Holos Integrated Wealth LLC Takes $20.25 Million Position in FT Vest Laddered Buffer ETF $BUFR

Holos Integrated Wealth LLC bought a new position in shares of FT Vest Laddered Buffer ETF (BATS:BUFR) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 590,320 shares of the company’s stock, valued at approximately $20,248,000. FT Vest Laddered Buffer ETF makes up about 11.3% of Holos Integrated Wealth LLC’s portfolio, making the stock its largest position. Holos Integrated Wealth LLC owned approximately 0.27% of FT Vest Laddered Buffer ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. EverSource Wealth Advisors LLC lifted its position in FT Vest Laddered Buffer ETF by 0.8% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 37,175 shares of the company’s stock valued at $1,242,000 after acquiring an additional 310 shares in the last quarter. FSB Premier Wealth Management Inc. increased its holdings in FT Vest Laddered Buffer ETF by 1.6% during the 2nd quarter. FSB Premier Wealth Management Inc. now owns 27,834 shares of the company’s stock worth $885,000 after purchasing an additional 446 shares in the last quarter. Pinnacle Bancorp Inc. increased its holdings in FT Vest Laddered Buffer ETF by 13.7% during the 3rd quarter. Pinnacle Bancorp Inc. now owns 4,478 shares of the company’s stock worth $150,000 after purchasing an additional 538 shares in the last quarter. Concentrum Wealth Management raised its stake in shares of FT Vest Laddered Buffer ETF by 2.6% in the third quarter. Concentrum Wealth Management now owns 25,572 shares of the company’s stock worth $855,000 after purchasing an additional 637 shares during the last quarter. Finally, Lake Street Private Wealth LLC raised its stake in shares of FT Vest Laddered Buffer ETF by 5.0% in the third quarter. Lake Street Private Wealth LLC now owns 17,381 shares of the company’s stock worth $581,000 after purchasing an additional 822 shares during the last quarter.

FT Vest Laddered Buffer ETF Stock Down 0.1%

BUFR stock opened at $33.91 on Friday. The firm has a market capitalization of $7.32 billion, a PE ratio of 24.43 and a beta of 0.61. FT Vest Laddered Buffer ETF has a twelve month low of $26.79 and a twelve month high of $34.76. The stock’s 50 day moving average is $34.45 and its 200-day moving average is $33.94.

FT Vest Laddered Buffer ETF Company 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.