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TRUADVICE’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-41,801
Closed -$871K – 142
2021
Q2 		$871K Buy
+41,801
New +$860K 0.19% 114

Other funds holding BUFD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

TRUADVICE's BUFD Position: Q3 2021 in Review

TRUADVICE sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2021, closing a stake of 41,801 shares — an estimated $871K sold.

TRUADVICE first reported a position in BUFD in Q2 2021 and held it in 1 quarter. The position peaked at $871K in Q2 2021. 24 funds tracked by Wall St. Rank hold BUFD as of Q3 2021.

  • TRUADVICE reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 41,801 FT Vest Fund of Deep Buffer ETFs shares in Q3 2021, an estimated $871K.
  • TRUADVICE first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and held it in 1 quarter.
  • TRUADVICE's FT Vest Fund of Deep Buffer ETFs position peaked at $871K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.