IA
BUFR icon

IFP Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

IFP Advisors’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
2026
Q1 		$5.25M Buy
155,330
+38,011
+32% +$1.31M 0.11% 211
2025
Q4 		$4.02M Buy
117,319
+32,310
+38% +$1.09M 0.09% 235
2025
Q3 		$2.84M Buy
85,009
+6,812
+9% +$222K 0.07% 292
2025
Q2 		$2.49M Sell
78,197
-10,829
-12% -$326K 0.07% 307
2025
Q1 		$2.64M Sell
89,026
-4,171
-4% -$127K 0.08% 292
2024
Q4 		$2.84M Buy
93,197
+13,729
+17% +$416K 0.09% 244
2024
Q3 		$2.38M Buy
79,468
+18,421
+30% +$538K 0.09% 259
2024
Q2 		$1.77M Buy
61,047
+8,833
+17% +$249K 0.07% 294
2024
Q1 		$1.46M Sell
52,214
-13,569
-21% -$370K 0.06% 321
2023
Q4 		$1.75M Sell
65,783
-40,488
-38% -$1.02M 0.08% 268
2023
Q3 		$2.6M Buy
106,271
+21,857
+26% +$549K 0.12% 179
2023
Q2 		$2.11M Buy
84,414
+6,729
+9% +$161K 0.09% 243
2023
Q1 		$1.55M Sell
77,685
-46,705
-38% -$1.07M 0.07% 281
2022
Q4 		$2.49M Sell
124,390
-117,464
-49% -$2.59M 0.07% 318
2022
Q3 		$4.89M Buy
241,854
+25,068
+12% +$557K 0.13% 163
2022
Q2 		$4.39M Hold
216,786
– – 0.14% 158
2022
Q1 		$4.39M Buy
216,786
+178,778
+470% +$4.18M 0.14% 158
2021
Q4 		$909K Buy
38,008
+973
+3% +$23K 0.02% 428
2021
Q3 		$851K Buy
37,035
+18,995
+105% +$439K 0.02% 436
2021
Q2 		$415K Buy
18,040
+17,805
+7,577% +$402K 0.01% 608
2021
Q1 		$5K Buy
+235
New +$5.11K ﹤0.01% 2399

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return