Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$51.4M Buy
1,933,867
+16,629
+0.9% +$442K 7.17% 3
2025
Q1
$47.8M Buy
1,917,238
+1,884,924
+5,833% +$47M 7.36% 4
2024
Q4
$825K Sell
32,314
-14,088
-30% -$360K 0.13% 54
2024
Q3
$1.16M Buy
46,402
+13,108
+39% +$328K 0.22% 42
2024
Q2
$810K Sell
33,294
-6,110
-16% -$149K 0.16% 52
2024
Q1
$930K Buy
+39,404
New +$930K 0.19% 47
2023
Q4
Sell
-106,780
Closed -$2.27M 92
2023
Q3
$2.27M Sell
106,780
-70,885
-40% -$1.51M 0.53% 33
2023
Q2
$3.83M Sell
177,665
-34,265
-16% -$738K 0.99% 25
2023
Q1
$4.33M Sell
211,930
-57,259
-21% -$1.17M 1.19% 21
2022
Q4
$5.29M Buy
269,189
+3,265
+1% +$64.2K 1.59% 20
2022
Q3
$5.08M Sell
265,924
-45,604
-15% -$872K 1.7% 18
2022
Q2
$6.09M Sell
311,528
-107,604
-26% -$2.1M 1.92% 18
2022
Q1
$8.89M Buy
419,132
+211,815
+102% +$4.49M 2.61% 13
2021
Q4
$4.41M Buy
+207,317
New +$4.41M 1.89% 17