Number of Shares
192,746.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
3.49%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
24.19%

HFG Wealth Management, LLC's FT Vest Laddered Buffer ETF Holding Summary

As of 2025-06-30, HFG Wealth Management, LLC held 192,746.00 shares of FT Vest Laddered Buffer ETF(BUFR), totaling $5.72 Mil. This investment constitutes 3.49% of their stock portfolio, and HFG Wealth Management, LLC now holds 0.09% of the outstanding FT Vest Laddered Buffer ETF(BUFR) stock.

The initial trade took place in 2023Q4. And since then HFG Wealth Management, LLC has made 2 purchases of BUFR, at an average price of $25.56, for a total of 220,713.00 shares. In addition, there have been 4 sales at an average price of $29.90 for 27,967.00 shares. Based on historical transaction data and BUFR's current price of $32.02, HFG Wealth Management, LLC's estimated gain on his BUFR holdings is $1.36 Mil, reflecting a 24.19% gain to date.

HFG Wealth Management, LLC BUFR ($32.02) Holding Chart

HFG Wealth Management, LLC BUFR ($32.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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