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Money Concepts Capital’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Money Concepts Capital’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,257
Closed -$58.5K – 802
2022
Q4 		$58.5K Buy
3,257
+2,196
+207% +$39.3K ﹤0.01% 1187
2022
Q3 		$18K Hold
1,061
– – ﹤0.01% 936
2022
Q2 		$19K Sell
1,061
-55
-5% -$1.02K ﹤0.01% 896
2022
Q1 		$22K Buy
+1,116
New +$21.9K ﹤0.01% 1569

Other funds holding BUFG

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 22.9% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Money Concepts Capital sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2023, closing a stake of 3,257 shares — an estimated $58.5K sold.

Money Concepts Capital first reported a position in BUFG in Q1 2022 and held it in 4 quarters. The position peaked at $58.5K in Q4 2022. 60 funds tracked by Wall St. Rank hold BUFG as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,257 FT Vest Buffered Allocation Growth ETF shares in Q1 2023, an estimated $58.5K.
  • Money Concepts Capital first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's FT Vest Buffered Allocation Growth ETF position peaked at $58.5K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2023.

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