BUFD institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding215
Shares held52,608,086
Reported value$1.6bn
Quarter flows34 new, 83 added, 72 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC11,280,816$335.3m0.1%
GW HENSSLER & ASSOCIATES LTD4,032,792$119.9m5.3%
ENVESTNET ASSET MANAGEMENT INC3,033,853$90.2m0.0%
OSAIC HOLDINGS, INC.2,308,698$68.6m0.1%
Cetera Investment Advisers2,303,098$68.4m0.1%
Centennial Wealth Advisory LLC1,796,034$53.4m11.5%
Legacy Financial Group LLC1,739,605$51.7m5.8%
RAYMOND JAMES FINANCIAL INC1,389,492$41.3m0.0%
Prime Capital Investment Advisors, LLC1,253,318$37.2m0.4%
WELLS FARGO & COMPANY/MN1,213,346$36.1m0.0%
Capital Asset Advisory Services LLC1,010,755$30.0m1.1%
AXXCESS WEALTH MANAGEMENT, LLC931,763$27.7m0.4%
HARBOUR INVESTMENTS, INC.911,428$27.1m0.4%
Brookstone Capital Management886,574$26.3m0.3%
Kestra Advisory Services, LLC877,996$26.1m0.1%
TRUIST FINANCIAL CORP852,662$25.3m0.0%
MML INVESTORS SERVICES, LLC801,494$23.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC764,521$22.7m0.0%
Coppell Advisory Solutions LLC586,835$22.1m2.1%
Integrated Wealth Concepts LLC733,743$21.8m0.1%
FISCHER INVESTMENT STRATEGIES, LLC708,015$21.0m10.0%
RFG Advisory, LLC574,494$17.1m0.3%
ROYAL BANK OF CANADA552,359$16.4m0.0%
Cambridge Investment Research Advisors, Inc.536,054$15.9m0.0%
Waverly Advisors, LLC499,610$14.8m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BUFD"). BUFD price history · All 13F data

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