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Patriot Financial Group Insurance Agency’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,817
Closed -$55K – 609
2022
Q2 		$55K Hold
2,817
– – 0.01% 699
2022
Q1 		$60K Buy
+2,817
New +$59.1K 0.01% 726

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Patriot Financial Group Insurance Agency's BUFD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2022, closing a stake of 2,817 shares — an estimated $55K sold.

Patriot Financial Group Insurance Agency first reported a position in BUFD in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 85 funds tracked by Wall St. Rank hold BUFD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,817 FT Vest Fund of Deep Buffer ETFs shares in Q3 2022, an estimated $55K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest Fund of Deep Buffer ETFs position peaked at $60K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.