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