BUFR
Buffer or defined outcome
FT Vest Laddered Buffer ETF · First Trust
537 firms reported holding BUFR, worth $8.3B on June 30, 2026. That’s about 86% of the fund’s $9.6B in assets on May 31, 2026.
From SEC Form 13F, which covers managers with $100M+ in US securities. Next update around mid-November.
489 of 537 firms match. Wirehouses, banks, market makers and fund companies are hidden. Change Firm type to see them.
| Firm | Location | Position on June 30, 2026 | Change since last quarter (shares) | % of firm's 13F portfolio | Firm's 13F portfolio | Contacts |
|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC RIA (Form ADV) | Plymouth, MN | $124.2M | ▲ +316,008+10.3% | 0.21% | $59.6B | Unlock contacts |
| Private Advisor Group, LLC RIA (Form ADV) | Morristown, NJ | $122.2M | ▲ +75,272+2.3% | 0.56% | $21.8B | Unlock contacts |
| NewEdge Advisors, LLC RIA (Form ADV) | New Orleans, LA | $109.0M | ▲ +372,270+14.3% | 0.32% | $33.6B | Unlock contacts |
| Howard Capital Management, LLC RIA (Form ADV) | Alpharetta, GA | $93.0M | ▲ +203,027+8.7% | 1.1% | $8.4B | Unlock contacts |
| Gladstone Institutional Advisory LLC RIA (Form ADV) | Bedminster, NJ | $76.7M | ▲ +531,158+33.9% | 2.4% | $3.2B | Unlock contacts |
484 more firms match. See them all with Advisors and Institutions.
See pricing Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have. Firm type comes from Form ADV and the firm’s name, so it isn’t always right.
Performance
Year to date
6.5%
1 year
18.6%
3 years, annualized
15.3%
5 years, annualized
10.0%
10 years, annualized
—
Since launch, annualized
10.8%
Volatility
9.5%
Worst monthly-close drop since 2020
-13.3%
| 2020* | 2021 | 2022 | 2023 | 2024 | 2025 | 2026* |
|---|---|---|---|---|---|---|
| 6.8% | 12.0% | -7.7% | 19.8% | 14.6% | 12.6% | 6.5% |
* Part of a year. Total returns through May 2026, from the fund’s SEC Form N-PORT filings, which come out up to three months later.