DOSSIER · 13F Holders · Q1 2026
BUFG

FIRST TR EXCHNG TRADED FD VI

96 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U778·96 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$193M
visible holders
Holders
96
filers reporting
Concentration
14.83%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

96 institutions reported BUFG in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 14.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M1.1M0.01%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M1.0M0.04%Q1 2026
03
Centennial Wealth Advisory LLC
CIK 0001839421
$22M766K4.85%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$19M726K0.01%Q1 2026
05
Cetera Investment Advisers
CIK 0001666741
$11M411K0.01%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M401K0.02%Q1 2026
07
SYNOVUS FINANCIAL CORP
CIK 0000018349
$7M264K0.08%Q3 2025
08
CWM, LLC
CIK 0001535847
$7M263K0.02%Q1 2026
09
Pinnacle Financial Partners, Inc.
CIK 0002082866
$7M258K0.05%Q1 2026
10
ASSETMARK, INC
CIK 0001344551
$7M252K0.01%Q4 2025
11
FreeGulliver LLC
CIK 0002032561
$7M254K2.87%Q1 2026
12
Geneos Wealth Management Inc.
CIK 0001764754
$6M221K0.14%Q1 2026
13
Rockefeller Capital Management L.P.
CIK 0001739439
$5M192K0.01%Q1 2026
14
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M188K0.01%Q1 2026
15
WORLD EQUITY GROUP, INC.
CIK 0000878770
$5M171K1.12%Q2 2026
16
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M153K0.02%Q2 2025
17
Tradition Wealth Management, LLC
CIK 0001843010
$4M135K0.26%Q1 2026
18
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M114K0.01%Q2 2026
19
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$3M109K0.80%Q1 2026
20
TRANSCEND CAPITAL ADVISORS, LLC
CIK 0001776082
$3M109K0.23%Q1 2026
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