FT Vest Laddered Nasdaq Buffer

BUFQ • BATS

FT Vest Laddered Nasdaq Buffer is an exchange-traded fund on BATS. As of Q3 2025, 139 institutional investors hold shares in this ETF, with total holdings valued at $864.6M. LPL Financial LLC is the largest holder with a position valued at $273.5M.

Overview

Overview of institutional ownership in BUFQ as of Q3 2025

All Institutions

Institutions: 139
Value Held: $864.6M
Shares Held: 24.8M
Avg Position: $6.2M
Median Position: $877.3K

Hedge Funds

Hedge Funds: 1
Value Held: $211.4K
Shares Held: 6.1K
Avg Position: $211.4K
Median Position: $211.4K

Biggest Investors

Institutions with the largest positions in BUFQ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$273.5M 0.08% of portfolio	7.9M shares	Q2 2023 Held for 2y 5m	$340.07B
A Advisor Group Holdings, Inc. Institution	-	$49.1M 0.07% of portfolio	1.4M shares	Q3 2022 Held for 3y 2m	$71.0B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$47.0M 0.06% of portfolio	1.3M shares	Q1 2023 Held for 2y 8m	$85.4B
Creekmur Asset Management LLC RIA/Wealth	John Mark Creekmur Founder	$43.7M 7.27% of portfolio	1.3M shares	Q4 2023 Held for 1y 11m	$600.7M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$33.4M 0.01% of portfolio	959.9K shares	Q3 2023 Held for 2y 2m	$341.99B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$28.0M 0.13% of portfolio	804.2K shares	Q4 2022 Held for 2y 11m	$21.8B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$21.2M 0.06% of portfolio	609.7K shares	Q3 2023 Held for 2y 2m	$33.5B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$19.8M 0.03% of portfolio	568.1K shares	Q2 2023 Held for 2y 5m	$71.1B
R ROYAL BANK OF CANADA Institution	-	$18.2M 0.00% of portfolio	522.1K shares	Q4 2023 Held for 1y 11m	$542.04B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$17.6M 0.01% of portfolio	506.4K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for BUFQ in Q3 2025

Traded: +$17.6M
Buyers: 90
Sellers: 55
Total Bought: +$62.1M
Total Sold: −$44.6M
Avg Position: $5.7M

Biggest Buyers

Institution	Net Bought	Current Position
Concorde Asset Management, LLC RIA/Wealth	+$6.8M +193.7K shares	$6.8M 193.7K shares
Kestra Advisory Services, LLC RIA/Wealth	+$5.8M +166.9K shares	$7.7M 219.8K shares
Cetera Investment Advisers RIA/Wealth	+$5.0M +144.9K shares	$47.0M 1.3M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$3.3M +93.8K shares	$19.8M 568.1K shares
A Advisor Group Holdings, Inc. Institution	+$3.2M +93.7K shares	$49.1M 1.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$3.1M +87.6K shares	$33.4M 959.9K shares
Creekmur Asset Management LLC RIA/Wealth	+$2.4M +67.8K shares	$43.7M 1.3M shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.2M +62.0K shares	$14.3M 411.3K shares
Goss Wealth Management LLC RIA/Wealth	+$2.2M +62.0K shares	$28.0M 804.2K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$2.2M +61.9K shares	$9.8M 281.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$18.0M −515.7K shares	$273.5M 7.9M shares
CoreCap Advisors, LLC RIA/Wealth	−$7.5M −215.3K shares	$4.1M 118.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$2.3M −67.2K shares	$17.6M 506.4K shares
Cooper Financial Group RIA/Wealth	−$2.1M −63.5K shares	Sold Off 0 shares
Kingsview Wealth Management, LLC RIA/Wealth	−$1.8M −52.6K shares	$557.8K 16.0K shares
WELLS FARGO & COMPANY/MN Institution	−$1.6M −48.5K shares	Sold Off 0 shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	−$1.5M −43.1K shares	$6.3M 182.1K shares
Kovack Advisors, Inc. RIA/Wealth	−$989.9K −28.4K shares	$1.5M 43.3K shares
National Asset Management, Inc. RIA/Wealth	−$981.0K −29.5K shares	Sold Off 0 shares
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth	−$873.8K −25.1K shares	$706.9K 20.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BUFQ in Q3 2025

