Financial Advocates Investment Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-297,402
| Closed | -$7.02M | – | 725 |
|
|
2024
Q1 | $7.02M | Sell |
297,402
-97,135
| -25% | -$2.29M | 0.41% | 57 |
|
|
2023
Q4 | $8.96M | Buy |
394,537
+10,603
| +3% | +$241K | 0.59% | 33 |
|
|
2023
Q3 | $8.16M | Buy |
383,934
+18,210
| +5% | +$387K | 0.59% | 34 |
|
|
2023
Q2 | $7.88M | Sell |
365,724
-7,601
| -2% | -$164K | 0.56% | 33 |
|
|
2023
Q1 | $7.63M | Buy |
373,325
+34,727
| +10% | +$709K | 0.55% | 31 |
|
|
2022
Q4 | $6.66M | Buy |
338,598
+25,592
| +8% | +$503K | 0.5% | 45 |
|
|
2022
Q3 | $5.98M | Buy |
313,006
+60,289
| +24% | +$1.15M | 0.49% | 40 |
|
|
2022
Q2 | $4.94M | Buy |
252,717
+97,109
| +62% | +$1.9M | 0.4% | 60 |
|
|
2022
Q1 | $3.3M | Buy |
155,608
+83,664
| +116% | +$1.78M | 0.22% | 112 |
|
|
2021
Q4 | $1.53M | Buy |
71,944
+54,605
| +315% | +$1.16M | 0.1% | 238 |
|
|
2021
Q3 | $360K | Buy |
+17,339
| New | +$360K | 0.02% | 560 |
|