Raymond James Financial
FBUF icon

Raymond James Financial’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Raymond James Financial’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Sell
17,482
-2,995
-15% -$92.6K ﹤0.01% 4311
2025
Q4 		$633K Buy
+20,477
New +$622K ﹤0.01% 4102

Other funds holding FBUF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's FBUF Position: Q1 2026 in Review

Raymond James Financial reduced its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 15% in Q1 2026, selling an estimated $92.6K and leaving 17,482 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

Raymond James Financial first reported a position in FBUF in Q4 2025 and has held it in 2 quarters since. The position peaked at $633K in Q4 2025. 13 funds tracked by Wall St. Rank hold FBUF as of Q1 2026.

  • Raymond James Financial held 17,482 shares of Fidelity Dynamic Buffered Equity ETF worth $526K as of Q1 2026.
  • Raymond James Financial sold 2,995 Fidelity Dynamic Buffered Equity ETF shares in Q1 2026, an estimated $92.6K.
  • Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4311 holding.
  • Raymond James Financial first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's Fidelity Dynamic Buffered Equity ETF position peaked at $633K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.