Cetera Advisors’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Cetera Advisors’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.84M	Sell	86,343 -13,666	-14%	-$289K	0.01%	854
2023 Q4	$2.08M	Sell	100,009 -21,631	-18%	-$436K	0.03%	493
2023 Q3	$2.4M	Sell	121,640 -5,274	-4%	-$105K	0.04%	405
2023 Q2	$2.53M	Sell	126,914 -35,048	-22%	-$676K	0.04%	397
2023 Q1	$3.08M	Sell	161,962 -34,457	-18%	-$646K	0.05%	337
2022 Q4	$3.62M	Sell	196,419 -49,812	-20%	-$924K	0.07%	295
2022 Q3	$4.46M	Buy	246,231 +7,107	+3%	+$133K	0.12%	187
2022 Q2	$4.44M	Buy	239,124 +74,858	+46%	+$1.44M	0.1%	198
2022 Q1	$3.29M	Buy	164,266 +71,426	+77%	+$1.42M	0.07%	303
2021 Q4	$1.87M	Buy	+92,840	New	+$1.86M	0.04%	419

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Advisors's BUFT Position: Q1 2024 in Review

Cetera Advisors reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 14% in Q1 2024, selling an estimated $289K and leaving 86,343 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #854.

Cetera Advisors first reported a position in BUFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.46M in Q3 2022. 57 funds tracked by Wall St. Rank hold BUFT as of Q1 2024.

Cetera Advisors held 86,343 shares of FT Vest Buffered Allocation Defensive ETF worth $1.84M as of Q1 2024.
Cetera Advisors sold 13,666 FT Vest Buffered Allocation Defensive ETF shares in Q1 2024, an estimated $289K.
FT Vest Buffered Allocation Defensive ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #854 holding.
Cetera Advisors first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2021 and has held it in 10 quarters since.
Cetera Advisors's FT Vest Buffered Allocation Defensive ETF position peaked at $4.46M in Q3 2022.
57 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2024.

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