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

CoreCap 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
2025
Q3 		– Sell
-46,844
Closed -$1.2M – 2813
2025
Q2 		$1.2M Sell
46,844
-382
-0.8% -$9.23K 0.05% 316
2025
Q1 		$1.12M Buy
47,226
+1,979
+4% +$48.6K 0.05% 306
2024
Q4 		$1.11M Buy
45,247
+1,422
+3% +$34.8K 0.05% 317
2024
Q3 		$1.06M Sell
43,825
-272
-0.6% -$6.38K 0.05% 312
2024
Q2 		$1.02M Buy
+44,097
New +$997K 0.11% 161

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CoreCap Advisors's BUFG Position: Q3 2025 in Review

CoreCap Advisors sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q3 2025, closing a stake of 46,844 shares — an estimated $1.2M sold.

CoreCap Advisors first reported a position in BUFG in Q2 2024 and held it in 5 quarters. The position peaked at $1.2M in Q2 2025. 77 funds tracked by Wall St. Rank hold BUFG as of Q3 2025.

  • CoreCap Advisors reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q3 2025 after selling out during the quarter.
  • CoreCap Advisors sold 46,844 FT Vest Buffered Allocation Growth ETF shares in Q3 2025, an estimated $1.2M.
  • CoreCap Advisors first reported a position in FT Vest Buffered Allocation Growth ETF in Q2 2024 and held it in 5 quarters.
  • CoreCap Advisors's FT Vest Buffered Allocation Growth ETF position peaked at $1.2M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.