SCFS
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S.C. Financial Services’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

S.C. Financial Services’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.34M Buy
72,788
+18,383
+34% +$341K 2.06% 10
2022
Q3 		$985K Buy
54,405
+37,639
+224% +$706K 1.56% 13
2022
Q2 		$311K Buy
+16,766
New +$322K 0.48% 74

Other funds holding BUFT

SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

S.C. Financial Services's BUFT Position: Q4 2022 in Review

S.C. Financial Services increased its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 34% in Q4 2022, buying an estimated $341K and bringing the position to 72,788 shares worth $1.34M. The position accounts for 2.06% of the portfolio, ranked #10.

S.C. Financial Services first reported a position in BUFT in Q2 2022 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BUFT as of Q4 2022.

  • S.C. Financial Services held 72,788 shares of FT Vest Buffered Allocation Defensive ETF worth $1.34M as of Q4 2022.
  • S.C. Financial Services bought 18,383 FT Vest Buffered Allocation Defensive ETF shares in Q4 2022, an estimated $341K.
  • FT Vest Buffered Allocation Defensive ETF made up 2.06% of S.C. Financial Services's portfolio in Q4 2022, its #10 holding.
  • S.C. Financial Services first reported a position in FT Vest Buffered Allocation Defensive ETF in Q2 2022 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.