FT VEST LADDERED MODERATE BU (BUFZ) Institutional Ownership Changes & 13F Activity

FT VEST LADDERED MODERATE BU (BUFZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Coppell Advisory Solutions Llc, Raymond James Financial Inc, Osaic Holdings, Inc., Action Point Financial Planning, Llc, and Kingsview Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+27,975+32.9%113,051$3.16MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+33,34033,340$931.19KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+58,219+32.3%238,562$6.66MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-6,939-44.5%8,659$241.85KQ2 2026Aug 17, 2026
Coppell Advisory Solutions LlcBuy+1,277,1631,277,163$370.00Q2 2026Aug 14, 2026
Raymond James Financial IncBuy+931,391+31.6%3,878,407$108.32MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-322,124-17.2%1,553,382$43.39MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+78,10578,105$2.18MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+37,07937,079$1.04MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+30,13630,136$841.70KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+28,189+226.5%40,632$1.13MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+25,937+80.2%58,273$1.63MQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcSell-4,989-14.0%30,694$857.28KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-3,000-22.7%10,200$284.89KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncSell-2,436-19.4%10,106$282.26KQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-2,315-3.2%69,777$1.95MQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+1,758+3.6%51,085$1.43MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+1,500+85.7%3,250$90.77KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-1,441-2.0%71,750$2.00MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,113+35.1%4,283$119.62KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-916-6.8%12,487$348.76KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+871+41.1%2,988$83.45KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-839-1.3%65,704$1.84MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+837+35.3%3,207$89.57KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcBuy+22,506+5.5%431,458$12.05MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+7,064+17.2%48,058$1.34MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-4,951-5.2%90,584$2.53MQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,760+802.3%3,104$86.69KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+1,148+3.6%33,361$931.77KQ2 2026Aug 13, 2026
Mariner, LlcBuy+950+4.0%24,750$691.27KQ2 2026Aug 13, 2026
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Frequently asked questions about BUFZ activity

  • Which institutional owners are buying BUFZ?

    Institutional owners buying BUFZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BUFZ activity?

    "Buy" means an investor increased their reported position in BUFZ compared to the prior reporting period. This reflects growing exposure to FT VEST LADDERED MODERATE BU (BUFZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BUFZ increasing?

    Institutional interest in BUFZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.