Benjamin F. Edwards & Company’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$541K	Sell	22,259 -512	-2%	-$12.2K	0.01%	670
2024 Q1	$537K	Buy	22,771 +2,496	+12%	+$57.8K	0.01%	645
2023 Q4	$460K	Buy	20,275 +335	+2%	+$7.31K	0.01%	653
2023 Q3	$424K	Sell	19,940 -2,026	-9%	-$43.8K	0.02%	563
2023 Q2	$473K	Buy	21,966 +1,054	+5%	+$21.9K	0.02%	527
2023 Q1	$427K	Buy	20,912 +1,125	+6%	+$22.6K	0.02%	522
2022 Q4	$389K	Buy	19,787 +13,056	+194%	+$257K	0.02%	527
2022 Q3	$129K	Sell	6,731 -274	-4%	-$5.44K	0.01%	797
2022 Q2	$137K	Sell	7,005 -538	-7%	-$10.9K	0.01%	773
2022 Q1	$160K	Buy	7,543 +357	+5%	+$7.49K	0.01%	742
2021 Q4	$153K	Buy	7,186 +489	+7%	+$10.3K	0.01%	768
2021 Q3	$139K	Buy	+6,697	New	+$140K	0.01%	775

Other funds holding BUFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benjamin F. Edwards & Company's BUFD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 2.2% in Q2 2024, selling an estimated $12.2K and leaving 22,259 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #670.

Benjamin F. Edwards & Company first reported a position in BUFD in Q3 2021 and has held it in 12 quarters since. 136 funds tracked by Wall St. Rank hold BUFD as of Q2 2024.

Benjamin F. Edwards & Company held 22,259 shares of FT Vest Fund of Deep Buffer ETFs worth $541K as of Q2 2024.
Benjamin F. Edwards & Company sold 512 FT Vest Fund of Deep Buffer ETFs shares in Q2 2024, an estimated $12.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #670 holding.
Benjamin F. Edwards & Company first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and has held it in 12 quarters since.
136 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.