Davies Financial Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Davies Financial Advisors’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 Q1	–	Sell	-17,601	Closed	-$497K	–	18
2025 Q4	$497K	Sell	17,601 -14,744	-46%	-$411K	0.92%	21
2025 Q3	$894K	Sell	32,345 -300	-0.9%	-$8.13K	0.73%	32
2025 Q2	$867K	Sell	32,645 -240	-0.7%	-$6.07K	0.67%	33
2025 Q1	$820K	Sell	32,885 -2,893	-8%	-$74K	0.7%	32
2024 Q4	$913K	Sell	35,778 -4,639	-11%	-$118K	0.78%	31
2024 Q3	$1.01M	Sell	40,417 -272	-0.7%	-$6.68K	0.88%	28
2024 Q2	$990K	Buy	40,689 +1,844	+5%	+$43.9K	0.92%	24
2024 Q1	$916K	Buy	+38,845	New	+$899K	0.94%	27

Other funds holding BUFD

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

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

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Davies Financial Advisors's BUFD Position: Q1 2026 in Review

Davies Financial Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026, closing a stake of 17,601 shares — an estimated $497K sold.

Davies Financial Advisors first reported a position in BUFD in Q1 2024 and held it in 8 quarters. The position peaked at $1.01M in Q3 2024. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Davies Financial Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 17,601 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $497K.
Davies Financial Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2024 and held it in 8 quarters.
Davies Financial Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $1.01M in Q3 2024.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.