13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BUFG

FIRST TR EXCHNG TRADED FD VI

95 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 33740U778·95 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.7%
vs prior quarter
13F value held
$186M
61.0% inst. owned
of float
Holders
95
+15 QoQ
filers reporting
Activity
+97 / −112
+876 added · −823 reduced
this quarter
Concentration
15.42%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported BUFG in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 15.4% of the visible book. +15 net new institutions vs prior quarter — accumulation reading.

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 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M1.0M0.04%Q1 202603
LPL Financial LLC
CIK 0001403438
$19M726K0.01%Q1 202604
Centennial Wealth Advisory LLC
CIK 0001839421
$18M671K4.36%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$11M411K0.01%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M401K0.02%Q1 202607
SYNOVUS FINANCIAL CORP
CIK 0000018349
$7M264K0.08%Q3 202508
CWM, LLC
CIK 0001535847
$7M263K0.02%Q1 202609
Pinnacle Financial Partners, Inc.
CIK 0002082866
$7M258K0.05%Q1 202610
ASSETMARK, INC
CIK 0001344551
$7M252K0.01%Q4 202511
FreeGulliver LLC
CIK 0002032561
$7M254K2.87%Q1 202612
Geneos Wealth Management Inc.
CIK 0001764754
$6M221K0.14%Q1 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$5M192K0.01%Q1 202614
WORLD EQUITY GROUP, INC.
CIK 0000878770
$5M168K1.29%Q4 202515
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M153K0.02%Q2 202516
Tradition Wealth Management, LLC
CIK 0001843010
$4M135K0.26%Q1 202617
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$3M109K0.80%Q1 202618
TRANSCEND CAPITAL ADVISORS, LLC
CIK 0001776082
$3M109K0.23%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M106K0.01%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$3M105K0.02%Q1 2026
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