NewEdge Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

NewEdge Advisors’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	$12.3M	Buy	412,978 +18,797	+5%	+$550K	0.04%	438
2026 Q1	$11M	Buy	394,181 +14,038	+4%	+$397K	0.04%	430
2025 Q4	$10.7M	Buy	380,143 +14,216	+4%	+$397K	0.04%	413
2025 Q3	$10.1M	Sell	365,927 -74,054	-17%	-$2.01M	0.05%	397
2025 Q2	$11.7M	Sell	439,981 -37,718	-8%	-$953K	0.06%	333
2025 Q1	$11.9M	Sell	477,699 -182,901	-28%	-$4.68M	0.07%	282
2024 Q4	$16.9M	Buy	660,600 +63,915	+11%	+$1.62M	0.1%	196
2024 Q3	$14.9M	Buy	596,685 +44,296	+8%	+$1.09M	0.1%	214
2024 Q2	$13.4M	Buy	552,389 +214,437	+63%	+$5.11M	0.1%	208
2024 Q1	$7.97M	Buy	337,952 +10,878	+3%	+$252K	0.07%	271
2023 Q4	$7.47M	Buy	327,074 +251,267	+331%	+$5.48M	0.07%	267
2023 Q3	$1.61M	Buy	75,807 +38,475	+103%	+$832K	0.02%	665
2023 Q2	$804K	Sell	37,332 -6,215	-14%	-$129K	0.01%	964
2023 Q1	$887K	Sell	43,547 -2,741	-6%	-$55K	0.01%	832
2022 Q4	$910K	Buy	46,288 +22,861	+98%	+$450K	0.02%	539
2022 Q3	$448K	Sell	23,427 -4,243	-15%	-$84.2K	0.01%	1016
2022 Q2	$541K	Sell	27,670 -2,040	-7%	-$41.3K	0.01%	945
2022 Q1	$630K	Buy	29,710 +12,740	+75%	+$267K	0.01%	785
2021 Q4	$362K	Buy	+16,970	New	+$358K	0.01%	1225

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

NewEdge Advisors's BUFD Position: Q2 2026 in Review

NewEdge Advisors increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.8% in Q2 2026, buying an estimated $550K and bringing the position to 412,978 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #438.

NewEdge Advisors first reported a position in BUFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.9M in Q4 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

NewEdge Advisors held 412,978 shares of FT Vest Fund of Deep Buffer ETFs worth $12.3M as of Q2 2026.
NewEdge Advisors bought 18,797 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $550K.
FT Vest Fund of Deep Buffer ETFs made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #438 holding.
NewEdge Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
NewEdge Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $16.9M in Q4 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.