DA
BUFR icon

DCM Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

DCM Advisors’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
2021
Q4 		– Sell
-6,200
Closed -$142K – 227
2021
Q3 		$142K Hold
6,200
– – 0.05% 240
2021
Q2 		$142K Buy
+6,200
New +$140K 0.08% 206

Other funds holding BUFR

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DCM Advisors's BUFR Position: Q4 2021 in Review

DCM Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2021, closing a stake of 6,200 shares — an estimated $142K sold.

DCM Advisors first reported a position in BUFR in Q2 2021 and held it in 2 quarters. The position peaked at $142K in Q3 2021. 89 funds tracked by Wall St. Rank hold BUFR as of Q4 2021.

  • DCM Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 6,200 FT Vest Fund of Buffer ETFs shares in Q4 2021, an estimated $142K.
  • DCM Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and held it in 2 quarters.
  • DCM Advisors's FT Vest Fund of Buffer ETFs position peaked at $142K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.