True Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

True Capital Management’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
2023 Q1	$267K	Buy	+11,385	New	+$261K	0.18%	105

Other funds holding BUFR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

True Capital Management's BUFR Position: Q1 2023 in Review

True Capital Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q1 2023: 11,385 shares worth $267K. The stake represents 0.18% of the portfolio and ranks #105 among its holdings.

148 funds tracked by Wall St. Rank hold BUFR as of Q1 2023.

True Capital Management held 11,385 shares of FT Vest Fund of Buffer ETFs worth $267K as of Q1 2023.
FT Vest Fund of Buffer ETFs was a new True Capital Management position in Q1 2023.
FT Vest Fund of Buffer ETFs made up 0.18% of True Capital Management's portfolio in Q1 2023, its #105 holding.
148 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.