Who Owns FIRST TR EXCHANGE TRADED FD VIII FT VEST LADDERED MODERATE BUFFER ETF (BUFZ)? -- Institutional Holders (2026-06-30)

153 institutions reported holding $814.1M of FIRST TR EXCHANGE TRADED FD VIII FT VEST LADDERED MODERATE BUFFER ETF (BUFZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($129.3M), Forge Financial Services LLC ($118.9M), RAYMOND JAMES FINANCIAL INC ($108.3M), OSAIC HOLDINGS, INC. ($43.4M), ENVESTNET ASSET MANAGEMENT INC ($38.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$129.3M4.6MAdded
2Forge Financial Services LLC$118.9M4.3MAdded
3RAYMOND JAMES FINANCIAL INC$108.3M3.9MAdded
4OSAIC HOLDINGS, INC.$43.4M1.6MTrimmed
5ENVESTNET ASSET MANAGEMENT INC$38.0M1.4MTrimmed
6Cetera Investment Advisers$31.0M1.1MAdded
7Kestra Advisory Services, LLC$30.3M1.1MTrimmed
8Jacobi Capital Management LLC$26.4M943,844Added
9COMMONWEALTH EQUITY SERVICES, LLC$25.3M905,535Added
10TRUIST FINANCIAL CORP$23.9M856,887Added
11Rise Advisors, LLC$19.7M706,069Added
12KESTRA PRIVATE WEALTH SERVICES, LLC$18.5M660,799Added
13Geneos Wealth Management Inc.$13.6M485,389Added
14CreativeOne Wealth, LLC$12.1M431,458Added
15ARQ WEALTH ADVISORS, LLC$11.9M425,045New
16Bullseye Investment Management, LLC$8.1M289,497Added
17Kingsview Wealth Management, LLC$6.7M238,562Added
18Cambridge Investment Research Advisors, Inc.$6.3M225,909Added
19HARBOUR INVESTMENTS, INC.$5.9M212,660Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.8M207,503Added
21BOS Asset Management, LLC$5.3M189,273New
22Richmond Investment Services, LLC$4.8M170,429Trimmed
23AdvisorNet Financial, Inc$4.6M165,122Added
24MML INVESTORS SERVICES, LLC$4.5M160,860Added
25Goldenstone Wealth Management LLC$4.2M151,750Trimmed

Source: SEC Form 13F filings · as of 2026-06-30