Family Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Family Capital Management’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.34M	Sell	217,264 -2,828	-1%	-$97.1K	3.26%	7
2025 Q4	$7.54M	Buy	220,092 +9,625	+5%	+$325K	3.35%	7
2025 Q3	$7.03M	Sell	210,467 -3,545	-2%	-$116K	3.36%	7
2025 Q2	$6.81M	Sell	214,012 -20,784	-9%	-$625K	3.57%	7
2025 Q1	$6.97M	Buy	234,796 +8,470	+4%	+$259K	4.3%	7
2024 Q4	$6.9M	Buy	226,326 +128,028	+130%	+$3.88M	4.16%	7
2024 Q3	$2.94M	Buy	98,298 +5,558	+6%	+$162K	1.89%	13
2024 Q2	$2.68M	Buy	92,740 +67,945	+274%	+$1.92M	1.83%	14
2024 Q1	$693K	Buy	24,795 +14,020	+130%	+$382K	0.48%	35
2023 Q4	$286K	Buy	10,775 +1,227	+13%	+$31K	0.2%	52
2023 Q3	$234K	Buy	+9,548	New	+$240K	0.15%	65

Other funds holding BUFR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

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

Commonwealth Equity Services

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

Envestnet Asset Management

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

Raymond James Financial

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return