Catalyst Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.93M Sell
94,632
-8,821
-9% -$177K 1.81% 8
2022
Q4
$2.03M Buy
+103,453
New +$2.03M 1.92% 9

Other funds holding BUFD

Catalyst Wealth Management's BUFD Position: Q1 2023 in Review

Catalyst Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 8.5% in Q1 2023, selling an estimated $177K and leaving 94,632 shares worth $1.93M. The position accounts for 1.81% of the portfolio, ranked #8.

Catalyst Wealth Management first reported a position in BUFD in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.03M in Q4 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

  • Catalyst Wealth Management held 94,632 shares of FT Vest Fund of Deep Buffer ETFs worth $1.93M as of Q1 2023.
  • Catalyst Wealth Management sold 8,821 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $177K.
  • FT Vest Fund of Deep Buffer ETFs made up 1.81% of Catalyst Wealth Management's portfolio in Q1 2023, its #8 holding.
  • Catalyst Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $2.03M in Q4 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.