LA
BUFY

Lane & Associates’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Lane & Associates’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$258K Buy
13,055
+750
+6% +$14.7K 0.14% 105
2024
Q4 		$238K Buy
+12,305
New +$238K 0.12% 110

Other funds holding BUFY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lane & Associates's BUFY Position: Q1 2025 in Review

Lane & Associates increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 6.1% in Q1 2025, buying an estimated $14.7K and bringing the position to 13,055 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #105.

Lane & Associates first reported a position in BUFY in Q4 2024 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BUFY as of Q1 2025.

  • Lane & Associates held 13,055 shares of FT Vest Laddered International Moderate Buffer ETF worth $258K as of Q1 2025.
  • Lane & Associates bought 750 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2025, an estimated $14.7K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.14% of Lane & Associates's portfolio in Q1 2025, its #105 holding.
  • Lane & Associates first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q4 2024 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.