NewEdge Advisors’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

NewEdge Advisors’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8K	Hold	440	–	–	﹤0.01%	3359
2025 Q4	$12.1K	Hold	440	–	–	﹤0.01%	3412
2025 Q3	$11.9K	Hold	440	–	–	﹤0.01%	3285
2025 Q2	$11.2K	Hold	440	–	–	﹤0.01%	3176
2025 Q1	$10.5K	Hold	440	–	–	﹤0.01%	3085
2024 Q4	$10.8K	Hold	440	–	–	﹤0.01%	3015
2024 Q3	$10.6K	Buy	+440	New	+$10.3K	﹤0.01%	2921
2024 Q2	–	Sell	-3,500	Closed	-$78.8K	–	3820
2024 Q1	$78.8K	Sell	3,500 -1,500	-30%	-$32.8K	﹤0.01%	2140
2023 Q4	$106K	Sell	5,000 -5,715	-53%	-$116K	﹤0.01%	1928
2023 Q3	$211K	Sell	10,715 -750	-7%	-$15.2K	﹤0.01%	1608
2023 Q2	$231K	Sell	11,465 -3,510	-23%	-$67.9K	﹤0.01%	1578
2023 Q1	$282K	Sell	14,975 -2,711	-15%	-$50.3K	﹤0.01%	1399
2022 Q4	$318K	Sell	17,686 -10,959	-38%	-$196K	0.01%	980
2022 Q3	$483K	Sell	28,645 -16,721	-37%	-$305K	0.01%	983
2022 Q2	$801K	Buy	45,366 +11,696	+35%	+$217K	0.01%	775
2022 Q1	$668K	Buy	33,670 +10,405	+45%	+$204K	0.01%	766
2021 Q4	$473K	Buy	+23,265	New	+$468K	0.01%	1107

Other funds holding BUFG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

NewEdge Advisors's BUFG Position: Q1 2026 in Review

NewEdge Advisors held its FT Vest Buffered Allocation Growth ETF (BUFG) position steady in Q1 2026 at 440 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

NewEdge Advisors first reported a position in BUFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $801K in Q2 2022. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

NewEdge Advisors held 440 shares of FT Vest Buffered Allocation Growth ETF worth $11.8K as of Q1 2026.
NewEdge Advisors left its FT Vest Buffered Allocation Growth ETF share count unchanged in Q1 2026.
FT Vest Buffered Allocation Growth ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3359 holding.
NewEdge Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 17 quarters since.
NewEdge Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $801K in Q2 2022.
88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.