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

Cetera Advisors’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
2024
Q1 		$100M Buy
3,575,224
+2,918,716
+445% +$79.5M 0.79% 13
2023
Q4 		$17.4M Buy
656,508
+73,354
+13% +$1.85M 0.24% 89
2023
Q3 		$14.3M Buy
583,154
+45,781
+9% +$1.15M 0.22% 101
2023
Q2 		$13.5M Buy
537,373
+17,974
+3% +$430K 0.21% 105
2023
Q1 		$12.2M Buy
519,399
+60,240
+13% +$1.38M 0.2% 108
2022
Q4 		$10.2M Buy
459,159
+152,391
+50% +$3.36M 0.18% 122
2022
Q3 		$6.39M Buy
306,768
+49,842
+19% +$1.11M 0.17% 137
2022
Q2 		$5.51M Buy
256,926
+35,804
+16% +$801K 0.13% 165
2022
Q1 		$5.26M Sell
221,122
-79
-0% -$1.85K 0.1% 203
2021
Q4 		$5.32M Buy
221,201
+3,102
+1% +$73.3K 0.11% 198
2021
Q3 		$5M Buy
218,099
+124,659
+133% +$2.88M 0.1% 212
2021
Q2 		$2.14M Buy
93,440
+6,181
+7% +$140K 0.05% 358
2021
Q1 		$1.93M Sell
87,259
-11,483
-12% -$250K 0.05% 324
2020
Q4 		$2.12M Buy
+98,742
New +$2.06M 0.07% 264

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisors's BUFR Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 445% in Q1 2024, buying an estimated $79.5M and bringing the position to 3,575,224 shares worth $100M. The position accounts for 0.79% of the portfolio, ranked #13.

Cetera Advisors first reported a position in BUFR in Q4 2020 and has held it in 14 quarters since. 287 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

  • Cetera Advisors held 3,575,224 shares of FT Vest Fund of Buffer ETFs worth $100M as of Q1 2024.
  • Cetera Advisors bought 2,918,716 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $79.5M.
  • FT Vest Fund of Buffer ETFs made up 0.79% of Cetera Advisors's portfolio in Q1 2024, its #13 holding.
  • Cetera Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and has held it in 14 quarters since.
  • 287 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

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