BUFZ

Ft Vest Laddered Moderate Bu

+$32.0M

Net Activity

Institutions Holding

123

Popularity Rank

#4018

Avg Weight

0.29%

Total Value

$699.1M

Ownership Trend

123 institutions currently hold BUFZ, with 69 net buyers and 40 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

40

Net Buying Institutions

69

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$114.8M
FF
Forge Financial Services LLC
$108.9M
RJ
Raymond James Financial INC
$77.4M
OH
Osaic Holdings, INC.
$49.3M
EA
Envestnet Asset Management INC
$35.8M

Top 5 by Conviction

FF
Forge Financial Services LLC
11.03%
RA
Rise Advisors, LLC
6.49%
GW
Goldenstone Wealth Management LLC
2.97%
JC
Jacobi Capital Management LLC
1.29%
RI
Richmond Investment Services, LLC
1.29%
View all 123 holding institutions

Quarterly Activity

Recent Activity

+$559.2M

Total Buy Value

$181.6M

Total Sell Value

New buy14
Trim30
Add55
Sold out10

69

Net Buyers

40

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FT VEST LADDERED MODERATE BU (BUFZ)?
Major stakeholders currently include LPL Financial LLC ($114.8M), Forge Financial Services LLC ($108.9M), Raymond James Financial INC ($77.4M). Based on the latest 13F filings, there are a total of 123 tracked investment funds and institutions maintaining positions in BUFZ.
What is the overall institutional sentiment toward BUFZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $32.0M, driven by 69 managers accumulating shares while 40 reduced their exposure.
Which institutions have been selling or reducing their BUFZ positions?
In the latest period, 30 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $181.6M.
Are there any notable investors adding BUFZ to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 55 existing holders added to their shares. The total reported buy value for the quarter amounted to $559.2M.

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