New Positions: 13
New Value: $3.9M
Exited Positions: 12
Exited Value: $7.8M

New Positions

Institution	Position Value
OPPENHEIMER & CO INC RIA/Wealth	$627.5K 18.0K shares
Wealth Watch Advisors, INC RIA/Wealth	$557.1K 16.0K shares
INTL FCSTONE INC. Institution	$483.4K 13.9K shares
Sovran Advisors, LLC RIA/Wealth	$385.6K 10.9K shares
VestGen Advisors, LLC RIA/Wealth	$373.4K 10.7K shares
Summit Financial, LLC RIA/Wealth	$372.0K 10.7K shares
Ausdal Financial Partners, Inc. RIA/Wealth	$290.1K 8.3K shares
Maia Wealth LLC RIA/Wealth	$281.9K 8.0K shares
Collaborative Wealth Managment Inc. RIA/Wealth	$220.3K 6.3K shares
Quad-Cities Investment Group, LLC RIA/Wealth	$208.5K 6.0K shares

Exited Positions

Institution	Previous Position
Cooper Financial Group RIA/Wealth	$2.1M 63.5K shares
WELLS FARGO & COMPANY/MN Institution	$1.6M 48.5K shares
National Asset Management, Inc. RIA/Wealth	$981.0K 29.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$759.4K 22.9K shares
W WCG Wealth Advisors LLC Institution	$594.3K 17.9K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$480.3K 14.5K shares
N NewEdge Wealth, LLC Institution	$466.4K 13.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$303.8K 9.2K shares
Prospect Financial Services LLC RIA/Wealth	$230.4K 6.9K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$205.2K 220.0K shares

Options Activity

Institutions with the largest Call and Put options positions in BUFQ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BUFQ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Creekmur Asset Management LLC RIA/Wealth	John Mark Creekmur Founder	7.27% $43.7M	1.3M shares	Q4 2023 Held for 1y 11m	$600.7M
IMG Wealth Management, Inc. RIA/Wealth	Nick Allen Edwards President	6.94% $10.1M	290.2K shares	Q4 2024 Held for 11 months	$145.7M
Seros Financial, LLC RIA/Wealth	Jeremy Windell Smith Managing Partner	4.57% $7.5M	216.3K shares	Q1 2025 Held for 8 months	$165.0M
Centennial Wealth Advisory LLC RIA/Wealth	Luke Leonard Mooi CCO	4.55% $16.4M	469.6K shares	Q2 2024 Held for 1y 5m	$359.3M
Valtinson Bruner Financial Planning LLC RIA/Wealth	Lauris Devon Valtinson Managing Partner	4.29% $14.4M	413.6K shares	Q2 2023 Held for 2y 5m	$336.1M
R RiverTree Advisors, LLC RIA/Wealth	Theodore Spencer Rich President	4.24% $6.6M	188.3K shares	Q4 2023 Held for 1y 11m	$154.7M
P Pitti Group Wealth Management, LLC Institution	-	4.09% $4.8M	137.6K shares	Q4 2024 Held for 11 months	$117.1M
Ergawealth Advisors, Inc. RIA/Wealth	Ian Leo Laterreur President	3.81% $7.8M	224.3K shares	Q1 2024 Held for 1y 8m	$205.2M
FOCUS Wealth Advisors, LLC RIA/Wealth	Mark Andrew Frugoni Managing Partner	2.93% $6.1M	174.7K shares	Q3 2023 Held for 2y 2m	$208.1M
Concorde Asset Management, LLC RIA/Wealth	John Herbert Gakenheimer President	2.83% $6.8M	193.7K shares	Q3 2025 Held for 2 months	$238.8M

Hedge Fund Spotlight

Discover hedge funds investing in BUFQ

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in FT Vest Laddered Nasdaq Buffer

Market Value: $211.4K
Shares Held: 6.1K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

View full profile