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

Financial Partners Group (Kansas)’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
2022 Q4	–	Sell	-23,204	Closed	-$484K	–	168
2022 Q3	$484K	Sell	23,204 -315,828	-93%	-$7.02M	0.13%	84
2022 Q2	$7.28M	Buy	339,032 +96,715	+40%	+$2.16M	1.82%	15
2022 Q1	$5.76M	Buy	242,317 +45,141	+23%	+$1.06M	1.25%	18
2021 Q4	$4.65M	Buy	197,176 +4,916	+3%	+$116K	1.02%	25
2021 Q3	$4.41M	Buy	+192,260	New	+$4.45M	1.04%	27

Other funds holding BUFR

Commonwealth Equity Services

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

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

Envestnet Asset Management

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

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Cetera Investment Advisers

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

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

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