CAL
BUFS

Capital Analysts LLC’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Capital Analysts LLC’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$684K Buy
29,672
+5,047
+20% +$118K 0.02% 397
2025
Q4 		$562K Buy
24,625
+2,678
+12% +$60.6K 0.02% 411
2025
Q3 		$493K Buy
21,947
+6,597
+43% +$144K 0.01% 423
2025
Q2 		$323K Buy
15,350
+195
+1% +$3.96K 0.01% 458
2025
Q1 		$307K Buy
15,155
+8,000
+112% +$169K 0.01% 450
2024
Q4 		$153K Buy
+7,155
New +$154K 0.01% 530

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

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

Capital Analysts LLC increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 20% in Q1 2026, buying an estimated $118K and bringing the position to 29,672 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #397.

Capital Analysts LLC first reported a position in BUFS in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Capital Analysts LLC held 29,672 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $684K as of Q1 2026.
  • Capital Analysts LLC bought 5,047 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $118K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #397 holding.
  • Capital Analysts LLC first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

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