Capital Analysts LLC’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$891K	Hold	33,921	–	–	0.02%	350
2025 Q4	$900K	Sell	33,921 -5,943	-15%	-$155K	0.02%	328
2025 Q3	$1.03M	Buy	39,864 +4,436	+13%	+$113K	0.03%	306
2025 Q2	$883K	Buy	35,428 +15,595	+79%	+$371K	0.03%	300
2025 Q1	$466K	Buy	19,833 +7,231	+57%	+$174K	0.02%	378
2024 Q4	$301K	Buy	+12,602	New	+$300K	0.01%	409

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Capital Analysts LLC held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 33,921 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #350.

Capital Analysts LLC first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Capital Analysts LLC held 33,921 shares of FT Vest Laddered Moderate Buffer ETF worth $891K as of Q1 2026.
Capital Analysts LLC left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #350 holding.
Capital Analysts LLC first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Capital Analysts LLC's FT Vest Laddered Moderate Buffer ETF position peaked at $1.03M in Q3 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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