Cetera Advisor Networks’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Cetera Advisor Networks’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.66M	Buy	117,994 +2,307	+2%	+$50.5K	0.01%	892
2023 Q4	$2.46M	Sell	115,687 -7,075	-6%	-$144K	0.01%	878
2023 Q3	$2.41M	Sell	122,762 -12,657	-9%	-$256K	0.02%	814
2023 Q2	$2.73M	Sell	135,419 -9,498	-7%	-$184K	0.02%	738
2023 Q1	$2.75M	Sell	144,917 -3,122	-2%	-$58K	0.02%	730
2022 Q4	$2.66M	Sell	148,039 -72,383	-33%	-$1.3M	0.02%	701
2022 Q3	$3.72M	Sell	220,422 -17,530	-7%	-$320K	0.05%	397
2022 Q2	$4.2M	Buy	237,952 +7,255	+3%	+$135K	0.05%	364
2022 Q1	$4.58M	Buy	230,697 +191,015	+481%	+$3.75M	0.06%	333
2021 Q4	$806K	Buy	+39,682	New	+$799K	0.01%	1002

Other funds holding BUFG

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

PGWM

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Advisor Networks's BUFG Position: Q1 2024 in Review

Cetera Advisor Networks increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 2% in Q1 2024, buying an estimated $50.5K and bringing the position to 117,994 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #892.

Cetera Advisor Networks first reported a position in BUFG in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.58M in Q1 2022. 75 funds tracked by Wall St. Rank hold BUFG as of Q1 2024.

Cetera Advisor Networks held 117,994 shares of FT Vest Buffered Allocation Growth ETF worth $2.66M as of Q1 2024.
Cetera Advisor Networks bought 2,307 FT Vest Buffered Allocation Growth ETF shares in Q1 2024, an estimated $50.5K.
FT Vest Buffered Allocation Growth ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #892 holding.
Cetera Advisor Networks first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's FT Vest Buffered Allocation Growth ETF position peaked at $4.58M in Q1 2022.
75 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.