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

NewEdge Advisors’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.9M	Buy	2,927,297 +179,577	+7%	+$6.17M	0.36%	49
2025 Q4	$94.1M	Buy	2,747,720 +205,575	+8%	+$6.94M	0.34%	58
2025 Q3	$85M	Buy	2,542,145 +47,059	+2%	+$1.53M	0.39%	51
2025 Q2	$79.3M	Buy	2,495,086 +177,646	+8%	+$5.35M	0.41%	45
2025 Q1	$68.8M	Buy	2,317,440 +361,917	+19%	+$11.1M	0.41%	46
2024 Q4	$59.6M	Buy	1,955,523 +295,554	+18%	+$8.96M	0.36%	54
2024 Q3	$49.6M	Buy	1,659,969 +273,461	+20%	+$7.99M	0.32%	59
2024 Q2	$40.1M	Buy	1,386,508 +668,424	+93%	+$18.9M	0.29%	68
2024 Q1	$20.1M	Buy	718,084 +194,225	+37%	+$5.29M	0.18%	121
2023 Q4	$14M	Buy	523,859 +232,357	+80%	+$5.87M	0.13%	164
2023 Q3	$7.14M	Buy	291,502 +128,854	+79%	+$3.24M	0.08%	247
2023 Q2	$4.07M	Buy	162,648 +8,013	+5%	+$192K	0.05%	372
2023 Q1	$3.63M	Buy	154,635 +73,936	+92%	+$1.7M	0.05%	370
2022 Q4	$1.71M	Buy	80,699 +54,792	+211%	+$1.21M	0.05%	361
2022 Q3	$540K	Buy	25,907 +8,620	+50%	+$192K	0.01%	926
2022 Q2	$371K	Buy	17,287 +396	+2%	+$8.86K	0.01%	1116
2022 Q1	$401K	Buy	16,891 +3,600	+27%	+$84.3K	0.01%	899
2021 Q4	$319K	Buy	+13,291	New	+$314K	﹤0.01%	1293

Other funds holding BUFR

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NewEdge Advisors's BUFR Position: Q1 2026 in Review

NewEdge Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.5% in Q1 2026, buying an estimated $6.17M and bringing the position to 2,927,297 shares worth $98.9M. The position accounts for 0.36% of the portfolio, ranked #49.

NewEdge Advisors first reported a position in BUFR in Q4 2021 and has held it in 18 quarters since. 503 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

NewEdge Advisors held 2,927,297 shares of FT Vest Fund of Buffer ETFs worth $98.9M as of Q1 2026.
NewEdge Advisors bought 179,577 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $6.17M.
FT Vest Fund of Buffer ETFs made up 0.36% of NewEdge Advisors's portfolio in Q1 2026, its #49 holding.
NewEdge Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 18 quarters since.
503 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

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