Public ownership evidence

FT Vest Laddered Buffer ETF (BUFR) Ownership Disclosures

Read BUFR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Vest Laddered Buffer ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
278,506
Value (USD)
$8,268,854
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BUFR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BUFR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29278,506$8,268,854None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2823,388$854,364None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2824,997$844,149None
Legacy Edge Advisors, LLC2025-09-302026-08-2745,219$1,511,219None
Schulz Wealth, LTD.2026-06-302026-08-27342,573$12,514,192None
Kirkwood Financial Services2026-06-302026-08-2625,255$922,565None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2611,605$391,901None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2611,605$423,931None
Rehmann Capital Advisory Group2026-06-302026-08-2181,906$2,992,026None
Kingsview Wealth Management, LLC2026-06-302026-08-20251,333$9,181,194None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,750$100,458None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2059,988$2,191,362None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2091,596$3,346,002None
Beacon Pointe Advisors, LLC2026-06-302026-08-19118,880$4,342,687None
Capasso Planning Partners LLC2026-06-302026-08-19385,702$14,089,694None
Denver PWM, LLC2026-06-302026-08-1999,896$3,739,108None
Legacy Edge Advisors, LLC2025-06-302026-08-1838,004$1,208,527None
Legacy Edge Advisors, LLC2025-03-312026-08-1839,509$1,173,022None
Legacy Edge Advisors, LLC2024-09-302026-08-1843,994$1,314,981None
Legacy Edge Advisors, LLC2024-06-302026-08-1832,046$926,770None
Legacy Edge Advisors, LLC2024-03-312026-08-188,591$240,204None
Legacy Edge Advisors, LLC2024-12-312026-08-1847,255$1,442,223None
Strive Financial Group ,LLC2026-06-302026-08-1884$3,069None
Asset Allocation Strategies LLC2026-06-302026-08-1856,515$2,064,511None
FSA Advisors, Inc.2026-06-302026-08-1821,230$775,523None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18107,381$3,921,539None
Wiser Advisor Group LLC2026-06-302026-08-18133,562$4,879,017None
Equitable Holdings, Inc.2026-06-302026-08-181,160,700$42,400,444None
Jefferies Financial Group Inc.2026-06-302026-08-1812,000$438,360None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18234,211$8,556,000None
Sequent Planning LLC2026-06-302026-08-156,122$223,637None
AMERIFLEX GROUP, INC.2026-06-302026-08-1540,383$1,475,191None
10Elms LLP2026-06-302026-08-156,842$249,938None
Frederick Financial Consultants, LLC2026-06-302026-08-15317,634$11,603,181None
Blueprint Financial Advisors LLC2026-06-302026-08-1519,969$729,468None
Synergy Investment Management, LLC2026-06-302026-08-1520,098$734,182None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1513,200$482,199None
Glen Eagle Advisors, LLC2026-06-302026-08-1571,756$2,621,259None
Perissos Private Wealth Management, LLC2026-06-302026-08-1585,461$3,121,890None
Mutual Advisors, LLC2026-06-302026-08-15123,639$4,516,533None
Advyzon Investment Management, LLC2026-06-302026-08-1516,311$595,841None
Advyzon Investment Management, LLC2026-06-302026-08-153,044$111,197None
Navis Wealth Advisors, LLC2026-06-302026-08-1510,604$387,364None
Lifeworks Advisors, LLC2026-06-302026-08-1514,163$517,374None
Perennial Investment Advisors, LLC2026-06-302026-08-1597,866$3,575,050None
Capital Asset Advisory Services LLC2026-06-302026-08-156,000$219,180None
KINTRA WEALTH, LLC2026-06-302026-08-15169,453$6,342,617None
Ameritas Advisory Services, LLC2026-06-302026-08-15548,284$20,028,831None
WCG Wealth Advisors LLC2026-06-302026-08-15352,462$12,875,450None
XTX Topco Ltd2026-06-302026-08-1532,742$1,196,065None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Schulz Wealth, LTD. ↗Kirkwood Financial Services ↗Kingsbury Capital Investment Advisors LLC ↗Kingsbury Capital Investment Advisors LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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