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 Q2	$273K	Sell	9,191 -1,003	-10%	-$29.4K	﹤0.01%	1272
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin Edwards Inc's BUFD Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 9.8% in Q2 2026, selling an estimated $29.4K and leaving 9,191 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Benjamin Edwards Inc first reported a position in BUFD in Q1 2023 and has held it in 9 quarters since. The position peaked at $665K in Q3 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Benjamin Edwards Inc held 9,191 shares of FT Vest Fund of Deep Buffer ETFs worth $273K as of Q2 2026.
Benjamin Edwards Inc sold 1,003 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $29.4K.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1272 holding.
Benjamin Edwards Inc first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 9 quarters since.
Benjamin Edwards Inc's FT Vest Fund of Deep Buffer ETFs position peaked at $665K in Q3 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.