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Next Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Next Financial Group’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$28K Hold
1,155
– – ﹤0.01% 1740
2021
Q3 		$27K Buy
+1,155
New +$26.7K ﹤0.01% 1676

Other funds holding BUFR

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Next Financial Group held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q4 2021 at 1,155 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Next Financial Group first reported a position in BUFR in Q3 2021 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold BUFR as of Q4 2021.

  • Next Financial Group held 1,155 shares of FT Vest Fund of Buffer ETFs worth $28K as of Q4 2021.
  • Next Financial Group left its FT Vest Fund of Buffer ETFs share count unchanged in Q4 2021.
  • FT Vest Fund of Buffer ETFs made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1740 holding.
  • Next Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2021.

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