OMC
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Old Mission Capital’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Old Mission Capital’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$591K Buy
21,090
+1,608
+8% +$45.5K 0.01% 653
2025
Q4 		$550K Buy
+19,482
New +$543K 0.02% 632
2025
Q3 		– Sell
-22,791
Closed -$605K – 1066
2025
Q2 		$605K Buy
+22,791
New +$576K 0.02% 638
2024
Q4 		– Sell
-24,035
Closed -$602K – 941
2024
Q3 		$602K Buy
+24,035
New +$591K 0.01% 673
2023
Q2 		– Sell
-33,556
Closed -$686K – 1312
2023
Q1 		$686K Buy
+33,556
New +$673K 0.02% 630
2022
Q4 		– Sell
-83,564
Closed -$1.6M – 1473
2022
Q3 		$1.6M Buy
83,564
+55,027
+193% +$1.09M 0.07% 286
2022
Q2 		$558K Buy
+28,537
New +$578K 0.02% 743
2022
Q1 		– Sell
-39,023
Closed -$832K – 1370
2021
Q4 		$832K Buy
+39,023
New +$823K 0.04% 485
2021
Q3 		– Sell
-26,521
Closed -$551K – 999
2021
Q2 		$551K Buy
+26,521
New +$546K 0.02% 617

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return