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 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 $377B AUM 19.32% 1-Year Est. Return

GHA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

N.E.W. Advisory Services's BUFD Position: Q1 2026 in Review

N.E.W. Advisory Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 45% in Q1 2026, selling an estimated $59.6K and leaving 2,535 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #322.

N.E.W. Advisory Services first reported a position in BUFD in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.05M in Q3 2023. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

N.E.W. Advisory Services held 2,535 shares of FT Vest Fund of Deep Buffer ETFs worth $71K as of Q1 2026.
N.E.W. Advisory Services sold 2,105 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $59.6K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #322 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 8 quarters since.
N.E.W. Advisory Services's FT Vest Fund of Deep Buffer ETFs position peaked at $2.05M in Q3 2023.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.