FPWM
BUFD icon

FSB Premier Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

FSB Premier Wealth 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
2023
Q1 		– Sell
-14,326
Closed -$282K – 147
2022
Q4 		$282K Hold
14,326
– – 0.15% 118
2022
Q3 		$273K Hold
14,326
– – 0.16% 115
2022
Q2 		$279K Buy
14,326
+200
+1% +$4.05K 0.15% 114
2022
Q1 		$291K Hold
14,126
– – 0.15% 113
2021
Q4 		$301K Buy
+14,126
New +$298K 0.13% 109

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FSB Premier Wealth Management's BUFD Position: Q1 2023 in Review

FSB Premier Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 14,326 shares — an estimated $282K sold.

FSB Premier Wealth Management first reported a position in BUFD in Q4 2021 and held it in 5 quarters. The position peaked at $301K in Q4 2021. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

  • FSB Premier Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
  • FSB Premier Wealth Management sold 14,326 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $282K.
  • FSB Premier Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and held it in 5 quarters.
  • FSB Premier Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $301K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on FSB Premier Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.