Financial Partners Group (Kansas)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Financial Partners Group (Kansas)’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
2022 Q4	–	Sell	-23,786	Closed	-$455K	–	167
2022 Q3	$455K	Sell	23,786 -195,332	-89%	-$3.88M	0.12%	87
2022 Q2	$4.28M	Buy	219,118 +103,831	+90%	+$2.1M	1.07%	22
2022 Q1	$2.45M	Buy	115,287 +40,697	+55%	+$854K	0.53%	33
2021 Q4	$1.57M	Buy	74,590 +3,225	+5%	+$68K	0.34%	43
2021 Q3	$1.48M	Buy	+71,365	New	+$1.49M	0.35%	47

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Financial Partners Group (Kansas)'s BUFD Position: Q4 2022 in Review

Financial Partners Group (Kansas) sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2022, closing a stake of 23,786 shares — an estimated $455K sold.

Financial Partners Group (Kansas) first reported a position in BUFD in Q3 2021 and held it in 5 quarters. The position peaked at $4.28M in Q2 2022. 84 funds tracked by Wall St. Rank hold BUFD as of Q4 2022.

Financial Partners Group (Kansas) reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 23,786 FT Vest Fund of Deep Buffer ETFs shares in Q4 2022, an estimated $455K.
Financial Partners Group (Kansas) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and held it in 5 quarters.
Financial Partners Group (Kansas)'s FT Vest Fund of Deep Buffer ETFs position peaked at $4.28M in Q2 2022.
84 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2022, filed 14 Feb 2023.