N.E.W. Advisory Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

N.E.W. Advisory Services’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.4K	Sell	2,235 -300	-12%	-$8.78K	﹤0.01%	339
2026 Q1	$71K	Sell	2,535 -2,105	-45%	-$59.6K	0.01%	322
2025 Q4	$131K	Buy	4,640 +2,535	+120%	+$70.7K	0.01%	250
2025 Q3	$58.2K	Hold	2,105	–	–	0.01%	306
2025 Q2	$55.9K	Sell	2,105 -3,981	-65%	-$101K	0.01%	299
2025 Q1	$152K	Buy	+6,086	New	+$156K	0.01%	231
2024 Q2	–	Sell	-10,720	Closed	-$253K	–	183
2024 Q1	$253K	Sell	10,720 -11,678	-52%	-$270K	0.03%	148
2023 Q4	$508K	Sell	22,398 -74,037	-77%	-$1.61M	0.06%	98
2023 Q3	$2.05M	Buy	+96,435	New	+$2.08M	0.29%	49

Other funds holding BUFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

N.E.W. Advisory Services's BUFD Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 12% in Q2 2026, selling an estimated $8.78K and leaving 2,235 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

N.E.W. Advisory Services first reported a position in BUFD in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.05M in Q3 2023. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

N.E.W. Advisory Services held 2,235 shares of FT Vest Fund of Deep Buffer ETFs worth $66.4K as of Q2 2026.
N.E.W. Advisory Services sold 300 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $8.78K.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #339 holding.
N.E.W. Advisory Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and has held it in 9 quarters since.
N.E.W. Advisory Services's FT Vest Fund of Deep Buffer ETFs position peaked at $2.05M in Q3 2023.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.