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Asset Dedication LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Asset Dedication LLC’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.1K Hold
1,661
– – ﹤0.01% 465
2025
Q4 		$56.9K Hold
1,661
– – ﹤0.01% 480
2025
Q3 		$55.5K Hold
1,661
– – ﹤0.01% 505
2025
Q2 		$52.8K Hold
1,661
– – ﹤0.01% 512
2025
Q1 		$49.3K Hold
1,661
– – ﹤0.01% 478
2024
Q4 		$50.6K Hold
1,661
– – ﹤0.01% 474
2024
Q3 		$49.6K Hold
1,661
– – ﹤0.01% 510
2024
Q2 		$48K Hold
1,661
– – ﹤0.01% 502
2024
Q1 		$46K Hold
1,661
– – ﹤0.01% 457
2023
Q4 		$44K Hold
1,661
– – ﹤0.01% 447
2023
Q3 		$41K Hold
1,661
– – ﹤0.01% 455
2023
Q2 		$42K Hold
1,661
– – ﹤0.01% 462
2023
Q1 		$39K Hold
1,661
– – ﹤0.01% 459
2022
Q4 		$37K Hold
1,661
– – ﹤0.01% 456
2022
Q3 		$35K Buy
+1,661
New +$36.9K ﹤0.01% 444

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return