BUFR — First Tr Exchng Traded Fd Vi Institutional Holders · Q3 2026

Name: Who Owns BUFR? 27 Institutions Hold $87.9M (Q3 2026)
Creator: ko.io

Who owns First Tr Exchng Traded Fd Vi (BUFR)? 27 institutions reported holding $87.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cooper Financial Group ($20.7M), Gerald Baker Financial Group LLC ($10.0M), Stewardship Concepts Financial Services LLC ($9.2M).

Rank	Institution	Value	Shares	Change
1	Cooper Financial Group	$20.7M	552,335	Added
2	Gerald Baker Financial Group LLC	$10.0M	267,801	Added
3	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$9.2M	246,013	Trimmed
4	Farther Finance Advisors, LLC	$9.1M	242,074	Added
5	AVAII WEALTH MANAGEMENT, LLC	$8.2M	218,132	Trimmed
6	First Heartland Consultants, Inc.	$4.4M	118,220	Added
7	Central Pacific Bank - Trust Division	$3.9M	105,080	Trimmed
8	Noble Wealth Management PBC	$3.8M	100,862	Trimmed
9	Prism Advisors, Inc.	$3.2M	83,984	Trimmed
10	CoreCap Advisors, LLC	$2.8M	73,965	Added
11	BOYUM WEALTH ARCHITECTS LLC	$2.5M	67,000	Trimmed
12	TITLEIST ASSET MANAGEMENT, LLC	$2.0M	53,120	Trimmed
13	TrueWealth Advisors, LLC	$1.8M	48,188	Hold
14	Castleview Partners, LLC	$1.3M	34,553	Trimmed
15	Wealth Group Ltd	$1.0M	27,483	Trimmed
16	LEGACY SOLUTIONS, LLC	$915,596	24,435	Added
17	Stonebridge Financial Group, LLC	$730,665	19,500	New
18	WINEBRENNER CAPITAL MANAGEMENT LLC	$666,892	17,798	Trimmed
19	Worth Asset Management, LLC	$537,095	14,334	Trimmed
20	Castle Rock Wealth Management, LLC	$325,809	8,592	Hold
21	PRIVATE CLIENT SERVICES, LLC	$286,158	7,637	Hold
22	RHODES INVESTMENT ADVISORS INC /ADV	$261,878	6,989	New
23	GoalVest Advisory LLC	$83,708	2,234	Trimmed
24	Bank of New Hampshire	$42,903	1,145	Added
25	GK Wealth Management LLC	$25,592	683	New

Source: SEC Form 13F filings · as of 2026-09-30