Financial Advocates Investment Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-297,402	Closed	-$7.02M	–	750
2024 Q1	$7.02M	Sell	297,402 -97,135	-25%	-$2.25M	0.41%	57
2023 Q4	$8.96M	Buy	394,537 +10,603	+3%	+$231K	0.59%	33
2023 Q3	$8.16M	Buy	383,934 +18,210	+5%	+$394K	0.59%	35
2023 Q2	$7.88M	Sell	365,724 -7,601	-2%	-$158K	0.56%	34
2023 Q1	$7.63M	Buy	373,325 +34,727	+10%	+$697K	0.55%	36
2022 Q4	$6.66M	Buy	338,598 +25,592	+8%	+$503K	0.5%	45
2022 Q3	$5.98M	Buy	313,006 +60,289	+24%	+$1.2M	0.49%	42
2022 Q2	$4.94M	Buy	252,717 +97,109	+62%	+$1.97M	0.4%	60
2022 Q1	$3.3M	Buy	155,608 +83,664	+116%	+$1.75M	0.22%	112
2021 Q4	$1.53M	Buy	71,944 +54,605	+315%	+$1.15M	0.1%	243
2021 Q3	$360K	Buy	+17,339	New	+$361K	0.02%	561

Other funds holding BUFD

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Financial Advocates Investment Management's BUFD Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2024, closing a stake of 297,402 shares — an estimated $7.02M sold.

Financial Advocates Investment Management first reported a position in BUFD in Q3 2021 and held it in 11 quarters. The position peaked at $8.96M in Q4 2023. 136 funds tracked by Wall St. Rank hold BUFD as of Q2 2024.

Financial Advocates Investment Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 297,402 FT Vest Fund of Deep Buffer ETFs shares in Q2 2024, an estimated $7.02M.
Financial Advocates Investment Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and held it in 11 quarters.
Financial Advocates Investment Management's FT Vest Fund of Deep Buffer ETFs position peaked at $8.96M in Q4 2023.
136 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.