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

NewEdge Wealth’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	$461K	Buy	+20,006	New	+$466K	0.01%	837
2025 Q3	–	Sell	-15,259	Closed	-$324K	–	1068
2025 Q2	$324K	Buy	+15,259	New	+$310K	0.01%	812

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

NewEdge Wealth's BUFS Position: Q1 2026 in Review

NewEdge Wealth opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026: 20,006 shares worth $461K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in BUFS as recently as Q2 2025.

NewEdge Wealth first reported a position in BUFS in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

NewEdge Wealth held 20,006 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $461K as of Q1 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF was a new NewEdge Wealth position in Q1 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #837 holding.
NewEdge Wealth first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q2 2025 and has held it in 2 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 Wealth's 13F filing for Q1 2026, filed 13 May 2026.