Who Owns BUFY?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$22.90
-0.04 (-0.17%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
10
Total Inst. Value
$2.5M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $739K | 37,390 |
| 2 | NewEdge Advisors, LLC | $381K | 19,303 |
| 3 | DHJJ Financial Advisors, Ltd. | $380K | 19,237 |
| 4 | CITADEL ADVISORS LLC | $262K | 13,255 |
| 5 | Lane & Associates LLC | $258K | 13,055 |
| 6 | Integrated Wealth Concepts LLC | $247K | 12,475 |
| 7 | MML INVESTORS SERVICES, LLC | $229K | 11,608 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $9K | 451,953 |
| 9 | UBS Group AG | $2K | 112 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1K | 51,528 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NewEdge Advisors, LLC | +140 | $381K |
| COMMONWEALTH EQUITY SERVICES, LLC | +78K | $9K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold BUFY?
As of Q1 2025, 10 institutional investors report holding BUFY (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most BUFY?
The largest institutional holder of BUFY is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $739K in shares.
Are institutions buying or selling BUFY?
This quarter, 8 institutions opened new positions in BUFY and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.