CFGS
BUFR icon

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

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-143,076
Closed -$4.44M – 276
2024
Q4 		$4.44M Buy
143,076
+6,356
+5% +$193K 0.25% 92
2024
Q3 		$4.09M Buy
136,720
+15,724
+13% +$459K 0.24% 97
2024
Q2 		$3.5M Buy
120,996
+13,761
+13% +$388K 0.22% 107
2024
Q1 		$3M Buy
107,235
+6,581
+7% +$179K 0.19% 118
2023
Q4 		$2.67M Buy
100,654
+7,063
+8% +$178K 0.19% 113
2023
Q3 		$2.29M Buy
93,591
+8,988
+11% +$226K 0.18% 129
2023
Q2 		$2.12M Buy
84,603
+8,232
+11% +$197K 0.16% 129
2023
Q1 		$1.79M Buy
76,371
+8,476
+12% +$194K 0.14% 159
2022
Q4 		$1.51M Buy
67,895
+56,994
+523% +$1.26M 0.12% 188
2022
Q3 		$227K Buy
10,901
+3,312
+44% +$73.6K 0.02% 517
2022
Q2 		$163K Buy
7,589
+2,715
+56% +$60.8K 0.01% 643
2022
Q1 		$116K Sell
4,874
-9,769
-67% -$229K 0.01% 810
2021
Q4 		$352K Sell
14,643
-1,462
-9% -$34.5K 0.02% 561
2021
Q3 		$370K Buy
16,105
+14,919
+1,258% +$345K 0.02% 537
2021
Q2 		$27K Buy
+1,186
New +$26.8K ﹤0.01% 1546

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2025, closing a stake of 143,076 shares — an estimated $4.44M sold.

Concourse Financial Group Securities first reported a position in BUFR in Q2 2021 and held it in 15 quarters. The position peaked at $4.44M in Q4 2024. 432 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 143,076 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $4.44M.
  • Concourse Financial Group Securities first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and held it in 15 quarters.
  • Concourse Financial Group Securities's FT Vest Fund of Buffer ETFs position peaked at $4.44M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

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