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FT Vest Laddered Moderate Buffer ETF (BUFZ) Institutional Ownership

$27.91 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$33.09M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.91M
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Skip Chart & View Institutional Buying and Selling Data

BUFZ Institutional Buying and Selling by Quarter

FT Vest Laddered Moderate Buffer ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Noble Wealth Management PBC1,500$42K0.0%N/A0.007%
6/18/2026Western Wealth Management LLC32,336$849K0.0%+69.7%0.155%
5/19/2026Western Wealth Management LLC32,336$849K0.0%+69.7%0.155%
5/19/2026Paragon Private Wealth Management LLC46,019$1.21M0.4%+25.3%0.221%
5/18/2026Sunbelt Securities Inc.53,231$1.40M0.1%-21.9%0.256%
5/18/2026Royal Bank of Canada4,453$117K0.0%+28.1%0.021%
5/16/2026Glen Eagle Advisors LLC35,683$937K0.1%-76.3%0.172%
5/15/2026Gateway Wealth Partners LLC50,496$1.33M0.1%+161.4%0.243%
5/15/2026Wealth Watch Advisors INC12,542$329K0.1%+134.2%0.060%
5/13/2026Cetera Investment Advisers1,008,923$26.50M0.0%+21.9%4.851%
5/7/2026Legacy Wealth Managment LLC ID32,213$846K0.4%+5.5%0.155%
5/6/2026Independent Financial Group LLC15,866$417K0.0%N/A0.076%
5/5/2026Geneos Wealth Management Inc.466,416$12.25M0.3%-11.7%2.242%
5/5/2026Sigma Planning Corp8,368$220K0.0%-55.5%0.040%
5/2/2026Arlington Capital Management Inc.10,228$269K0.2%+5.9%0.049%
5/2/2026Diversify Wealth Management LLC84,094$2.30M0.0%N/A0.404%
5/1/2026Simplicity Wealth LLC28,340$744K0.0%+19.5%0.136%
4/30/2026Kestra Advisory Services LLC1,087,398$28.57M0.1%+2.6%5.228%
4/29/2026Richmond Investment Services LLC304,966$8.01M1.3%+9.1%1.466%
4/29/2026Arbor Trust Wealth Advisors LLC9,920$261K0.1%N/A0.048%
4/28/2026Koshinski Asset Management Inc.17,207$452K0.0%+12.9%0.083%
4/27/2026Private Advisor Group LLC110,558$2.90M0.0%+8.6%0.532%
4/23/2026Apollon Wealth Management LLC39,112$1.03M0.0%+78.9%0.188%
4/22/2026Janney Montgomery Scott LLC44,343$1.17M0.0%+20.7%0.213%
4/22/2026Mayfair Advisory Group LLC76,337$2.01M0.7%-10.8%0.367%
4/21/2026Silver Oak Securities Incorporated9,481$249K0.0%N/A0.046%
4/20/2026Kestra Private Wealth Services LLC546,985$14.37M0.2%-1.7%2.630%
4/17/2026AdvisorNet Financial Inc112,027$2.94M0.2%+44.7%0.539%
4/17/2026Brookstone Capital Management80,612$2.12M0.0%+2.5%0.388%
4/16/2026Founders Financial Securities LLC22,165$595K0.0%+2.8%0.107%
2/20/2026Sunbelt Securities Inc.68,184$1.81M0.1%-1.1%0.223%
2/17/2026Advisory Services Network LLC13,426$356K0.0%+22.7%0.044%
2/13/2026Arkadios Wealth Advisors9,925$263K0.0%N/A0.032%
2/11/2026Rise Advisors LLC656,390$17.41M6.2%+87.6%2.149%
1/5/2026GoalVest Advisory LLC22,282$591K0.1%+20.2%0.076%
1/1/2026JPMorgan Chase & Co.116,508$3.02M0.0%+2,370.0%0.444%
11/19/2025Sunbelt Securities Inc.68,919$1.79M0.1%+16.2%0.263%
11/7/2025JPMorgan Chase & Co.116,508$3.02M0.0%+2,370.0%0.444%
10/22/2025CoreCap Advisors LLC10,067$261K0.0%+82.5%0.040%
10/22/2025GoalVest Advisory LLC18,536$480K0.1%+10.4%0.073%
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10/9/2025AdvisorNet Financial Inc18,962$491K0.0%N/A0.076%
10/8/2025Rise Advisors LLC349,810$9.06M3.2%+17.6%1.408%
8/15/2025FSB Premier Wealth Management Inc.34,753$866K0.3%+4.0%0.160%
8/12/2025JPMorgan Chase & Co.4,717$118K0.0%-25.7%0.022%
7/17/2025Janney Montgomery Scott LLC36,335$906K0.0%-6.1%0.173%
7/8/2025Rise Advisors LLC297,515$7.42M2.9%+69.7%1.430%
5/16/2025Rise Advisors LLC175,274$4.12M1.8%N/A0.953%
5/15/2025OLD Mission Capital LLC39,911$938K0.0%N/A0.217%
5/8/2025FSB Premier Wealth Management Inc.33,424$785K0.3%+14.7%0.182%
4/17/2025Janney Montgomery Scott LLC38,678$909K0.0%+84.2%0.219%
4/9/2025NBC Securities Inc.7,481$175K0.0%+106,771.4%0.043%
2/24/2025Ameriflex Group Inc.1,200$29K0.0%N/A0.030%
2/18/2025Sunbelt Securities Inc.59,314$1.42M0.1%+14.4%1.483%
2/12/2025FSB Premier Wealth Management Inc.29,141$696K0.3%N/A0.729%
2/12/2025Bullseye Investment Management LLC261,628$6.26M4.1%N/A6.541%
1/17/2025Janney Montgomery Scott LLC21,000$502K0.0%N/A0.525%
1/17/2025GoalVest Advisory LLC16,790$401K0.1%N/A0.420%
11/18/2024Sunbelt Securities Inc.51,838$1.22M0.1%+38.7%1.296%
10/15/2024NBC Securities Inc.6,423$151K0.0%N/A0.161%
8/16/2024Sunbelt Securities Inc.37,385$853K0.1%N/A0.935%


BUFZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of FT Vest Laddered Moderate Buffer ETF. The most heavily invested institutionals were Kestra Advisory Services LLC ($28.57M), Cetera Investment Advisers ($26.50M), Rise Advisors LLC ($17.41M), Kestra Private Wealth Services LLC ($14.37M), Geneos Wealth Management Inc. ($12.25M), Richmond Investment Services LLC ($8.01M), and Bullseye Investment Management LLC ($6.26M).Learn more on FT Vest Laddered Moderate Buffer ETF's institutional investors.

Of the 35 institutional investors that purchased FT Vest Laddered Moderate Buffer ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rise Advisors LLC ($656.39K), Bullseye Investment Management LLC ($261.63K), JPMorgan Chase & Co. ($223.58K), Cetera Investment Advisers ($181.23K), Diversify Wealth Management LLC ($84.09K), Sunbelt Securities Inc. ($68.92K), and AdvisorNet Financial Inc ($53.56K).

Institutional investors have bought a total of 1,266,984 shares in the last 24 months. This purchase volume represents approximately $33.09M in transactions.

The following institutional investors have sold FT Vest Laddered Moderate Buffer ETF stock in the last 24 months: Glen Eagle Advisors LLC ($114.66K), Geneos Wealth Management Inc. ($61.72K), Sunbelt Securities Inc. ($15.69K), Sigma Planning Corp ($10.44K), Kestra Private Wealth Services LLC ($9.34K), Mayfair Advisory Group LLC ($9.27K), and Janney Montgomery Scott LLC ($2.34K).

Institutional investors have sold a total of 225,084 shares in the last 24 months. This volume of shares sold represents approximately $5.91M in transactions.


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This page (BATS:BUFZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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