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Insight Advisors’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Insight Advisors’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,994
Closed -$437K – 289
2023
Q1 		$437K Sell
22,994
-11,726
-34% -$220K 0.1% 170
2022
Q4 		$640K Sell
34,720
-16,853
-33% -$313K 0.22% 119
2022
Q3 		$933K Buy
51,573
+4,045
+9% +$75.9K 0.37% 72
2022
Q2 		$905K Buy
+47,528
New +$912K 0.31% 89

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Insight Advisors's BUFT Position: Q2 2023 in Review

Insight Advisors sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2023, closing a stake of 22,994 shares — an estimated $437K sold.

Insight Advisors first reported a position in BUFT in Q2 2022 and held it in 4 quarters. The position peaked at $933K in Q3 2022. 45 funds tracked by Wall St. Rank hold BUFT as of Q2 2023.

  • Insight Advisors reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2023 after selling out during the quarter.
  • Insight Advisors sold 22,994 FT Vest Buffered Allocation Defensive ETF shares in Q2 2023, an estimated $437K.
  • Insight Advisors first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and held it in 4 quarters.
  • Insight Advisors's FT Vest Buffered Allocation Defensive ETF position peaked at $933K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.