DFA
BUFS

DHJJ Financial Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

DHJJ Financial Advisors’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 		$419K Buy
18,172
+1,280
+8% +$29.8K 0.14% 118
2025
Q4 		$386K Buy
16,892
+1,105
+7% +$25K 0.13% 126
2025
Q3 		$355K Sell
15,787
-10
-0.1% -$218 0.12% 129
2025
Q2 		$332K Buy
15,797
+1,824
+13% +$37K 0.12% 126
2025
Q1 		$283K Buy
13,973
+2,889
+26% +$61.2K 0.11% 129
2024
Q4 		$236K Buy
11,084
+6,859
+162% +$148K 0.09% 147
2024
Q3 		$89.3K Buy
+4,225
New +$87.1K 0.04% 234

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

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

DHJJ Financial Advisors increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 7.6% in Q1 2026, buying an estimated $29.8K and bringing the position to 18,172 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #118.

DHJJ Financial Advisors first reported a position in BUFS in Q3 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • DHJJ Financial Advisors held 18,172 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $419K as of Q1 2026.
  • DHJJ Financial Advisors bought 1,280 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $29.8K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.14% of DHJJ Financial Advisors's portfolio in Q1 2026, its #118 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

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