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WealthSource Partners’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

WealthSource Partners’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-49,905
Closed -$1.01M – 574
2021
Q4 		$1.01M Buy
+49,905
New +$1M 0.08% 185

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

WealthSource Partners's BUFG Position: Q1 2022 in Review

WealthSource Partners sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2022, closing a stake of 49,905 shares — an estimated $1.01M sold.

WealthSource Partners first reported a position in BUFG in Q4 2021 and held it in 1 quarter. The position peaked at $1.01M in Q4 2021. 39 funds tracked by Wall St. Rank hold BUFG as of Q1 2022.

  • WealthSource Partners reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 49,905 FT Vest Buffered Allocation Growth ETF shares in Q1 2022, an estimated $1.01M.
  • WealthSource Partners first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2021 and held it in 1 quarter.
  • WealthSource Partners's FT Vest Buffered Allocation Growth ETF position peaked at $1.01M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.