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Financial Advocates Investment Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Financial Advocates Investment Management’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60,302
Closed -$1.19M – 736
2023
Q3 		$1.19M Buy
60,302
+2,585
+4% +$52.4K 0.09% 239
2023
Q2 		$1.16M Sell
57,717
-34
-0.1% -$658 0.08% 242
2023
Q1 		$1.09M Buy
57,751
+13,554
+31% +$252K 0.08% 273
2022
Q4 		$794K Buy
+44,197
New +$792K 0.06% 339

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Financial Advocates Investment Management's BUFG Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q4 2023, closing a stake of 60,302 shares — an estimated $1.19M sold.

Financial Advocates Investment Management first reported a position in BUFG in Q4 2022 and held it in 4 quarters. The position peaked at $1.19M in Q3 2023. 70 funds tracked by Wall St. Rank hold BUFG as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 60,302 FT Vest Buffered Allocation Growth ETF shares in Q4 2023, an estimated $1.19M.
  • Financial Advocates Investment Management first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and held it in 4 quarters.
  • Financial Advocates Investment Management's FT Vest Buffered Allocation Growth ETF position peaked at $1.19M in Q3 2023.
  • 70 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.