FT Vest Laddered Buffer

BUFR • BATS

FT Vest Laddered Buffer is an exchange-traded fund on BATS. As of Q3 2025, 426 institutional investors hold shares in this ETF, with total holdings valued at $6.3B. LPL Financial LLC is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in BUFR as of Q3 2025

All Institutions

Institutions: 426
Value Held: $6.3B
Shares Held: 187.6M
Avg Position: $14.7M
Median Position: $1.7M

Hedge Funds

Hedge Funds: 9
Value Held: $26.8M
Shares Held: 800.7K
Avg Position: $3.0M
Median Position: $1.4M

Biggest Investors

Institutions with the largest positions in BUFR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.4B 0.41% of portfolio	42.0M shares	Q4 2021 Held for 4 years	$340.07B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$407.3M 0.48% of portfolio	12.2M shares	Q3 2020 Held for 5y 3m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$381.4M 0.54% of portfolio	11.4M shares	Q3 2020 Held for 5y 3m	$71.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$276.3M 0.08% of portfolio	8.3M shares	Q1 2021 Held for 4y 9m	$342.01B
A Advisor Group Holdings, Inc. Institution	-	$250.1M 0.35% of portfolio	7.6M shares	Q3 2020 Held for 5y 3m	$71.0B
CWM, LLC RIA/Wealth	George Burton White CEO	$169.8M 0.54% of portfolio	5.1M shares	Q4 2022 Held for 3 years	$31.5B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$157.0M 0.05% of portfolio	4.7M shares	Q4 2024 Held for 1 year	$310.44B
R ROYAL BANK OF CANADA Institution	-	$155.7M 0.03% of portfolio	4.7M shares	Q3 2022 Held for 3y 3m	$542.04B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$119.7M 0.18% of portfolio	3.6M shares	Q1 2023 Held for 2y 9m	$65.5B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$110.8M 0.30% of portfolio	3.3M shares	Q3 2021 Held for 4y 3m	$36.7B

Net Capital Flow

Institutional buying and selling activity for BUFR in Q3 2025

Traded: +$340.3M
Buyers: 243
Sellers: 162
Total Bought: +$528.6M
Total Sold: −$188.3M
Avg Position: $13.8M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$74.3M +2.2M shares	$1.4B 42.0M shares
Kestra Advisory Services, LLC RIA/Wealth	+$44.7M +1.3M shares	$107.2M 3.2M shares
Cetera Investment Advisers RIA/Wealth	+$39.5M +1.2M shares	$407.3M 12.2M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$33.3M +997.8K shares	$157.0M 4.7M shares
T Triad Wealth Partners, LLC RIA/Wealth	+$30.9M +924.8K shares	$32.7M 979.5K shares
MORGAN STANLEY RIA/Wealth	+$28.5M +854.0K shares	$29.9M 895.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$22.8M +681.2K shares	$276.3M 8.3M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$22.2M +663.0K shares	$381.4M 11.4M shares
PSI Advisors, LLC RIA/Wealth	+$17.9M +536.7K shares	$17.9M 536.7K shares
Prosperity Consulting Group, LLC RIA/Wealth	+$12.2M +365.6K shares	$23.7M 709.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Amplius Wealth Advisors, LLC RIA/Wealth	−$28.5M −853.1K shares	$4.4M 130.2K shares
Hibernia Wealth Partners, LLC RIA/Wealth	−$16.2M −483.4K shares	$17.4M 519.8K shares
Seros Financial, LLC RIA/Wealth	−$9.6M −286.0K shares	$6.6M 199.0K shares
Drake & Associates, LLC RIA/Wealth	−$8.1M −239.4K shares	$888.7K 26.4K shares
Lifestyle Asset Management, Inc. RIA/Wealth	−$7.7M −231.7K shares	$10.8M 322.5K shares
RFG Advisory Group, LLC RIA/Wealth	−$7.6M −228.8K shares	$26.3M 788.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$6.6M −208.4K shares	Sold Off 0 shares
Eqis Capital Management, Inc. RIA/Wealth	−$6.5M −204.5K shares	Sold Off 0 shares
CoreCap Advisors, LLC RIA/Wealth	−$6.1M −183.3K shares	$2.3M 69.6K shares
JPMORGAN CHASE & CO Institution	−$5.5M −163.7K shares	$5.0M 150.9K shares

