Money Concepts Capital’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Money Concepts Capital’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	-10,929	Closed	-$42.2K	–	377
2023 Q1	$42.2K	Buy	10,929 +9,618	+734%	+$180K	﹤0.01%	458
2022 Q4	$24.2K	Buy	1,311 +258	+25%	+$4.78K	﹤0.01%	1581
2022 Q3	$19K	Hold	1,053	–	–	﹤0.01%	922
2022 Q2	$20K	Sell	1,053 -258	-20%	-$4.95K	﹤0.01%	882
2022 Q1	$26K	Buy	+1,311	New	+$26.1K	﹤0.01%	1492

Other funds holding BUFT

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Money Concepts Capital's BUFT Position: Q2 2023 in Review

Money Concepts Capital sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q2 2023, closing a stake of 10,929 shares — an estimated $42.2K sold.

Money Concepts Capital first reported a position in BUFT in Q1 2022 and held it in 5 quarters. The position peaked at $42.2K in Q1 2023. 45 funds tracked by Wall St. Rank hold BUFT as of Q2 2023.

Money Concepts Capital reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 10,929 FT Vest Buffered Allocation Defensive ETF shares in Q2 2023, an estimated $42.2K.
Money Concepts Capital first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 5 quarters.
Money Concepts Capital's FT Vest Buffered Allocation Defensive ETF position peaked at $42.2K in Q1 2023.
45 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.