Money Concepts Capital’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Money Concepts Capital’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	-5,669	Closed	-$112K	–	800
2022 Q4	$112K	Sell	5,669 -34,278	-86%	-$674K	0.01%	922
2022 Q3	$763K	Hold	39,947	–	–	0.05%	258
2022 Q2	$783K	Sell	39,947 -18,396	-32%	-$372K	0.07%	222
2022 Q1	$1.24M	Buy	58,343 +38,454	+193%	+$807K	0.07%	264
2021 Q4	$424K	Buy	+19,889	New	+$420K	0.04%	342

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Money Concepts Capital's BUFD Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2023, closing a stake of 5,669 shares — an estimated $112K sold.

Money Concepts Capital first reported a position in BUFD in Q4 2021 and held it in 5 quarters. The position peaked at $1.24M in Q1 2022. 86 funds tracked by Wall St. Rank hold BUFD as of Q1 2023.

Money Concepts Capital reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 5,669 FT Vest Fund of Deep Buffer ETFs shares in Q1 2023, an estimated $112K.
Money Concepts Capital first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's FT Vest Fund of Deep Buffer ETFs position peaked at $1.24M in Q1 2022.
86 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.