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FT Vest Buffered Allocation Growth ETF (BUFG) Institutional Ownership

$24.94 -0.10 (-0.40%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for FT Vest Buffered Allocation Growth ETF (BATS:BUFG)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.39M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$253.15K
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BUFG Institutional Buying and Selling by Quarter

FT Vest Buffered Allocation Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.2,101$52K0.0%-23.1%0.023%
2/18/2025 Novem Group40,064$982K0.1%N/A0.435%
2/12/2025 FSB Premier Wealth Management Inc.55,409$1.36M0.5%+2.4%0.602%
1/22/2025 Kingswood Wealth Advisors LLC59,488$1.46M0.1%+3.6%0.647%
1/17/2025 Avior Wealth Management LLC15,813$387K0.0%-2.6%0.172%
11/18/2024 Sunbelt Securities Inc.2,732$66K0.0%N/A0.030%
11/15/2024 Integrated Wealth Concepts LLC138,609$3.34M0.0%-5.0%1.507%
11/4/2024 Jaffetilchin Investment Partners LLC33,626$811K0.1%-1.3%0.366%
7/9/2024 Kingswood Wealth Advisors LLC57,685$1.34M0.1%-3.0%0.627%
6/11/2024 American Trust15,019$338K0.0%+15.6%0.163%
5/1/2024 Janney Montgomery Scott LLC9,376$211K0.0%N/A0.103%
2/21/2024 American Trust12,989$276K0.0%N/A0.179%
1/30/2024 Avior Wealth Management LLC24,311$517K0.0%-44.9%0.335%
1/16/2024 Kingswood Wealth Advisors LLC59,046$1.26M0.1%N/A0.814%
10/17/2023 Avior Wealth Management LLC44,156$869K0.1%+47.9%0.609%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC29,865$603K0.0%-12.9%0.401%
5/12/2023 Tradition Wealth Management LLC10,081$191K0.0%+35.6%0.121%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC34,304$650K0.0%N/A0.411%
5/5/2023 Silver Oak Securities Incorporated14,790$280K0.0%+41.4%0.177%
3/6/2023 OLD Mission Capital LLC18,441$331K0.0%+20.3%0.221%
2/2/2023 Silver Oak Securities Incorporated10,456$188K0.0%N/A0.000%
1/1/2023 FSB Premier Wealth Management Inc.57,202$964K0.6%+1.2%0.000%
(Data available from 1/1/2016 forward)

BUFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUFG shares?

During the previous two years, 13 institutional investors and hedge funds held shares of FT Vest Buffered Allocation Growth ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($3.34M), Kingswood Wealth Advisors LLC ($1.46M), FSB Premier Wealth Management Inc. ($1.36M), Novem Group ($982K), Jaffetilchin Investment Partners LLC ($811K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($603K), and Avior Wealth Management LLC ($387K).Learn more on BUFG's institutional investors.

Which institutional investors have been buying FT Vest Buffered Allocation Growth ETF stock?

Of the 11 institutional investors that purchased FT Vest Buffered Allocation Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingswood Wealth Advisors LLC ($61.13K), Novem Group ($40.06K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($34.30K), American Trust ($15.02K), Avior Wealth Management LLC ($14.29K), Janney Montgomery Scott LLC ($9.38K), and Silver Oak Securities Incorporated ($4.33K).

How much institutional buying is happening at FT Vest Buffered Allocation Growth ETF?

Institutional investors have bought a total of 188,305 shares in the last 24 months. This purchase volume represents approximately $4.04M in transactions.

Which FT Vest Buffered Allocation Growth ETF major shareholders have been selling company stock?

The following institutional investors have sold FT Vest Buffered Allocation Growth ETF stock in the last 24 months: Avior Wealth Management LLC ($20.28K), Integrated Wealth Concepts LLC ($7.30K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.44K), Kingswood Wealth Advisors LLC ($1.78K), Sunbelt Securities Inc. ($631.00), and Jaffetilchin Investment Partners LLC ($428.00).

How much institutional selling is happening at FT Vest Buffered Allocation Growth ETF?

Institutional investors have sold a total of 34,850 shares in the last 24 months. This volume of shares sold represents approximately $765.03K in transactions.



This page (BATS:BUFG) was last updated on 2/22/2025 by MarketBeat.com Staff
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