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

First Heartland Consultants’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 Q2	$4.27M	Buy	116,937 +4,589	+4%	+$164K	0.28%	87
2026 Q1	$3.79M	Sell	112,348 -402	-0.4%	-$13.8K	0.29%	81
2025 Q4	$3.86M	Sell	112,750 -65,679	-37%	-$2.22M	0.29%	83
2025 Q3	$5.96M	Buy	178,429 +2,060	+1%	+$67.2K	0.48%	55
2025 Q2	$5.61M	Buy	176,369 +70,045	+66%	+$2.11M	0.5%	53
2025 Q1	$3.16M	Buy	106,324 +14,940	+16%	+$457K	0.33%	77
2024 Q4	$2.78M	Buy	91,384 +28,912	+46%	+$877K	0.29%	77
2024 Q3	$1.87M	Sell	62,472 -15,620	-20%	-$456K	0.2%	94
2024 Q2	$2.26M	Sell	78,092 -1,000	-1%	-$28.2K	0.16%	101
2024 Q1	$2.21M	Sell	79,092 -23,112	-23%	-$630K	0.23%	106
2023 Q4	$2.72M	Sell	102,204 -6,995	-6%	-$177K	0.33%	76
2023 Q3	$2.67M	Buy	109,199 +9,415	+9%	+$237K	0.34%	72
2023 Q2	$2.5M	Sell	99,784 -3,232	-3%	-$77.4K	0.32%	77
2023 Q1	$2.42M	Buy	103,016 +46,031	+81%	+$1.06M	0.36%	66
2022 Q4	$1.27M	Buy	56,985 +4,746	+9%	+$105K	0.2%	111
2022 Q3	$1.09M	Sell	52,239 -2,320	-4%	-$51.6K	0.09%	123
2022 Q2	$1.17M	Buy	54,559 +12,852	+31%	+$288K	0.18%	107
2022 Q1	$991K	Buy	41,707 +13,677	+49%	+$320K	0.15%	119
2021 Q4	$673K	Buy	28,030 +5,040	+22%	+$119K	0.03%	154
2021 Q3	$528K	Buy	+22,990	New	+$532K	0.08%	192

Other funds holding BUFR

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

First Heartland Consultants increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.1% in Q2 2026, buying an estimated $164K and bringing the position to 116,937 shares worth $4.27M. The position accounts for 0.28% of the portfolio, ranked #87.

First Heartland Consultants first reported a position in BUFR in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.96M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

First Heartland Consultants held 116,937 shares of FT Vest Fund of Buffer ETFs worth $4.27M as of Q2 2026.
First Heartland Consultants bought 4,589 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $164K.
FT Vest Fund of Buffer ETFs made up 0.28% of First Heartland Consultants's portfolio in Q2 2026, its #87 holding.
First Heartland Consultants first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 20 quarters since.
First Heartland Consultants's FT Vest Fund of Buffer ETFs position peaked at $5.96M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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