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Farmers & Merchants Investments Inc’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$11.3K – 1745
2023
Q4 		$11.3K Buy
+500
New +$10.9K ﹤0.01% 611

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Farmers & Merchants Investments Inc's BUFD Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2024, closing a stake of 500 shares — an estimated $11.3K sold.

Farmers & Merchants Investments Inc first reported a position in BUFD in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 127 funds tracked by Wall St. Rank hold BUFD as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 500 FT Vest Fund of Deep Buffer ETFs shares in Q1 2024, an estimated $11.3K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest Fund of Deep Buffer ETFs position peaked at $11.3K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.