First Heartland Consultants’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

First Heartland Consultants’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
2024 Q4	–	Sell	-39,873	Closed	-$998K	–	453
2024 Q3	$998K	Sell	39,873 -4,184	-9%	-$103K	0.11%	138
2024 Q2	$1.07K	Buy	44,057 +3,871	+10%	+$92.2K	0.07%	165
2024 Q1	$948K	Sell	40,186 -25,576	-39%	-$592K	0.1%	173
2023 Q4	$1.49M	Sell	65,762 -3,962	-6%	-$86.4K	0.18%	114
2023 Q3	$1.48M	Buy	69,724 +6,288	+10%	+$136K	0.19%	116
2023 Q2	$1.37M	Sell	63,436 -37	-0.1%	-$769	0.18%	118
2023 Q1	$1.3M	Buy	63,473 +3,388	+6%	+$68K	0.2%	114
2022 Q4	$1.18M	Buy	60,085 +10,564	+21%	+$208K	0.19%	120
2022 Q3	$946	Buy	49,521 +7,292	+17%	+$145K	0.08%	131
2022 Q2	$825K	Buy	42,229 +11,547	+38%	+$234K	0.13%	134
2022 Q1	$651K	Buy	+30,682	New	+$644K	0.1%	157

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

CWA

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

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

CAAS

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

First Heartland Consultants's BUFD Position: Q4 2024 in Review

First Heartland Consultants sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2024, closing a stake of 39,873 shares — an estimated $998K sold.

First Heartland Consultants first reported a position in BUFD in Q1 2022 and held it in 11 quarters. The position peaked at $1.49M in Q4 2023. 166 funds tracked by Wall St. Rank hold BUFD as of Q4 2024.

First Heartland Consultants reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 39,873 FT Vest Fund of Deep Buffer ETFs shares in Q4 2024, an estimated $998K.
First Heartland Consultants first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 11 quarters.
First Heartland Consultants's FT Vest Fund of Deep Buffer ETFs position peaked at $1.49M in Q4 2023.
166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.