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BUFZ — FT VEST LADDERED MODERATE BU

Reported value held$3.89M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)6
Institutional value$3.64M · 130.29K sh
New / Add / Cut / Exit2 / 2 / 2 / 0
Top-5 / Top-10 concentration99.9% / 100.0%
Institutional holdings change Accumulating +68.1% (+52.80K sh)
Institutional value change Up +78.7%

As of Q2 2026, 6 SEC-registered investment managers reported holding BUFZ (FT VEST LADDERED MODERATE BU) in their latest 13F filings, with a combined reported value of $3.64M across 130.29K shares. That is +68.1% by share count (+52.80K shares) versus the previous quarter, while reported value moved +78.7%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
AQR Capital Management history Q2 2026 71.75K $2.00M 0.00% Reduce
Citadel Advisors history Q2 2026 33.34K $931.19K 0.00% New
JPMorgan Chase & Co history Q2 2026 17.64K $491.34K 0.00% New
Goldman Sachs Group history Q3 2025 9.64K $249.57K 0.00% New
Wells Fargo & Co history Q2 2026 4.28K $119.62K 0.00% Add
Morgan Stanley history Q2 2026 3.10K $86.69K 0.00% Add
UBS Group AG history Q2 2026 180 $5.03K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
AQR Capital Management — — 10.14K 10.14K 10.14K 15.46K 74.94K 74.94K 73.19K 71.75K
Citadel Advisors 10.74K 19.77K — 25.22K 23.55K 37.07K — — — 33.34K
JPMorgan Chase & Co — — — — 6.35K 4.72K 116.51K 20 — 17.64K
Wells Fargo & Co — — — — — 215 3.38K 3.17K 3.17K 4.28K
Morgan Stanley — — — — — — — 344 344 3.10K
UBS Group AG — — — — — — — — 783 180
Goldman Sachs Group — — — — — — 9.64K — — —

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