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 Q3	$1.58M	Buy	39,046 +10,115	+35%	+$399K	0.11%	160
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

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Heartland Consultants's BUFQ Position: Q3 2026 in Review

First Heartland Consultants increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 35% in Q3 2026, buying an estimated $399K and bringing the position to 39,046 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #160.

First Heartland Consultants first reported a position in BUFQ in Q4 2023 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold BUFQ as of Q3 2026.

First Heartland Consultants held 39,046 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.58M as of Q3 2026.
First Heartland Consultants bought 10,115 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q3 2026, an estimated $399K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.11% of First Heartland Consultants's portfolio in Q3 2026, its #160 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 11 quarters since.
11 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.