NP
BUFS

NorthRock Partners’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

NorthRock Partners’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
2025
Q1 		– Sell
-687
Closed -$14.7K – 907
2024
Q4 		$14.7K Buy
+687
New +$14.8K ﹤0.01% 714

Other funds holding BUFS

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

NorthRock Partners's BUFS Position: Q1 2025 in Review

NorthRock Partners sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2025, closing a stake of 687 shares — an estimated $14.7K sold.

NorthRock Partners first reported a position in BUFS in Q4 2024 and held it in 1 quarter. The position peaked at $14.7K in Q4 2024. 27 funds tracked by Wall St. Rank hold BUFS as of Q1 2025.

  • NorthRock Partners reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • NorthRock Partners sold 687 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2025, an estimated $14.7K.
  • NorthRock Partners first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and held it in 1 quarter.
  • NorthRock Partners's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $14.7K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.