Atria Investments’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Atria Investments’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
2026 Q1	$737K	Sell	29,706 -700	-2%	-$17.3K	0.01%	1231
2025 Q4	$748K	Buy	30,406 +42	+0.1%	+$1.02K	0.01%	1227
2025 Q3	$733K	Buy	30,364 +345	+1%	+$8.24K	0.01%	1207
2025 Q2	$707K	Buy	30,019 +151	+0.5%	+$3.43K	0.01%	1232
2025 Q1	$670K	Buy	29,868 +656	+2%	+$14.8K	0.01%	1193
2024 Q4	$655K	Buy	29,212 +3,938	+16%	+$87.9K	0.01%	1196
2024 Q3	$559K	Buy	+25,274	New	+$555K	0.01%	1263
2023 Q1	–	Sell	-331,690	Closed	-$6.12M	–	823
2022 Q4	$6.12M	Sell	331,690 -81,414	-20%	-$1.51M	0.13%	208
2022 Q3	$7.48M	Sell	413,104 -2,115	-0.5%	-$39.7K	0.17%	154
2022 Q2	$7.7M	Sell	415,219 -143,011	-26%	-$2.75M	0.16%	152
2022 Q1	$11.2M	Buy	558,230 +7,141	+1%	+$142K	0.2%	125
2021 Q4	$11.1M	Buy	+551,089	New	+$11M	0.2%	120

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

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

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

GWM

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

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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Atria Investments's BUFT Position: Q1 2026 in Review

Atria Investments reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 2.3% in Q1 2026, selling an estimated $17.3K and leaving 29,706 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #1231.

Atria Investments first reported a position in BUFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $11.2M in Q1 2022. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Atria Investments held 29,706 shares of FT Vest Buffered Allocation Defensive ETF worth $737K as of Q1 2026.
Atria Investments sold 700 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $17.3K.
FT Vest Buffered Allocation Defensive ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1231 holding.
Atria Investments first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 12 quarters since.
Atria Investments's FT Vest Buffered Allocation Defensive ETF position peaked at $11.2M in Q1 2022.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.