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Raymond James Financial Services Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Raymond James Financial Services Advisors’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 		$20.9M Buy
700,563
+674,424
+2,580% +$19.7M 0.03% 531
2024
Q2 		$756K Buy
+26,139
New +$738K ﹤0.01% 2258

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial Services Advisors's BUFR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2,580% in Q3 2024, buying an estimated $19.7M and bringing the position to 700,563 shares worth $20.9M. The position accounts for 0.03% of the portfolio, ranked #531.

Raymond James Financial Services Advisors first reported a position in BUFR in Q2 2024 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold BUFR as of Q3 2024.

  • Raymond James Financial Services Advisors held 700,563 shares of FT Vest Fund of Buffer ETFs worth $20.9M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 674,424 FT Vest Fund of Buffer ETFs shares in Q3 2024, an estimated $19.7M.
  • FT Vest Fund of Buffer ETFs made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #531 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.