AE Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

AE Wealth Management’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-130	Closed	-$2.92K	–	2177
2025 Q1	$2.92K	Buy	+130	New	+$2.94K	﹤0.01%	1995
2024 Q1	–	Sell	-672,062	Closed	-$14.2M	–	1262
2023 Q4	$14.2M	Buy	672,062 +640,919	+2,058%	+$12.9M	0.07%	316
2023 Q3	$613K	Buy	31,143 +97	+0.3%	+$1.94K	﹤0.01%	1282
2023 Q2	$618K	Buy	+31,046	New	+$599K	﹤0.01%	1278
2022 Q4	–	Sell	-10,297	Closed	-$186K	–	1820
2022 Q3	$186K	Sell	10,297 -17	-0.2%	-$319	﹤0.01%	1617
2022 Q2	$191K	Buy	+10,314	New	+$198K	﹤0.01%	1604

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

AE Wealth Management's BUFT Position: Q2 2025 in Review

AE Wealth Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2025, closing a stake of 130 shares — an estimated $2.92K sold.

AE Wealth Management first reported a position in BUFT in Q2 2022 and held it in 6 quarters. The position peaked at $14.2M in Q4 2023. 61 funds tracked by Wall St. Rank hold BUFT as of Q2 2025.

AE Wealth Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 130 FT Vest Buffered Allocation Defensive ETF shares in Q2 2025, an estimated $2.92K.
AE Wealth Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and held it in 6 quarters.
AE Wealth Management's FT Vest Buffered Allocation Defensive ETF position peaked at $14.2M in Q4 2023.
61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.