Carroll Financial Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Carroll Financial Associates’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
2021 Q4	$29K	Buy	+1,235	New	+$29.2K	﹤0.01%	862

Other funds holding BUFR

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carroll Financial Associates's BUFR Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q4 2021: 1,235 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

89 funds tracked by Wall St. Rank hold BUFR as of Q4 2021.

Carroll Financial Associates held 1,235 shares of FT Vest Fund of Buffer ETFs worth $29K as of Q4 2021.
FT Vest Fund of Buffer ETFs was a new Carroll Financial Associates position in Q4 2021.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #862 holding.
89 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.