Who Owns FIRST TR EXCHNG TRADED FD VI (BUFY)? -- Institutional Holders (2026-06-30)

65 institutions reported holding $132.4M of FIRST TR EXCHNG TRADED FD VI (BUFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($17.4M), Janney Montgomery Scott LLC ($15.9M), Prasad Wealth Partners, LLC ($15.0M), ENVESTNET ASSET MANAGEMENT INC ($12.8M), Rockefeller Capital Management L.P. ($9.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$17.4M742,624Added
2Janney Montgomery Scott LLC$15.9M681,021Added
3Prasad Wealth Partners, LLC$15.0M639,436New
4ENVESTNET ASSET MANAGEMENT INC$12.8M547,922Added
5Rockefeller Capital Management L.P.$9.8M417,530Added
6Cetera Investment Advisers$7.9M337,507Added
7OSAIC HOLDINGS, INC.$3.9M167,781Added
8Advisory Services Network, LLC$3.8M160,754Added
9LPL Financial LLC$2.8M121,254New
10Simplicity Wealth,LLC$2.7M115,817Trimmed
11INDEPENDENT FINANCIAL GROUP, LLC$2.1M89,112Trimmed
12Integrated Wealth Concepts LLC$2.0M85,211Added
13Keystone Wealth Services, LLC$2.0M84,996Added
14Opus Financial Solutions LLC$1.8M76,982Added
15AssuredPartners Investment Advisors, LLC$1.8M75,643Trimmed
16NewEdge Advisors, LLC$1.7M73,763Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M71,746Added
18WEDBUSH SECURITIES INC$1.6M70,247Added
19VIMA LLC$1.6M69,046New
20Cambridge Investment Research Advisors, Inc.$1.6M66,398Added
21Visionary Wealth Advisors$1.5M65,250Added
22OLD MISSION CAPITAL LLC$1.4M58,399New
23Prospera Financial Services Inc$1.3M54,198Added
24McKinley Carter Wealth Services, Inc.$1.1M48,951Trimmed
25Brookstone Capital Management$898,86738,400Added

Source: SEC Form 13F filings · as of 2026-06-30