NewEdge Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

NewEdge Advisors’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9M	Buy	734,326 +45,855	+7%	+$1.07M	0.06%	306
2025 Q4	$15.7M	Buy	688,471 +114,780	+20%	+$2.6M	0.06%	310
2025 Q3	$12.9M	Buy	573,691 +104,330	+22%	+$2.27M	0.06%	333
2025 Q2	$9.88M	Buy	469,361 +104,462	+29%	+$2.12M	0.05%	369
2025 Q1	$7.39M	Buy	364,899 +113,902	+45%	+$2.41M	0.04%	391
2024 Q4	$5.35M	Buy	250,997 +104,649	+72%	+$2.25M	0.03%	482
2024 Q3	$3.09M	Buy	+146,348	New	+$3.02M	0.02%	625

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

CWA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's BUFS Position: Q1 2026 in Review

NewEdge Advisors increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 6.7% in Q1 2026, buying an estimated $1.07M and bringing the position to 734,326 shares worth $16.9M. The position accounts for 0.06% of the portfolio, ranked #306.

NewEdge Advisors first reported a position in BUFS in Q3 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

NewEdge Advisors held 734,326 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $16.9M as of Q1 2026.
NewEdge Advisors bought 45,855 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $1.07M.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #306 holding.
NewEdge Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

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