Who Owns FIRST TR EXCHNG TRADED FD VI (BUFH)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $26.5M of FIRST TR EXCHNG TRADED FD VI (BUFH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Macro Advisors, Inc. ($8.3M), PRECEDENT WEALTH PARTNERS, LLC ($6.9M), Western Wealth Management, LLC ($2.0M), Kingsview Wealth Management, LLC ($1.7M), Cetera Investment Advisers ($939,813). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Macro Advisors, Inc. | $8.3M | 387,003 | Trimmed |
| 2 | PRECEDENT WEALTH PARTNERS, LLC | $6.9M | 323,253 | Trimmed |
| 3 | Western Wealth Management, LLC | $2.0M | 91,594 | Trimmed |
| 4 | Kingsview Wealth Management, LLC | $1.7M | 80,521 | Added |
| 5 | Cetera Investment Advisers | $939,813 | 43,896 | New |
| 6 | Claro Advisors LLC | $934,055 | 43,627 | Added |
| 7 | Encompass More Asset Management | $834,605 | 38,982 | Added |
| 8 | Pallas Capital Advisors LLC | $698,885 | 32,643 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $679,875 | 31,755 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $652,769 | 30,489 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $566,402 | 26,455 | New |
| 12 | Mariner, LLC | $533,109 | 24,900 | Added |
| 13 | ENDEAVOR PRIVATE WEALTH, INC. | $355,406 | 16,600 | New |
| 14 | Kestra Advisory Services, LLC | $304,258 | 14,211 | Trimmed |
| 15 | NewEdge Advisors, LLC | $283,361 | 13,235 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $266,998 | 12,445 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $214,890 | 10,037 | Trimmed |
| 18 | IFG Advisory, LLC | $158,113 | 7,385 | Added |
| 19 | Integrated Wealth Concepts LLC | $93,811 | 4,381 | New |
| 20 | OSAIC HOLDINGS, INC. | $83,861 | 3,917 | New |
| 21 | HARBOUR INVESTMENTS, INC. | $9,206 | 430 | Hold |
| 22 | UBS Group AG | $7,965 | 372 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30