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Concourse Financial Group Securities’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,176
Closed -$56.5K – 272
2024
Q4 		$56.5K Sell
2,176
-1,755
-45% -$44.6K ﹤0.01% 1163
2024
Q3 		$98.4K Sell
3,931
-17,226
-81% -$423K 0.01% 944
2024
Q2 		$515K Buy
21,157
+2,659
+14% +$63.3K 0.03% 438
2024
Q1 		$436K Sell
18,498
-4,836
-21% -$112K 0.03% 471
2023
Q4 		$530K Sell
23,334
-7,848
-25% -$171K 0.04% 425
2023
Q3 		$663K Sell
31,182
-3,488
-10% -$75.4K 0.05% 359
2023
Q2 		$747K Buy
34,670
+26,857
+344% +$558K 0.06% 347
2023
Q1 		$160K Sell
7,813
-7
-0.1% -$140 0.01% 719
2022
Q4 		$154K Sell
7,820
-319
-4% -$6.27K 0.01% 689
2022
Q3 		$156K Buy
8,139
+1,582
+24% +$31.4K 0.01% 594
2022
Q2 		$128K Buy
6,557
+6,235
+1,936% +$126K 0.01% 722
2022
Q1 		$7K Sell
322
-1,809
-85% -$37.9K ﹤0.01% 1777
2021
Q4 		$45K Sell
2,131
-2,080
-49% -$43.9K ﹤0.01% 1326
2021
Q3 		$88K Buy
4,211
+3,856
+1,086% +$80.4K 0.01% 1056
2021
Q2 		$7K Buy
+355
New +$7.31K ﹤0.01% 1959

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concourse Financial Group Securities's BUFD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 2,176 shares — an estimated $56.5K sold.

Concourse Financial Group Securities first reported a position in BUFD in Q2 2021 and held it in 15 quarters. The position peaked at $747K in Q2 2023. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,176 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $56.5K.
  • Concourse Financial Group Securities first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and held it in 15 quarters.
  • Concourse Financial Group Securities's FT Vest Fund of Deep Buffer ETFs position peaked at $747K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.