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Csenge Advisory Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Csenge Advisory Group’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
2023
Q2 		– Sell
-33,372
Closed -$634K – 663
2023
Q1 		$634K Sell
33,372
-74,405
-69% -$1.39M 0.05% 290
2022
Q4 		$1.99M Sell
107,777
-2,472
-2% -$45.8K 0.15% 128
2022
Q3 		$2M Sell
110,249
-2,588
-2% -$48.5K 0.17% 113
2022
Q2 		$2.09M Buy
+112,837
New +$2.17M 0.18% 110

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Csenge Advisory Group's BUFT Position: Q2 2023 in Review

Csenge Advisory Group sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2023, closing a stake of 33,372 shares — an estimated $634K sold.

Csenge Advisory Group first reported a position in BUFT in Q2 2022 and held it in 4 quarters. The position peaked at $2.09M in Q2 2022. 45 funds tracked by Wall St. Rank hold BUFT as of Q2 2023.

  • Csenge Advisory Group reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 33,372 FT Vest Buffered Allocation Defensive ETF shares in Q2 2023, an estimated $634K.
  • Csenge Advisory Group first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and held it in 4 quarters.
  • Csenge Advisory Group's FT Vest Buffered Allocation Defensive ETF position peaked at $2.09M in Q2 2022.
  • 45 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.