BEI
BUFD icon

Benjamin Edwards Inc’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Benjamin Edwards Inc’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Sell
10,194
-958
-9% -$27.1K ﹤0.01% 1181
2025
Q4 		$315K Sell
11,152
-1,890
-14% -$52.7K ﹤0.01% 1090
2025
Q3 		$360K Sell
13,042
-2,016
-13% -$54.6K ﹤0.01% 1035
2025
Q2 		$400K Sell
15,058
-4,765
-24% -$120K 0.01% 918
2025
Q1 		$495K Sell
19,823
-3,303
-14% -$84.5K 0.01% 785
2024
Q4 		$590K Sell
23,126
-3,445
-13% -$87.5K 0.01% 772
2024
Q3 		$665K Buy
+26,571
New +$653K 0.01% 709
2023
Q2 		– Sell
-3,900
Closed -$80K – 675
2023
Q1 		$80K Buy
+3,900
New +$78.2K 0.02% 397

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return