Diversify Wealth Management LLC Acquires New Shares in FT Vest Laddered Moderate Buffer ETF $BUFZ

Diversify Wealth Management LLC bought a new stake in FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 84,094 shares of the company’s stock, valued at approximately $2,297,000. Diversify Wealth Management LLC owned approximately 0.40% of FT Vest Laddered Moderate Buffer ETF at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Silver Oak Securities Incorporated purchased a new stake in shares of FT Vest Laddered Moderate Buffer ETF during the 1st quarter worth about $249,000. Arbor Trust Wealth Advisors LLC bought a new stake in shares of FT Vest Laddered Moderate Buffer ETF in the 1st quarter valued at approximately $261,000. Arkadios Wealth Advisors bought a new stake in shares of FT Vest Laddered Moderate Buffer ETF in the 4th quarter valued at approximately $263,000. Advisory Services Network LLC increased its holdings in FT Vest Laddered Moderate Buffer ETF by 22.7% in the fourth quarter. Advisory Services Network LLC now owns 13,426 shares of the company’s stock worth $356,000 after buying an additional 2,486 shares during the last quarter. Finally, Koshinski Asset Management Inc. increased its holdings in FT Vest Laddered Moderate Buffer ETF by 12.9% in the first quarter. Koshinski Asset Management Inc. now owns 17,207 shares of the company’s stock worth $452,000 after buying an additional 1,967 shares during the last quarter.

FT Vest Laddered Moderate Buffer ETF Stock Performance

Shares of BUFZ opened at $27.96 on Tuesday. The firm has a market cap of $581.57 million, a PE ratio of 24.79 and a beta of 0.40. The firm’s 50 day moving average price is $27.78 and its 200 day moving average price is $27.06. FT Vest Laddered Moderate Buffer ETF has a twelve month low of $24.93 and a twelve month high of $28.23.

About FT Vest Laddered Moderate Buffer ETF

The FT Vest Laddered Moderate Buffer ETF (BUFZ) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund-of-funds that invests in an equal-weighted portfolio of First Trusts twelve-monthly Equity Moderate Buffer ETFs. The underlying ETFs target specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust (ticker: SPY). BUFZ was launched on Oct 25, 2023 and is issued by First Trust.