McDonald Partners’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

McDonald Partners’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
2026 Q3	$471K	Buy	19,860 +10,000	+101%	+$238K	0.11%	153
2026 Q2	$231K	Buy	9,860 +860	+10%	+$19.9K	0.06%	212
2026 Q1	$201K	Buy	+9,000	New	+$203K	0.05%	207

Other funds holding BUFY

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

McDonald Partners's BUFY Position: Q3 2026 in Review

McDonald Partners increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 101% in Q3 2026, buying an estimated $238K and bringing the position to 19,860 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #153.

McDonald Partners first reported a position in BUFY in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BUFY as of Q3 2026.

McDonald Partners held 19,860 shares of FT Vest Laddered International Moderate Buffer ETF worth $471K as of Q3 2026.
McDonald Partners bought 10,000 FT Vest Laddered International Moderate Buffer ETF shares in Q3 2026, an estimated $238K.
FT Vest Laddered International Moderate Buffer ETF made up 0.11% of McDonald Partners's portfolio in Q3 2026, its #153 holding.
McDonald Partners first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2026 and has held it in 3 quarters since.
63 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.