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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

AWS

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Financial Partners Group (Kansas) sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2022, closing a stake of 23,204 shares — an estimated $484K sold.

Financial Partners Group (Kansas) first reported a position in BUFR in Q3 2021 and held it in 5 quarters. The position peaked at $7.28M in Q2 2022. 133 funds tracked by Wall St. Rank hold BUFR as of Q4 2022.

Financial Partners Group (Kansas) reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 23,204 FT Vest Fund of Buffer ETFs shares in Q4 2022, an estimated $484K.
Financial Partners Group (Kansas) first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and held it in 5 quarters.
Financial Partners Group (Kansas)'s FT Vest Fund of Buffer ETFs position peaked at $7.28M in Q2 2022.
133 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2022.

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