AA
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Advisory Alpha’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Advisory Alpha’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37,260
Closed -$669K – 284
2022
Q4 		$669K Buy
+37,260
New +$667K 0.05% 139

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advisory Alpha's BUFG Position: Q1 2023 in Review

Advisory Alpha sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2023, closing a stake of 37,260 shares — an estimated $669K sold.

Advisory Alpha first reported a position in BUFG in Q4 2022 and held it in 1 quarter. The position peaked at $669K in Q4 2022. 60 funds tracked by Wall St. Rank hold BUFG as of Q1 2023.

  • Advisory Alpha reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Advisory Alpha sold 37,260 FT Vest Buffered Allocation Growth ETF shares in Q1 2023, an estimated $669K.
  • Advisory Alpha first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 1 quarter.
  • Advisory Alpha's FT Vest Buffered Allocation Growth ETF position peaked at $669K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2023.

Based on Advisory Alpha's 13F filing for Q1 2023, filed 2 May 2023.