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

Benjamin F. Edwards & Company’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.02M	Buy	104,343 +2,875	+3%	+$81.1K	0.05%	304
2024 Q1	$2.84M	Buy	101,468 +2,511	+3%	+$68.4K	0.05%	297
2023 Q4	$2.63M	Buy	98,957 +443	+0.4%	+$11.2K	0.05%	294
2023 Q3	$2.41M	Buy	98,514 +87,652	+807%	+$2.2M	0.09%	210
2023 Q2	$272K	Buy	10,862 +4,751	+78%	+$114K	0.01%	645
2023 Q1	$143K	Buy	+6,111	New	+$140K	0.01%	806

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Benjamin F. Edwards & Company increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.8% in Q2 2024, buying an estimated $81.1K and bringing the position to 104,343 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #304.

Benjamin F. Edwards & Company first reported a position in BUFR in Q1 2023 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

Benjamin F. Edwards & Company held 104,343 shares of FT Vest Fund of Buffer ETFs worth $3.02M as of Q2 2024.
Benjamin F. Edwards & Company bought 2,875 FT Vest Fund of Buffer ETFs shares in Q2 2024, an estimated $81.1K.
FT Vest Fund of Buffer ETFs made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #304 holding.
Benjamin F. Edwards & Company first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 6 quarters since.
326 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

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