED90,09486,670+3,424+4%$2.5M$2.7M+$153.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED83,37473,735+9,639+13%$2.2M$2.5M+$331.3K2026-11-02
World Equity Group, Inc.
DECREASED54,601170,648-116,047-68%$5.0M$1.6M-$3.4M2026-10-14
Brookstone Capital Management
INCREASED47,37046,392+978+2%$1.4M$1.4M+$56.4K2026-10-22
Pacific Excel Wealth Advisors, Inc.
NEW40,190—+40,190——$1.2M—2026-10-27
Novem Group
UNCHANGED32,99132,99100%$967.2K$986.4K+$19.3K2026-10-19
Atria Investments, Inc
INCREASED30,4489,157+21,291+233%$268.4K$910.4K+$642.0K2026-10-15
Onyx Bridge Wealth Group LLC
UNCHANGED29,97729,97700%$878.8K$896.3K+$17.5K2026-10-16
Financial Guidance Group, Inc.
DECREASED27,83728,037-200-1%$821.9K$832.3K+$10.4K2026-10-21
Iams Wealth Management, LLC
INCREASED26,40526,012+393+2%$762.6K$789.5K+$27.0K2026-10-15
PFG Advisors
INCREASED23,37823,089+289+1%$676.9K$699.0K+$22.1K2026-10-16
IFP Advisors, Inc
INCREASED21,51620,336+1,180+6%$596.2K$643.3K+$47.2K2026-10-16
Wealthcare Advisory Partners LLC
UNCHANGED21,26121,26100%$623.3K$635.7K+$12.4K2026-10-21
Tcfg Investment Advisors, LLC
UNCHANGED20,23820,23800%$593.3K$605.1K+$11.8K2026-10-20
Farther Finance Advisors, LLC
DECREASED18,82118,953-132-1%$555.6K$562.7K+$7.1K2026-10-08
Clear Creek Financial Management, LLC
DECREASED18,42518,925-500-3%$554.8K$550.9K-$3.9K2026-10-28
BAM Wealth Management, LLC
INCREASED16,20714,412+1,795+12%$422.5K$484.6K+$62.1K2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED16,08617,726-1,640-9%$519.6K$481.0K-$38.7K2026-10-23
Simplicity Wealth,LLC
INCREASED15,2838,680+6,603+76%$254.5K$457.0K+$202.5K2026-10-23
Sigma Planning Corp
DECREASED14,91516,825-1,910-11%$493.2K$446.0K-$47.3K2026-10-23
Advisory Solutions Group, LLC
NEW14,339—+14,339——$428.7K—2026-10-14
RFG Advisory, LLC
NEW14,063—+14,063——$420.5K—2026-11-03
Foguth Wealth Management, Llc.
DECREASED10,00810,232-224-2%$299.5K$299.6K+$1002026-10-19
HBW Advisory Services LLC
UNCHANGED9,5909,59000%$281.1K$286.7K+$5.6K2026-10-15
Prospera Financial Services Inc
INCREASED8,6238,226+397+5%$241.1K$256.8K+$15.7K2026-11-04
Kelly Financial Services LLC
DECREASED7,5787,944-366-5%$232.9K$226.6K-$6.3K2026-10-20
Cornerstone Wealth Management, LLC
NEW6,900—+6,900——$206.3K—2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED4,0424,04200%$118.5K$120.9K+$2.4K2026-10-28
Reap Financial Group, LLC
DECREASED2,1162,153-37-2%$63.1K$63.3K+$1522026-11-02
PFS Partners, LLC
UNCHANGED1,2581,25800%$36.9K$37.6K+$7352026-10-21
Evolution Wealth Management Inc.
INCREASED1,056989+67+7%$29.0K$31.6K+$2.6K2026-10-28
IMG Wealth Management, Inc.
UNCHANGED61161100%$17.9K$18.3K+$3572026-10-27
American National Bank & Trust
UNCHANGED24524500%$7.2K$7.3K+$1432026-10-07
Abound Wealth Management
NEW113—+113——$3.4K—2026-10-26
Larson Financial Group LLC
CLOSED0330-330-100%$9.7K$0-$9.7K2026-11-05
JFS Wealth Advisors, LLC
CLOSED079-79-100%$2.3K$0-$2.3K2026-11-03
Envestnet Asset Management Inc
N/A—1,063,649-1,063,649-100%$31.2M———
LPL Financial LLC
N/A—675,892-675,892-100%$19.8M———
Cetera Investment Advisers
N/A—437,729-437,729-100%$12.8M———
Osaic Holdings, Inc.
