WealthSource Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

WealthSource Partners’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 Q4	$355K	Buy	+13,360	New	+$338K	0.02%	390

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AWM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners's BUFR Position: Q4 2023 in Review

WealthSource Partners opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q4 2023: 13,360 shares worth $355K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings.

264 funds tracked by Wall St. Rank hold BUFR as of Q4 2023.

WealthSource Partners held 13,360 shares of FT Vest Fund of Buffer ETFs worth $355K as of Q4 2023.
FT Vest Fund of Buffer ETFs was a new WealthSource Partners position in Q4 2023.
FT Vest Fund of Buffer ETFs made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #390 holding.
264 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.