BC
BUFD icon

Bartlett & Co’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bartlett & Co’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
2023
Q4 		– Sell
-128
Closed -$3K – 1206
2023
Q3 		$3K Buy
+128
New +$2.77K ﹤0.01% 1035

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bartlett & Co's BUFD Position: Q4 2023 in Review

Bartlett & Co sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2023, closing a stake of 128 shares — an estimated $3K sold.

Bartlett & Co first reported a position in BUFD in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 116 funds tracked by Wall St. Rank hold BUFD as of Q4 2023.

  • Bartlett & Co reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co sold 128 FT Vest Fund of Deep Buffer ETFs shares in Q4 2023, an estimated $3K.
  • Bartlett & Co first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and held it in 1 quarter.
  • Bartlett & Co's FT Vest Fund of Deep Buffer ETFs position peaked at $3K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.