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

FDx 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
2024 Q1	–	Sell	-448,008	Closed	-$11.9M	–	389
2023 Q4	$11.9M	Sell	448,008 -17,067	-4%	-$431K	0.92%	19
2023 Q3	$11.4M	Buy	465,075 +775	+0.2%	+$19.5K	0.95%	18
2023 Q2	$11.6M	Sell	464,300 -20,066	-4%	-$480K	0.64%	33
2023 Q1	$10.8M	Hold	484,366	–	–	0.47%	52
2022 Q4	$10.8M	Buy	484,366 +11,154	+2%	+$246K	0.47%	52
2022 Q3	$9.86M	Buy	473,212 +30,070	+7%	+$669K	0.44%	51
2022 Q2	$9.51M	Buy	+443,142	New	+$9.92M	0.36%	63

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FDx Advisors's BUFR Position: Q1 2024 in Review

FDx Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2024, closing a stake of 448,008 shares — an estimated $11.9M sold.

FDx Advisors first reported a position in BUFR in Q2 2022 and held it in 7 quarters. The position peaked at $11.9M in Q4 2023. 289 funds tracked by Wall St. Rank hold BUFR as of Q1 2024.

FDx Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 448,008 FT Vest Fund of Buffer ETFs shares in Q1 2024, an estimated $11.9M.
FDx Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and held it in 7 quarters.
FDx Advisors's FT Vest Fund of Buffer ETFs position peaked at $11.9M in Q4 2023.
289 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.