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Nations Financial Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Nations Financial Group’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
Q3 		– Sell
-116,939
Closed -$2.52M – 621
2023
Q2 		$2.52M Buy
116,939
+878
+0.8% +$18.2K 0.25% 100
2023
Q1 		$2.37M Buy
+116,061
New +$2.33M 0.25% 103

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Nations Financial Group's BUFD Position: Q3 2023 in Review

Nations Financial Group sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2023, closing a stake of 116,939 shares — an estimated $2.52M sold.

Nations Financial Group first reported a position in BUFD in Q1 2023 and held it in 2 quarters. The position peaked at $2.52M in Q2 2023. 98 funds tracked by Wall St. Rank hold BUFD as of Q3 2023.

  • Nations Financial Group reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2023 after selling out during the quarter.
  • Nations Financial Group sold 116,939 FT Vest Fund of Deep Buffer ETFs shares in Q3 2023, an estimated $2.52M.
  • Nations Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and held it in 2 quarters.
  • Nations Financial Group's FT Vest Fund of Deep Buffer ETFs position peaked at $2.52M in Q2 2023.
  • 98 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.