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

DHJJ 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 		$62.6K Sell
2,235
-85
-4% -$2.41K 0.02% 362
2025
Q4 		$65.5K Hold
2,320
– – 0.02% 342
2025
Q3 		$64.1K Sell
2,320
-1,325
-36% -$35.9K 0.02% 326
2025
Q2 		$96.8K Sell
3,645
-1,625
-31% -$41.1K 0.04% 256
2025
Q1 		$131K Sell
5,270
-2,100
-28% -$53.7K 0.05% 189
2024
Q4 		$188K Sell
7,370
-2,135
-22% -$54.2K 0.07% 161
2024
Q3 		$238K Sell
9,505
-260
-3% -$6.39K 0.09% 143
2024
Q2 		$237K Sell
9,765
-240
-2% -$5.72K 0.1% 139
2024
Q1 		$236K Sell
10,005
-490
-5% -$11.3K 0.1% 131
2023
Q4 		$238K Sell
10,495
-80
-0.8% -$1.75K 0.11% 125
2023
Q3 		$225K Sell
10,575
-385
-4% -$8.32K 0.11% 122
2023
Q2 		$236K Sell
10,960
-1,275
-10% -$26.5K 0.12% 126
2023
Q1 		$240K Sell
12,235
-710
-5% -$14.2K 0.13% 123
2022
Q4 		$255K Sell
12,945
-1,975
-13% -$38.8K 0.15% 117
2022
Q3 		$285K Sell
14,920
-1,160
-7% -$23K 0.17% 105
2022
Q2 		$314K Sell
16,080
-4,485
-22% -$90.8K 0.18% 102
2022
Q1 		$457K Buy
20,565
+3,720
+22% +$78K 0.22% 85
2021
Q4 		$361K Buy
+16,845
New +$355K 0.17% 97

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
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

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

DHJJ Financial Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 3.7% in Q1 2026, selling an estimated $2.41K and leaving 2,235 shares worth $62.6K. The position accounts for 0.02% of the portfolio, ranked #362.

DHJJ Financial Advisors first reported a position in BUFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $457K in Q1 2022. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

  • DHJJ Financial Advisors held 2,235 shares of FT Vest Fund of Deep Buffer ETFs worth $62.6K as of Q1 2026.
  • DHJJ Financial Advisors sold 85 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $2.41K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #362 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 18 quarters since.
  • DHJJ Financial Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $457K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.