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

Peterson 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
2024 Q3	$189K	Buy	+6,322	New	+$185K	0.73%	36

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Peterson Financial Group's BUFR Position: Q3 2024 in Review

Peterson Financial Group opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q3 2024: 6,322 shares worth $189K. The stake represents 0.73% of the portfolio and ranks #36 among its holdings.

352 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

Peterson Financial Group held 6,322 shares of FT Vest Fund of Buffer ETFs worth $189K as of Q3 2024.
FT Vest Fund of Buffer ETFs was a new Peterson Financial Group position in Q3 2024.
FT Vest Fund of Buffer ETFs made up 0.73% of Peterson Financial Group's portfolio in Q3 2024, its #36 holding.
352 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.