FDx Advisors’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

FDx Advisors’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-449,946	Closed	-$9.37M	–	390
2023 Q4	$9.37M	Sell	449,946 -18,579	-4%	-$374K	0.72%	24
2023 Q3	$9.22M	Buy	468,525 +4,854	+1%	+$96.9K	0.77%	22
2023 Q2	$9.23M	Sell	463,671 -415,046	-47%	-$8.01M	0.51%	45
2023 Q1	$16.2M	Hold	878,717	–	–	0.71%	33
2022 Q4	$16.2M	Buy	878,717 +29,853	+4%	+$554K	0.71%	33
2022 Q3	$15.4M	Buy	848,864 +51,039	+6%	+$957K	0.69%	30
2022 Q2	$14.8M	Buy	+797,825	New	+$15.3M	0.56%	41

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FDx Advisors's BUFT Position: Q1 2024 in Review

FDx Advisors sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2024, closing a stake of 449,946 shares — an estimated $9.37M sold.

FDx Advisors first reported a position in BUFT in Q2 2022 and held it in 7 quarters. The position peaked at $16.2M in Q1 2023. 57 funds tracked by Wall St. Rank hold BUFT as of Q1 2024.

FDx Advisors reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 449,946 FT Vest Buffered Allocation Defensive ETF shares in Q1 2024, an estimated $9.37M.
FDx Advisors first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and held it in 7 quarters.
FDx Advisors's FT Vest Buffered Allocation Defensive ETF position peaked at $16.2M in Q1 2023.
57 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2024.

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