Entry and Exit Activity

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

New Positions: 23
New Value: $26.3M
Exited Positions: 28
Exited Value: $35.0M

New Positions

Institution	Position Value
Uniting Wealth Partners, LLC RIA/Wealth	$12.1M 363.0K shares
KPP Advisory Services LLC RIA/Wealth	$4.6M 136.3K shares
Summit Financial, LLC RIA/Wealth	$3.5M 104.0K shares
McCarthy & Cox RIA/Wealth	$1.2M 36.1K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$948.1K 28.4K shares
V Vise Technologies, Inc. Institution	$643.4K 19.3K shares
E Equity Wealth Partners, LLC RIA/Wealth	$557.4K 16.7K shares
EWA, LLC RIA/Wealth	$431.1K 12.9K shares
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth	$382.9K 11.5K shares
Optivise Advisory Services LLC RIA/Wealth	$318.3K 9.5K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$6.6M 208.4K shares
Eqis Capital Management, Inc. RIA/Wealth	$6.5M 204.5K shares
Financial Advocates Investment Management RIA/Wealth	$4.4M 138.7K shares
Armis Advisers, LLC RIA/Wealth	$2.7M 84.3K shares
WT Wealth Management RIA/Wealth	$2.5M 78.7K shares
Richard P Slaughter Associates Inc RIA/Wealth	$1.8M 57.7K shares
L Lion Street Advisors, LLC RIA/Wealth	$1.8M 56.4K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.2M 38.5K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$1.1M 33.3K shares
Santori & Peters, Inc. RIA/Wealth	$977.2K 30.7K shares

Options Activity

Institutions with the largest Call and Put options positions in BUFR 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 BUFR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Hibernia Wealth Partners, LLC RIA/Wealth	Paul Vincent Saltaformaggio Managing Partner	11.18% $17.4M	519.8K shares	Q3 2023 Held for 2y 3m	$155.4M
Financial Network Wealth Advisors LLC RIA/Wealth	Michael Earl Bell Managing Partner	11.16% $10.2M	304.8K shares	Q4 2023 Held for 2 years	$91.3M
IMG Wealth Management, Inc. RIA/Wealth	Nick Allen Edwards President	11.05% $16.1M	481.9K shares	Q4 2024 Held for 1 year	$145.7M
Cooper Capital Advisors LLC RIA/Wealth	Clinton Wayne Cooper CEO	9.86% $13.1M	391.4K shares	Q4 2024 Held for 1 year	$132.7M
Solano Wealth Investment Advisors LLC RIA/Wealth	Carlos Romero Mendoza CEO	7.99% $16.6M	495.5K shares	Q4 2024 Held for 1 year	$207.3M
Symphony Financial Services, Inc. RIA/Wealth	John Y Kim President	7.93% $14.7M	439.9K shares	Q4 2024 Held for 1 year	$185.3M
Schulz Wealth, LTD. RIA/Wealth	Robert Rankin Schulz President	7.74% $11.7M	350.3K shares	Q4 2023 Held for 2 years	$151.3M
Creekmur Asset Management LLC RIA/Wealth	John Mark Creekmur Founder	7.48% $44.9M	1.3M shares	Q4 2023 Held for 2 years	$600.7M
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth	Walter John West Managing Partner	6.65% $33.7M	1.0M shares	Q4 2023 Held for 2 years	$506.3M
Valtinson Bruner Financial Planning LLC RIA/Wealth	Robert John Bruner Managing Partner	6.56% $22.0M	659.4K shares	Q2 2023 Held for 2y 6m	$336.1M

Hedge Fund Spotlight

Discover hedge funds investing in BUFR

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerDavid Allen Lippe

Portfolio Value: $75.8B
Positions: 3,421
Last Reported: Q3 2025

Sector Allocation

Position in FT Vest Laddered Buffer

Market Value: $1.4M
Shares Held: 40.5K
Portfolio Weight: 0.00%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%