FT VEST BUFFERED ALLOCATION BUFG
$29.27
+0.1% 52w: $24.89 – $29.37
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.8927.1329.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
88
+0 QoQ
13F value
$226.1M
+4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $28.7M | 0.0% | +49.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $28.2M | 0.0% | +2.8% |
| LPL Financial LLC | Bank broker | 725.8K | $19.5M | 0.0% | +4.0% |
| Centennial Wealth Advisory LLC | Wealth advisor | 671.1K | $18.0M | 4.4% | +5.4% |
| Cetera Investment Advisers | Wealth advisor | 410.5K | $11.0M | 0.0% | -0.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 401.2K | $10.8M | 0.0% | +37.4% |
| ASSETMARK, INC | Wealth advisor | 270.0K | $7.3M | 0.0% | +7.2% |
| CWM, LLC | Wealth advisor | 262.8K | $7.1M | 0.0% | -6.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 258.5K | $6.9M | 0.1% | -0.7% |
| FreeGulliver LLC | Wealth advisor | 253.6K | $6.8M | 2.9% | -3.5% |
| Geneos Wealth Management Inc. | Wealth advisor | 220.6K | $5.9M | 0.1% | +0.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 192.3K | $5.2M | 0.0% | +8.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 187.9K | $5.0M | 0.0% | +2.7% |
| WORLD EQUITY GROUP, INC. | Other | 168.6K | $4.5M | 1.2% | +0.3% |
| Tradition Wealth Management, LLC | Wealth advisor | 134.8K | $3.6M | 0.3% | +58.3% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 108.9K | $2.9M | 0.8% | +0.3% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 108.7K | $2.9M | 0.2% | +0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 106.3K | $2.9M | 0.0% | -3.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 105.0K | $2.8M | 0.0% | -0.8% |
| Lunt Capital Management, Inc. | Wealth advisor | 88.0K | $2.4M | 0.9% | +0.3% |
| Valmark Advisers, Inc. | Wealth advisor | 84.0K | $2.3M | 0.0% | +102.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 83.4K | $2.2M | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 75.3K | $2.0M | 0.0% | +281.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 73.5K | $2.0M | 0.0% | +12.2% |
| Arkadios Wealth Advisors | Wealth advisor | 73.0K | $2.0M | 0.0% | +0.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 61.2K | $1.6M | 0.1% | +123.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 56.3K | $1.5M | 0.0% | +5.4% |
| Advisory Services Network, LLC | Diversified mechanical | 55.0K | $1.5M | 0.0% | -11.8% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 52.9K | $1.4M | 0.4% | -1.0% |
| Mariner, LLC | Diversified mechanical | 52.3K | $1.4M | 0.0% | +25.2% |
| Aptus Capital Advisors, LLC | Wealth advisor | 51.5K | $1.4M | 0.0% | -5.3% |
| Pacific Excel Wealth Advisors, Inc. | Wealth advisor | 51.5K | $1.4M | 1.5% | +76.4% |
| Brookstone Capital Management | Wealth advisor | 46.8K | $1.3M | 0.0% | +16.2% |
| Benson Wealth Management INC | Wealth advisor | 43.2K | $1.2M | 1.6% | +3900.5% |
| Ameritas Advisory Services, LLC | Wealth advisor | 42.6K | $1.1M | 0.0% | -1.0% |
| Private Advisor Group, LLC | Wealth advisor | 37.8K | $1.0M | 0.0% | -41.8% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 37.5K | $1.0M | 0.1% | +11.8% |
| Harvest Investment Services, LLC | Other | 35.6K | $955K | 0.2% | -1.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 34.0K | $915K | 0.0% | -11.3% |
| NOVEM GROUP | Wealth advisor | 33.2K | $891K | 0.1% | Held |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 30.0K | $805K | 0.1% | -1.1% |
| Financial Guidance Group, Inc. | Wealth advisor | 28.0K | $753K | 0.3% | Held |
| Capital Analysts, LLC | Wealth advisor | 26.7K | $718K | 0.0% | +45.8% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 25.8K | $692K | 0.2% | Held |
| PFG Advisors | Wealth advisor | 24.6K | $661K | 0.0% | -2.4% |
| American Trust | Wealth advisor | 21.6K | $580K | 0.1% | +14.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 21.3K | $571K | 0.0% | Held |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 20.3K | $545K | 0.2% | Held |
| TCFG Investment Advisors, LLC | Wealth advisor | 20.3K | $545K | 0.2% | — |
| IFP Advisors, Inc | Wealth advisor | 19.9K | $534K | 0.0% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.