LPL Financial
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LPL Financial’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

LPL Financial’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Buy
561,554
+182,629
+48% +$4.52M ﹤0.01% 1734
2025
Q4 		$9.32M Buy
378,925
+57,584
+18% +$1.4M ﹤0.01% 1995
2025
Q3 		$7.76M Buy
321,341
+108,711
+51% +$2.6M ﹤0.01% 2109
2025
Q2 		$5.01M Sell
212,630
-165,163
-44% -$3.75M ﹤0.01% 2304
2025
Q1 		$8.48M Buy
377,793
+19,843
+6% +$449K ﹤0.01% 1721
2024
Q4 		$8.03M Buy
357,950
+103,919
+41% +$2.32M ﹤0.01% 1706
2024
Q3 		$5.62M Buy
254,031
+211,359
+495% +$4.64M ﹤0.01% 1899
2024
Q2 		$930K Buy
42,672
+16,616
+64% +$358K ﹤0.01% 3330
2024
Q1 		$556K Buy
+26,056
New +$550K ﹤0.01% 3685
2023
Q1 		– Sell
-16,000
Closed -$295K – 4495
2022
Q4 		$295K Buy
16,000
+800
+5% +$14.8K ﹤0.01% 3657
2022
Q3 		$275K Buy
+15,200
New +$285K ﹤0.01% 3673

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial's BUFT Position: Q1 2026 in Review

LPL Financial increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 48% in Q1 2026, buying an estimated $4.52M and bringing the position to 561,554 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

LPL Financial first reported a position in BUFT in Q3 2022 and has held it in 11 quarters since. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • LPL Financial held 561,554 shares of FT Vest Buffered Allocation Defensive ETF worth $13.9M as of Q1 2026.
  • LPL Financial bought 182,629 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $4.52M.
  • FT Vest Buffered Allocation Defensive ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1734 holding.
  • LPL Financial first reported a position in FT Vest Buffered Allocation Defensive ETF in Q3 2022 and has held it in 11 quarters since.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.