Capital Analysts LLC’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Capital Analysts LLC’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	$32K	Sell	1,279 -1,409	-52%	-$34.9K	﹤0.01%	1024
2025 Q4	$66K	Hold	2,688	–	–	﹤0.01%	860
2025 Q3	$65K	Hold	2,688	–	–	﹤0.01%	827
2025 Q2	$63K	Hold	2,688	–	–	﹤0.01%	763
2025 Q1	$60K	Buy	2,688 +2,289	+574%	+$51.8K	﹤0.01%	752
2024 Q4	$9K	Hold	399	–	–	﹤0.01%	1069
2024 Q3	$9K	Hold	399	–	–	﹤0.01%	1041
2024 Q2	$9K	Hold	399	–	–	﹤0.01%	963
2024 Q1	$9K	Sell	399 -150	-27%	-$3.17K	﹤0.01%	927
2023 Q4	$11K	Hold	549	–	–	﹤0.01%	882
2023 Q3	$11K	Hold	549	–	–	﹤0.01%	862
2023 Q2	$11K	Sell	549 -175	-24%	-$3.38K	﹤0.01%	803
2023 Q1	$14K	Hold	724	–	–	﹤0.01%	771
2022 Q4	$13K	Hold	724	–	–	﹤0.01%	818
2022 Q3	$13K	Hold	724	–	–	﹤0.01%	762
2022 Q2	$13K	Hold	724	–	–	﹤0.01%	758
2022 Q1	$15K	Hold	724	–	–	﹤0.01%	701
2021 Q4	$15K	Buy	+724	New	+$14.5K	﹤0.01%	760

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

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

Capital Analysts LLC reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 52% in Q1 2026, selling an estimated $34.9K and leaving 1,279 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Capital Analysts LLC first reported a position in BUFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $66K in Q4 2025. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

Capital Analysts LLC held 1,279 shares of FT Vest Buffered Allocation Defensive ETF worth $32K as of Q1 2026.
Capital Analysts LLC sold 1,409 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $34.9K.
FT Vest Buffered Allocation Defensive ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1024 holding.
Capital Analysts LLC first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 18 quarters since.
Capital Analysts LLC's FT Vest Buffered Allocation Defensive ETF position peaked at $66K in Q4 2025.
59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

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