DCM
BUFR icon

Davidson Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Davidson Capital Management’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
2023
Q1 		– Sell
-1,814
Closed -$40.3K – 91
2022
Q4 		$40.3K Sell
1,814
-70,840
-98% -$1.56M 0.03% 52
2022
Q3 		$1.51M Buy
72,654
+318
+0.4% +$7.07K 0.74% 11
2022
Q2 		$1.55M Sell
72,336
-3,859
-5% -$86.4K 0.73% 8
2022
Q1 		$1.81M Buy
+76,195
New +$1.78M 0.68% 8

Other funds holding BUFR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Davidson Capital Management's BUFR Position: Q1 2023 in Review

Davidson Capital Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2023, closing a stake of 1,814 shares — an estimated $40.3K sold.

Davidson Capital Management first reported a position in BUFR in Q1 2022 and held it in 4 quarters. The position peaked at $1.81M in Q1 2022. 148 funds tracked by Wall St. Rank hold BUFR as of Q1 2023.

  • Davidson Capital Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2023 after selling out during the quarter.
  • Davidson Capital Management sold 1,814 FT Vest Fund of Buffer ETFs shares in Q1 2023, an estimated $40.3K.
  • Davidson Capital Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 4 quarters.
  • Davidson Capital Management's FT Vest Fund of Buffer ETFs position peaked at $1.81M in Q1 2022.
  • 148 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.