Ticker: BUFR CUSIP: 33740F755 Class: FT VEST LADDERED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Three Cord True Wealth Management, LLC | 180,737 | $6,192 |
| WealthCare Investment Partners, LLC | 285,610 | $9,796 |
| Tidemark, LLC | 285,814 | $9,792 |
| SageGuard Financial Group, LLC | 455,390 | $15,602 |
| Claris Financial LLC | 34,865 | $1,194 |
| Luken Investment Analytics, LLC | 39,433 | $1,351 |
| World Investment Advisors | 376,196 | $12,888 |
| Bison Wealth, LLC | 62,005 | $2,085 |
| Mach-1 Financial Group, LLC | 34,230 | $1,173 |
| SUMMIT WEALTH GROUP LLC / CO | 45,113 | $1,546 |
| SRS Capital Advisors, Inc. | 206,931 | $7,089 |
| Wealth Group Ltd | 24,438 | $837 |
| EdgeRock Capital LLC | 20,510 | $703 |
| CacheTech Inc. | 25,497 | $874 |
| Gilliland Jeter Wealth Management LLC | 14,792 | $507 |
| TITLEIST ASSET MANAGEMENT, LLC | 41,750 | $1,430 |
| TKG Advisors, LLC | 7,792 | $267 |
| Navis Wealth Advisors, LLC | 6,064 | $208 |
| Leo Wealth, LLC | 26,916 | $956 |
| National Wealth Management Group, LLC | 7,117 | $244 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Capasso Planning Partners LLC | 127,665 | 363,625 | +235,960 (+184.8%) |
| Hibernia Wealth Partners, LLC | 519,808 | 1,017,400 | +497,592 (+95.7%) |
| Advisor Resource Council | 10,890 | 164,353 | +153,463 (+1409.2%) |
| Wiser Advisor Group LLC | 20,842 | 51,851 | +31,009 (+148.8%) |
| Cooper Capital Advisors LLC | 391,446 | 414,609 | +23,163 (+5.9%) |
| Optivise Advisory Services LLC | 9,523 | 80,916 | +71,393 (+749.7%) |
| Symphony Financial Services, Inc. | 439,852 | 465,822 | +25,970 (+5.9%) |
| Triad Wealth Partners, LLC | 979,487 | 1,044,099 | +64,612 (+6.6%) |
| Ipsen Advisor Group LLC | 6,747 | 55,718 | +48,971 (+725.8%) |
| PMG Wealth Management, Inc. | 256,960 | 266,958 | +9,998 (+3.9%) |
| Strategic Financial Concepts, LLC | 30,271 | 61,266 | +30,995 (+102.4%) |
| PSI Advisors, LLC | 536,667 | 558,502 | +21,835 (+4.1%) |
| BREAKTHRU ADVISORY SERVICES, LLC | 95,227 | 109,496 | +14,269 (+15.0%) |
| HBW ADVISORY SERVICES LLC | 414,530 | 524,041 | +109,511 (+26.4%) |
| Chris Bulman Inc | 216,921 | 225,480 | +8,559 (+3.9%) |
| Paul Damon & Associates, Inc. | 210,467 | 220,092 | +9,625 (+4.6%) |
| Perissos Private Wealth Management, LLC | 66,855 | 76,456 | +9,601 (+14.4%) |
| Wealth Watch Advisors, INC | 147,576 | 173,154 | +25,578 (+17.3%) |
| Goldstone Financial Group, LLC | 1,045,412 | 1,068,841 | +23,429 (+2.2%) |
| Tradition Wealth Management, LLC | 1,248,745 | 1,280,050 | +31,305 (+2.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 324,852 | 167,523 | -157,329 (-48.4%) |
| Valtinson Bruner Financial Planning LLC | 659,402 | 573,706 | -85,696 (-13.0%) |
| Schulz Wealth, LTD. | 350,277 | 325,189 | -25,088 (-7.2%) |
| BOYUM WEALTH ARCHITECTS LLC | 120,454 | 81,715 | -38,739 (-32.2%) |
| WORLD EQUITY GROUP, INC. | 269,131 | 123,555 | -145,576 (-54.1%) |
| Triton Wealth Management, PLLC | 346,287 | 320,501 | -25,786 (-7.4%) |
| Andina Capital Management, LLC | 199,274 | 179,528 | -19,746 (-9.9%) |
| HFG Wealth Management, LLC | 185,740 | 169,039 | -16,701 (-9.0%) |
| Trail Ridge Investment Advisors, LLC | 127,617 | 86,781 | -40,836 (-32.0%) |
| Financial Network Wealth Advisors LLC | 304,845 | 299,499 | -5,346 (-1.8%) |
| Solitude Financial Services | 288,009 | 273,730 | -14,279 (-5.0%) |
| Financial Futures Ltd Liability Co. | 244,146 | 234,930 | -9,216 (-3.8%) |
| Legacy Wealth Managment, LLC/ID | 180,112 | 166,789 | -13,323 (-7.4%) |
| Noble Wealth Management PBC | 139,170 | 125,638 | -13,532 (-9.7%) |
| Solano Wealth Investment Advisors LLC | 495,542 | 488,722 | -6,820 (-1.4%) |
| Concorde Asset Management, LLC | 201,218 | 190,648 | -10,570 (-5.3%) |
| TWIN PEAKS WEALTH ADVISORS, LLC | 258,428 | 253,138 | -5,290 (-2.0%) |
| Hobart Private Capital, LLC | 439,202 | 432,814 | -6,388 (-1.5%) |
| Five Pine Wealth Management | 115,921 | 112,179 | -3,742 (-3.2%) |
| WealthPlan Investment Management, LLC | 649,043 | 557,443 | -91,600 (-14.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Uniting Wealth Partners, LLC | 362,966 | $12,130 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 95,575 | $3,194 |
| Keystone Wealth Services, LLC | 92,500 | $3,091 |
| Consolidated Portfolio Review Corp | 154,357 | $5,167 |
| McCarthy & Cox | 36,058 | $1,205 |
| Runnymede Capital Advisors, Inc. | 11,702 | $391 |
| Davies Financial Advisors, Inc. | 6,374 | $213 |
| Philip James Wealth Mangement, LLC | 6,333 | $212 |
| RENAISSANCE TECHNOLOGIES LLC | 40,500 | $1,354 |
| TruNorth Capital Management, LLC | 1,000 | $33 |
| CITADEL ADVISORS LLC | 22,788 | $762 |
| PNC Financial Services Group, Inc. | 2,473 | $83 |
| Richardson Capital Management LLC | 180 | $6 |
| Premier Financial Group | 92 | $3 |