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	$847K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Heartland Consultants's BUFQ Position: Q2 2026 in Review

First Heartland Consultants increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 275% in Q2 2026, buying an estimated $812K and bringing the position to 28,931 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #199.

First Heartland Consultants first reported a position in BUFQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2025. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

First Heartland Consultants held 28,931 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.14M as of Q2 2026.
First Heartland Consultants bought 21,210 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $812K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #199 holding.
First Heartland Consultants first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
First Heartland Consultants's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $1.24M in Q3 2025.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.