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Heritage Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$249K Buy
8,403
+658
+8% +$20.1K 0.38% 51
2024
Q4 		$236K Sell
7,745
-370
-5% -$11.2K 0.3% 59
2024
Q3 		$243K Buy
8,115
+480
+6% +$14K 0.29% 57
2024
Q2 		$221K Buy
+7,635
New +$215K 0.32% 55

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Heritage Wealth Partners's BUFR Position: Q1 2025 in Review

Heritage Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.5% in Q1 2025, buying an estimated $20.1K and bringing the position to 8,403 shares worth $249K. The position accounts for 0.38% of the portfolio, ranked #51.

Heritage Wealth Partners first reported a position in BUFR in Q2 2024 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Heritage Wealth Partners held 8,403 shares of FT Vest Fund of Buffer ETFs worth $249K as of Q1 2025.
  • Heritage Wealth Partners bought 658 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $20.1K.
  • FT Vest Fund of Buffer ETFs made up 0.38% of Heritage Wealth Partners's portfolio in Q1 2025, its #51 holding.
  • Heritage Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 4 quarters since.
  • 434 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.