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

Next 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
2021
Q4 		$43K Hold
2,009
– – ﹤0.01% 1530
2021
Q3 		$42K Buy
+2,009
New +$41.9K ﹤0.01% 1484

Other funds holding BUFD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Next Financial Group's BUFD Position: Q4 2021 in Review

Next Financial Group held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q4 2021 at 2,009 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Next Financial Group first reported a position in BUFD in Q3 2021 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold BUFD as of Q4 2021.

  • Next Financial Group held 2,009 shares of FT Vest Fund of Deep Buffer ETFs worth $43K as of Q4 2021.
  • Next Financial Group left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q4 2021.
  • FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1530 holding.
  • Next Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.