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NBC Securities’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

NBC Securities’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
2025
Q3 		– Sell
-27,898
Closed -$740K – 2789
2025
Q2 		$740K Sell
27,898
-563
-2% -$14.2K 0.06% 357
2025
Q1 		$710K Buy
28,461
+28,434
+105,311% +$727K 0.06% 330
2024
Q4 		$701 Sell
27
-27,743
-100% -$704K 0.06% 330
2024
Q3 		$695K Sell
27,770
-2,013
-7% -$49.5K 0.06% 352
2024
Q2 		$724K Buy
29,783
+1,357
+5% +$32.3K 0.07% 318
2024
Q1 		$671K Buy
28,426
+4,638
+19% +$107K 0.06% 352
2023
Q4 		$539K Buy
23,788
+3,426
+17% +$74.7K 0.05% 390
2023
Q3 		$432K Buy
+20,362
New +$440K 0.05% 428

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return