FH
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FWG Holdings’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

FWG Holdings’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
-47,044
Closed -$925K – 89
2022
Q4 		$925K Sell
47,044
-47,058
-50% -$925K 0.65% 29
2022
Q3 		$1.8M Sell
94,102
-189,845
-67% -$3.77M 1.35% 17
2022
Q2 		$5.55M Buy
+283,947
New +$5.75M 4.78% 8

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

FWG Holdings's BUFD Position: Q1 2023 in Review

FWG Holdings sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 47,044 shares — an estimated $925K sold.

FWG Holdings first reported a position in BUFD in Q2 2022 and held it in 3 quarters. The position peaked at $5.55M in Q2 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

  • FWG Holdings reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
  • FWG Holdings sold 47,044 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $925K.
  • FWG Holdings first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2022 and held it in 3 quarters.
  • FWG Holdings's FT Vest Fund of Deep Buffer ETFs position peaked at $5.55M in Q2 2022.
  • 86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on FWG Holdings's 13F filing for Q1 2023, filed 12 May 2023.