Capital Analysts LLC’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Capital Analysts LLC’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$718K	Buy	26,729 +8,400	+46%	+$231K	0.02%	387
2025 Q4	$504K	Buy	18,329 +5,760	+46%	+$157K	0.01%	425
2025 Q3	$339K	Buy	+12,569	New	+$330K	0.01%	488
2025 Q2	–	Sell	-396	Closed	-$9K	–	1388
2025 Q1	$9K	Buy	+396	New	+$9.73K	﹤0.01%	1130
2023 Q1	–	Sell	-500	Closed	-$9K	–	978
2022 Q4	$9K	Hold	500	–	–	﹤0.01%	861
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	832
2022 Q2	$9K	Sell	500 -396	-44%	-$7.36K	﹤0.01%	804
2022 Q1	$18K	Buy	896 +500	+126%	+$9.81K	﹤0.01%	679
2021 Q4	$8K	Buy	+396	New	+$7.97K	﹤0.01%	831

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CWA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

PFPG

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

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Capital Analysts LLC's BUFG Position: Q1 2026 in Review

Capital Analysts LLC increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 46% in Q1 2026, buying an estimated $231K and bringing the position to 26,729 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #387.

Capital Analysts LLC first reported a position in BUFG in Q4 2021 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

Capital Analysts LLC held 26,729 shares of FT Vest Buffered Allocation Growth ETF worth $718K as of Q1 2026.
Capital Analysts LLC bought 8,400 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $231K.
FT Vest Buffered Allocation Growth ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #387 holding.
Capital Analysts LLC first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 9 quarters since.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.