BUFX — First Tr Exchng Traded Fd Vi Institutional Holders · Q2 2026
Who owns First Tr Exchng Traded Fd Vi (BUFX)? 15 institutions reported holding $13.85M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Atria Investments, Inc ($3.7M), Mariner, LLC ($3.7M), Harbour Investments, Inc. ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Atria Investments, Inc | $3.7M | 167,088 | Added |
| 2 | Mariner, LLC | $3.7M | 166,284 | Trimmed |
| 3 | HARBOUR INVESTMENTS, INC. | $2.0M | 91,619 | Added |
| 4 | Western Wealth Management, LLC | $1.4M | 60,894 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 60,594 | Added |
| 6 | CITADEL ADVISORS LLC | $603,046 | 27,201 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $320,711 | 14,466 | New |
| 8 | Cetera Investment Advisers | $314,016 | 14,164 | Added |
| 9 | Stonebridge Financial Planning Group, LLC | $219,017 | 9,879 | Trimmed |
| 10 | Steward Partners Investment Advisory, LLC | $113,067 | 5,100 | Added |
| 11 | Benson Wealth Management INC | $93,535 | 4,219 | Hold |
| 12 | ACTION POINT FINANCIAL PLANNING, LLC | $36,691 | 1,655 | New |
| 13 | OSAIC HOLDINGS, INC. | $25,273 | 1,140 | Hold |
| 14 | Bullseye Investment Management, LLC | $8,203 | 370 | Trimmed |
| 15 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30