Golden State Wealth Management LLC Increases Position in FT Vest Laddered Buffer ETF (BATS:BUFR)

Golden State Wealth Management LLC increased its stake in FT Vest Laddered Buffer ETF (BATS:BUFR) by 20.3% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 220,207 shares of the company’s stock after acquiring an additional 37,233 shares during the period. FT Vest Laddered Buffer ETF comprises approximately 1.0% of Golden State Wealth Management LLC’s portfolio, making the stock its 21st largest position. Golden State Wealth Management LLC owned about 0.10% of FT Vest Laddered Buffer ETF worth $6,538,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mascagni Wealth Management Inc. lifted its stake in FT Vest Laddered Buffer ETF by 1.6% in the first quarter. Mascagni Wealth Management Inc. now owns 43,479 shares of the company’s stock worth $1,325,000 after purchasing an additional 703 shares during the last quarter. Blue Bell Private Wealth Management LLC raised its stake in shares of FT Vest Laddered Buffer ETF by 1.8% during the fourth 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. JPMorgan Chase & Co. raised its stake in shares of FT Vest Laddered Buffer ETF by 6.3% during the fourth quarter. JPMorgan Chase & Co. now owns 21,975 shares of the company’s stock valued at $670,000 after acquiring an additional 1,300 shares during the last quarter. Noble Wealth Management PBC raised its stake in shares of FT Vest Laddered Buffer ETF by 1.8% during the first quarter. Noble Wealth Management PBC now owns 115,479 shares of the company’s stock valued at $3,429,000 after acquiring an additional 2,071 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of FT Vest Laddered Buffer ETF by 8.9% during the fourth quarter. EverSource Wealth Advisors LLC now owns 33,915 shares of the company’s stock valued at $1,033,000 after acquiring an additional 2,785 shares during the last quarter.

FT Vest Laddered Buffer ETF Trading Up 4.9%

Shares of BATS:BUFR opened at $32.03 on Friday. The company has a market cap of $6.92 billion, a price-to-earnings ratio of 24.43 and a beta of 0.61. The company has a 50-day moving average price of $30.73 and a 200-day moving average price of $30.36. FT Vest Laddered Buffer ETF has a 12 month low of $26.79 and a 12 month high of $32.06.

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.