IFP Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

IFP Advisors’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$534K	Sell	19,876 -21	-0.1%	-$578	0.01%	931
2025 Q4	$548K	Buy	19,897 +16,737	+530%	+$455K	0.01%	888
2025 Q3	$85.1K	Buy	3,160 +383	+14%	+$10K	﹤0.01%	1786
2025 Q2	$70.9K	Buy	2,777 +308	+12%	+$7.45K	﹤0.01%	1850
2025 Q1	$58.7K	Hold	2,469	–	–	﹤0.01%	1822
2024 Q4	$60.5K	Hold	2,469	–	–	﹤0.01%	1732
2024 Q3	$59.5K	Buy	2,469 +200	+9%	+$4.69K	﹤0.01%	1650
2024 Q2	$52.6K	Hold	2,269	–	–	﹤0.01%	1655
2024 Q1	$51.1K	Hold	2,269	–	–	﹤0.01%	1581
2023 Q4	$48.3K	Sell	2,269 -4,851	-68%	-$98.5K	﹤0.01%	1561
2023 Q3	$140K	Hold	7,120	–	–	0.01%	1126
2023 Q2	$144K	Buy	7,120 +1,239	+21%	+$24K	0.01%	1171
2023 Q1	$117K	Sell	5,881 -22,606	-79%	-$420K	0.01%	1176
2022 Q4	$568K	Sell	28,487 -83,454	-75%	-$1.49M	0.02%	839
2022 Q3	$2.23M	Sell	111,941 -1,059	-0.9%	-$19.3K	0.06%	356
2022 Q2	$2.25M	Hold	113,000	–	–	0.07%	315
2022 Q1	$2.25M	Buy	113,000 +29,185	+35%	+$572K	0.07%	315
2021 Q4	$1.7M	Buy	+83,815	New	+$1.69M	0.03%	303

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

IFP Advisors's BUFG Position: Q1 2026 in Review

IFP Advisors reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 0.11% in Q1 2026, selling an estimated $578 and leaving 19,876 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #931.

IFP Advisors first reported a position in BUFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.25M in Q2 2022. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

IFP Advisors held 19,876 shares of FT Vest Buffered Allocation Growth ETF worth $534K as of Q1 2026.
IFP Advisors sold 21 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $578.
FT Vest Buffered Allocation Growth ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #931 holding.
IFP Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 18 quarters since.
IFP Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $2.25M in Q2 2022.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.