FT Vest Laddered Moderate Buffer ETF $BUFZ Stake Boosted by Rise Advisors LLC

Rise Advisors LLC increased its stake in FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) by 87.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 656,390 shares of the company’s stock after purchasing an additional 306,580 shares during the quarter. FT Vest Laddered Moderate Buffer ETF makes up 6.2% of Rise Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Rise Advisors LLC’s holdings in FT Vest Laddered Moderate Buffer ETF were worth $17,414,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased its stake in FT Vest Laddered Moderate Buffer ETF by 2,370.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 116,508 shares of the company’s stock worth $3,018,000 after purchasing an additional 111,791 shares in the last quarter. GoalVest Advisory LLC increased its stake in FT Vest Laddered Moderate Buffer ETF by 20.2% in the 4th quarter. GoalVest Advisory LLC now owns 22,282 shares of the company’s stock worth $591,000 after purchasing an additional 3,746 shares in the last quarter. Sunbelt Securities Inc. increased its stake in FT Vest Laddered Moderate Buffer ETF by 16.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 68,919 shares of the company’s stock worth $1,785,000 after purchasing an additional 9,605 shares in the last quarter. Finally, FSB Premier Wealth Management Inc. increased its stake in FT Vest Laddered Moderate Buffer ETF by 4.0% in the 2nd quarter. FSB Premier Wealth Management Inc. now owns 34,753 shares of the company’s stock worth $866,000 after purchasing an additional 1,329 shares in the last quarter.

FT Vest Laddered Moderate Buffer ETF Price Performance

BATS:BUFZ opened at $27.69 on Wednesday. FT Vest Laddered Moderate Buffer ETF has a fifty-two week low of $24.38 and a fifty-two week high of $28.23. The stock’s 50-day moving average is $27.33 and its two-hundred day moving average is $26.80. The stock has a market cap of $575.95 million, a PE ratio of 24.79 and a beta of 0.40.

FT Vest Laddered Moderate Buffer ETF Company Profile

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.