Fidelity Investments
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Fidelity Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Fidelity Investments’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
Q2 		– Sell
-1
Closed -$28 – 5388
2024
Q1 		$28 Hold
1
– – ﹤0.01% 5123
2023
Q4 		$27 Buy
+1
New +$25 ﹤0.01% 5131

Other funds holding BUFR

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Cetera Investment Advisers
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fidelity Investments's BUFR Position: Q2 2024 in Review

Fidelity Investments sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2024, closing a stake of 1 share — an estimated $28 sold.

Fidelity Investments first reported a position in BUFR in Q4 2023 and held it in 2 quarters. The position peaked at $28 in Q1 2024. 324 funds tracked by Wall St. Rank hold BUFR as of Q2 2024.

  • Fidelity Investments reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 FT Vest Fund of Buffer ETFs share in Q2 2024, an estimated $28.
  • Fidelity Investments first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 2 quarters.
  • Fidelity Investments's FT Vest Fund of Buffer ETFs position peaked at $28 in Q1 2024.
  • 324 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.