Cetera Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Cetera Advisors’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 Q1	$8.6M	Buy	364,387 +21,807	+6%	+$505K	0.07%	296
2023 Q4	$7.78M	Buy	342,580 +15,002	+5%	+$327K	0.11%	189
2023 Q3	$6.96M	Buy	327,578 +25,321	+8%	+$547K	0.11%	193
2023 Q2	$6.51M	Buy	302,257 +39,584	+15%	+$822K	0.1%	200
2023 Q1	$5.37M	Buy	262,673 +11,940	+5%	+$240K	0.09%	236
2022 Q4	$4.93M	Buy	250,733 +143,848	+135%	+$2.83M	0.09%	238
2022 Q3	$2.04M	Buy	106,885 +59,811	+127%	+$1.19M	0.05%	350
2022 Q2	$920K	Buy	47,074 +33,073	+236%	+$669K	0.02%	600
2022 Q1	$297K	Buy	+14,001	New	+$294K	0.01%	1111

Other funds holding BUFD

GHA

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

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

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

CWA

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors's BUFD Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 6.4% in Q1 2024, buying an estimated $505K and bringing the position to 364,387 shares worth $8.6M. The position accounts for 0.07% of the portfolio, ranked #296.

Cetera Advisors first reported a position in BUFD in Q1 2022 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold BUFD as of Q1 2024.

Cetera Advisors held 364,387 shares of FT Vest Fund of Deep Buffer ETFs worth $8.6M as of Q1 2024.
Cetera Advisors bought 21,807 FT Vest Fund of Deep Buffer ETFs shares in Q1 2024, an estimated $505K.
FT Vest Fund of Deep Buffer ETFs made up 0.07% of Cetera Advisors's portfolio in Q1 2024, its #296 holding.
Cetera Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2024.

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