Root Financial Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Root Financial Partners’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 Q3	$7.65K	Buy	+252	New	+$7.59K	﹤0.01%	2044
2026 Q2	–	Sell	-1,522	Closed	-$42.6K	–	821
2026 Q1	$42.6K	Hold	1,522	–	–	﹤0.01%	947
2025 Q4	$43K	Hold	1,522	–	–	﹤0.01%	778
2025 Q3	$42.1K	Buy	+1,522	New	+$41.2K	﹤0.01%	731

Other funds holding BUFD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Root Financial Partners's BUFD Position: Q3 2026 in Review

Root Financial Partners opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2026: 252 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #2044 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BUFD as recently as Q1 2026.

Root Financial Partners first reported a position in BUFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 195 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Root Financial Partners held 252 shares of FT Vest Fund of Deep Buffer ETFs worth $7.65K as of Q3 2026.
FT Vest Fund of Deep Buffer ETFs was a new Root Financial Partners position in Q3 2026.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2044 holding.
Root Financial Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $43K in Q4 2025.
195 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.