Ticker: BUFH CUSIP: 33744U105 Class: FT VEST LADDERED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Pallas Capital Advisors LLC | 143,747 | $2,998 |
| Claro Advisors Inc. | 26,008 | $542 |
| PRECEDENT WEALTH PARTNERS, LLC | 13,467 | $281 |
| OLD MISSION CAPITAL LLC | 33,384 | $696 |
| Mariner, LLC | 20,350 | $424 |
| NewEdge Advisors, LLC | 10,524 | $219 |
| ENVESTNET ASSET MANAGEMENT INC | 13,082 | $273 |
| JPMORGAN CHASE & CO | 4,555 | $95 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 66,781 | 87,462 | +20,681 (+31.0%) |
| Kingsview Wealth Management, LLC | 36,301 | 60,696 | +24,395 (+67.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,714 | 27,043 | -3,671 (-12.0%) |
| Cambridge Investment Research Advisors, Inc. | 14,822 | 12,322 | -2,500 (-16.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 13,136 | $270 |
| UBS Group AG | 191 | $4 |