DOSSIER · 13F Holders · Q2 2026
BUFG

FIRST TR EXCHNG TRADED FD VI

95 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U778·95 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$210M
visible holders
Holders
95
filers reporting
Concentration
15.17%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

95 institutions reported BUFG in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 15.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$32M1.1M0.04%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M1.1M0.01%Q2 2026
03
Centennial Wealth Advisory LLC
CIK 0001839421
$22M766K4.85%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$20M676K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$13M438K0.01%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M401K0.01%Q2 2026
07
ASSETMARK, INC
CIK 0001344551
$8M285K0.01%Q2 2026
08
Pinnacle Financial Partners, Inc.
CIK 0002082866
$8M269K0.05%Q2 2026
09
SYNOVUS FINANCIAL CORP
CIK 0000018349
$7M264K0.08%Q3 2025
10
CWM, LLC
CIK 0001535847
$7M263K0.02%Q1 2026
11
FreeGulliver LLC
CIK 0002032561
$7M241K2.49%Q2 2026
12
Geneos Wealth Management Inc.
CIK 0001764754
$7M225K0.13%Q2 2026
13
Rockefeller Capital Management L.P.
CIK 0001739439
$6M200K0.01%Q2 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
Tradition Wealth Management, LLC
CIK 0001843010
$5M170K0.30%Q2 2026
17
OneDigital Investment Advisors LLC
CIK 0001690370
$4M143K0.04%Q2 2026
18
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M153K0.02%Q2 2025
19
Valmark Advisers, Inc.
CIK 0001380443
$3M119K0.04%Q2 2026
20
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M114K0.01%Q2 2026
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