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Edge Capital Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Edge Capital Group’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
2024
Q4 		$6.72M Buy
220,705
+22,778
+12% +$691K 0.3% 67
2024
Q3 		$5.92M Buy
197,927
+29,595
+18% +$865K 0.26% 76
2024
Q2 		$4.87M Buy
168,332
+43,729
+35% +$1.23M 0.24% 85
2024
Q1 		$3.48M Buy
124,603
+33,726
+37% +$919K 0.17% 106
2023
Q4 		$2.41M Buy
+90,877
New +$2.3M 0.13% 117

Other funds holding BUFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Edge Capital Group's BUFR Position: Q4 2024 in Review

Edge Capital Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q4 2024, buying an estimated $691K and bringing the position to 220,705 shares worth $6.72M. The position accounts for 0.3% of the portfolio, ranked #67.

Edge Capital Group first reported a position in BUFR in Q4 2023 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Edge Capital Group held 220,705 shares of FT Vest Fund of Buffer ETFs worth $6.72M as of Q4 2024.
  • Edge Capital Group bought 22,778 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $691K.
  • FT Vest Fund of Buffer ETFs made up 0.3% of Edge Capital Group's portfolio in Q4 2024, its #67 holding.
  • Edge Capital Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.