AWE
BUFG icon

Avidian Wealth Enterprises’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-289,645
Closed -$5.7M – 419
2023
Q3 		$5.7M Buy
289,645
+3,600
+1% +$72.9K 0.4% 52
2023
Q2 		$5.77M Buy
286,045
+77,922
+37% +$1.51M 0.38% 57
2023
Q1 		$3.94M Buy
+208,123
New +$3.86M 0.22% 91

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Avidian Wealth Enterprises's BUFG Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2023, closing a stake of 289,645 shares — an estimated $5.7M sold.

Avidian Wealth Enterprises first reported a position in BUFG in Q1 2023 and held it in 3 quarters. The position peaked at $5.77M in Q2 2023. 70 funds tracked by Wall St. Rank hold BUFG as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 289,645 FT Vest Buffered Allocation Growth ETF shares in Q4 2023, an estimated $5.7M.
  • Avidian Wealth Enterprises first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2023 and held it in 3 quarters.
  • Avidian Wealth Enterprises's FT Vest Buffered Allocation Growth ETF position peaked at $5.77M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.