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

Cetera Advisors’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	$6.03M	Buy	267,692 +93,395	+54%	+$2.04M	0.05%	393
2023 Q4	$3.71M	Sell	174,297 -45,345	-21%	-$921K	0.05%	347
2023 Q3	$4.32M	Sell	219,642 -15,753	-7%	-$319K	0.07%	281
2023 Q2	$4.75M	Sell	235,395 -34,103	-13%	-$660K	0.07%	247
2023 Q1	$5.11M	Sell	269,498 -110,055	-29%	-$2.04M	0.09%	241
2022 Q4	$6.82M	Sell	379,553 -85,196	-18%	-$1.53M	0.12%	178
2022 Q3	$7.84M	Sell	464,749 -226,398	-33%	-$4.13M	0.21%	112
2022 Q2	$12.2M	Buy	691,147 +382,726	+124%	+$7.11M	0.28%	79
2022 Q1	$6.12M	Buy	308,421 +189,240	+159%	+$3.71M	0.12%	168
2021 Q4	$2.42M	Buy	+119,181	New	+$2.4M	0.05%	353

Other funds holding BUFG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Cetera Advisors's BUFG Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 54% in Q1 2024, buying an estimated $2.04M and bringing the position to 267,692 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #393.

Cetera Advisors first reported a position in BUFG in Q4 2021 and has held it in 10 quarters since. The position peaked at $12.2M in Q2 2022. 75 funds tracked by Wall St. Rank hold BUFG as of Q1 2024.

Cetera Advisors held 267,692 shares of FT Vest Buffered Allocation Growth ETF worth $6.03M as of Q1 2024.
Cetera Advisors bought 93,395 FT Vest Buffered Allocation Growth ETF shares in Q1 2024, an estimated $2.04M.
FT Vest Buffered Allocation Growth ETF made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #393 holding.
Cetera Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and has held it in 10 quarters since.
Cetera Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $12.2M in Q2 2022.
75 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2024.

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