EverSource Wealth Advisors LLC grew its stake in FT Vest Laddered Buffer ETF (BATS:BUFR – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,915 shares of the company’s stock after acquiring an additional 2,785 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in FT Vest Laddered Buffer ETF were worth $1,033,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Blue Bell Private Wealth Management LLC increased its stake in shares of FT Vest Laddered Buffer ETF by 1.8% in the 4th quarter. Blue Bell Private Wealth Management LLC now owns 48,288 shares of the company’s stock valued at $1,471,000 after acquiring an additional 874 shares during the last quarter. Synergy Investment Management LLC acquired a new position in shares of FT Vest Laddered Buffer ETF in the 4th quarter valued at approximately $287,000. Noble Wealth Management PBC acquired a new position in shares of FT Vest Laddered Buffer ETF in the 4th quarter valued at approximately $3,456,000. Private Trust Co. NA grew its position in shares of FT Vest Laddered Buffer ETF by 7.5% in the 4th quarter. Private Trust Co. NA now owns 69,965 shares of the company’s stock valued at $2,132,000 after purchasing an additional 4,893 shares during the period. Finally, Twin Peaks Wealth Advisors LLC grew its position in shares of FT Vest Laddered Buffer ETF by 9.5% in the 4th quarter. Twin Peaks Wealth Advisors LLC now owns 303,912 shares of the company’s stock valued at $9,260,000 after purchasing an additional 26,447 shares during the period.
FT Vest Laddered Buffer ETF Price Performance
Shares of BUFR opened at $29.32 on Friday. The company has a 50-day simple moving average of $30.75 and a 200 day simple moving average of $30.34. The firm has a market cap of $6.16 billion, a price-to-earnings ratio of 26.61 and a beta of 0.60.
FT Vest Laddered Buffer ETF Profile
The First Trust Cboe Vest Fund of Buffer ETFs (BUFR) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund-of-funds which holds a laddered portfolio of FT Cboe Vest U.S. Equity Buffer ETFs. BUFR was launched on Aug 10, 2020 and is managed by First Trust.
See Also
- Five stocks we like better than FT Vest Laddered Buffer ETF
- Asset Allocation: The Key to a Successful Portfolio. Are You Paying Attention to Yours?
- 3 Undervalued Stocks You Can Buy at a Discount Now
- Investing in the High PE Growth Stocks
- AMD Stock: Can the PC Refresh Cycle Spark a Rally?
- What Does Downgrade Mean in Investing?
- Micron Stock Spikes 7%—3 Key Catalysts Behind the Move
Receive News & Ratings for FT Vest Laddered Buffer ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for FT Vest Laddered Buffer ETF and related companies with MarketBeat.com's FREE daily email newsletter.