FHC
BUFQ icon

First Heartland Consultants’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

First Heartland Consultants’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
28,931
+21,210
+275% +$812K 0.07% 199
2026
Q1 		$273K Buy
+7,721
New +$277K 0.02% 434
2025
Q4 		– Sell
-35,678
Closed -$1.24M – 536
2025
Q3 		$1.24M Buy
35,678
+2,382
+7% +$81K 0.1% 155
2025
Q2 		$1.11M Buy
33,296
+1,457
+5% +$45.1K 0.1% 156
2025
Q1 		$951K Buy
31,839
+4,952
+18% +$155K 0.1% 154
2024
Q4 		$845K Sell
26,887
-5,026
-16% -$156K 0.09% 167
2024
Q3 		$969K Buy
31,913
+3,261
+11% +$96.6K 0.1% 142
2024
Q2 		$847 Buy
28,652
+4,402
+18% +$126K 0.06% 190
2024
Q1 		$687K Sell
24,250
-9,038
-27% -$250K 0.07% 208
2023
Q4 		$899K Buy
+33,288
New +$865K 0.11% 151

Other funds holding BUFQ

CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return