NewEdge Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

NewEdge Advisors’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Hold	40,304	–	–	﹤0.01%	1472
2025 Q4	$1.07M	Sell	40,304 -196	-0.5%	-$5.13K	﹤0.01%	1448
2025 Q3	$1.05M	Buy	40,500 +4,000	+11%	+$102K	﹤0.01%	1378
2025 Q2	$910K	Hold	36,500	–	–	﹤0.01%	1348
2025 Q1	$858K	Sell	36,500 -653	-2%	-$15.7K	0.01%	1269
2024 Q4	$888K	Buy	37,153 +11,710	+46%	+$279K	0.01%	1223
2024 Q3	$599K	Buy	25,443 +25,000	+5,643%	+$577K	﹤0.01%	1362
2024 Q2	$10.1K	Buy	+443	New	+$9.93K	﹤0.01%	2857

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

NewEdge Advisors's BUFZ Position: Q1 2026 in Review

NewEdge Advisors held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 40,304 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

NewEdge Advisors first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

NewEdge Advisors held 40,304 shares of FT Vest Laddered Moderate Buffer ETF worth $1.06M as of Q1 2026.
NewEdge Advisors left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1472 holding.
NewEdge Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
NewEdge Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $1.07M in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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