N/A—401,362-401,362-100%$11.8M———
Pinnacle Financial Partners, Inc.
N/A—269,133-269,133-100%$7.9M———
FreeGulliver LLC
N/A—240,658-240,658-100%$7.1M———
Geneos Wealth Management Inc.
N/A—225,181-225,181-100%$6.6M———
Rockefeller Capital Management L.P.
N/A—199,739-199,739-100%$5.9M———
Tradition Wealth Management, LLC
N/A—169,744-169,744-100%$5.0M———
OneDigital Investment Advisors LLC
N/A—142,866-142,866-100%$4.2M———
Valmark Advisers, Inc.
N/A—118,508-118,508-100%$3.5M———
Transcend Capital Advisors, LLC
N/A—109,295-109,295-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—106,394-106,394-100%$3.1M———
Arkadios Wealth Advisors
N/A—72,194-72,194-100%$2.1M———
Mariner, LLC
N/A—63,251-63,251-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—61,095-61,095-100%$1.8M———
Susquehanna International Group, LLP
N/A—60,636-60,636-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—51,547-51,547-100%$1.5M———
Sanctuary Advisors, LLC
N/A—50,209-50,209-100%$1.5M———
FSB Premier Wealth Management, Inc.
N/A—48,136-48,136-100%$1.4M———
Advisory Services Network, LLC
N/A—45,178-45,178-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—38,760-38,760-100%$1.1M———
Harbour Investments, Inc.
N/A—38,528-38,528-100%$1.1M———
Harvest Investment Services, LLC
N/A—35,705-35,705-100%$1.0M———
Old Mission Capital LLC
N/A—34,868-34,868-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—33,155-33,155-100%$972.0K———
Gateway Wealth Partners, LLC
N/A—31,981-31,981-100%$937.5K———
Citadel Advisors LLC
N/A—31,483-31,483-100%$922.9K———
Summit Financial, LLC
N/A—28,516-28,516-100%$836.0K———
Capital Analysts, LLC
N/A—26,833-26,833-100%$786.0K———
Private Advisor Group, LLC
N/A—22,892-22,892-100%$671.1K———
American Trust
N/A—21,730-21,730-100%$637.1K———
CreativeOne Wealth, LLC
N/A—17,623-17,623-100%$516.6K———
Kovack Advisors, Inc.
N/A—13,929-13,929-100%$408.3K———
Janney Montgomery Scott LLC
N/A—13,560-13,560-100%$398.0K———
HRT Financial LP
N/A—12,002-12,002-100%$351.0K———
JPMorgan Chase & Co
N/A—11,662-11,662-100%$340.3K———
SageGuard Financial Group, LLC
N/A—11,659-11,659-100%$341.8K———
Crewe Advisors LLC
N/A—11,115-11,115-100%$325.8K———
Keystone Financial Group
N/A—10,250-10,250-100%$300.5K———
Raymond James Financial Inc
N/A—9,831-9,831-100%$288.2K———
Jane Street Group, LLC
N/A—9,647-9,647-100%$282.8K———
Centaurus Financial, Inc.
N/A—8,655-8,655-100%$254.0K———
Mutual Advisors, LLC
N/A—7,439-7,439-100%$218.1K———
IFG Advisory, LLC
N/A—3,797-3,797-100%$111.3K———
Global Retirement Partners, LLC
N/A—2,353-2,353-100%$69.0K———
O'shaughnessy Asset Management, LLC
N/A—2,165-2,165-100%$63.5K———
Royal Bank of Canada
N/A—1,899-1,899-100%$56.0K———
Ameriflex Group, Inc.
N/A—1,112-1,112-100%$32.6K———
Benson Wealth Management Inc
N/A—1,024-1,024-100%$30.0K———
NewEdge Advisors, LLC
N/A—440-440-100%$12.9K———
Arax Advisory Partners
N/A—300-300-100%$8.8K———
BFC Planning, Inc.
N/A—183-183-100%$5.4K———
AE Wealth Management LLC
N/A—70-70-100%$2.1K———
Showing 96 of 96 institutions