Geneos Wealth Management Inc. Has $7.70 Million Stock Position in FT Vest Laddered Small Cap Moderate Buffer ETF $BUFS

Geneos Wealth Management Inc. lessened its holdings in shares of FT Vest Laddered Small Cap Moderate Buffer ETF (BATS:BUFS) by 19.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 333,864 shares of the company’s stock after selling 80,241 shares during the quarter. Geneos Wealth Management Inc. owned approximately 0.08% of FT Vest Laddered Small Cap Moderate Buffer ETF worth $7,699,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brookstone Capital Management acquired a new position in shares of FT Vest Laddered Small Cap Moderate Buffer ETF during the 1st quarter worth approximately $362,000. Advisory Services Network LLC boosted its position in FT Vest Laddered Small Cap Moderate Buffer ETF by 15.4% during the fourth quarter. Advisory Services Network LLC now owns 23,012 shares of the company’s stock worth $526,000 after purchasing an additional 3,074 shares during the period. Kestra Advisory Services LLC boosted its position in FT Vest Laddered Small Cap Moderate Buffer ETF by 161.6% during the first quarter. Kestra Advisory Services LLC now owns 39,969 shares of the company’s stock worth $922,000 after purchasing an additional 24,689 shares during the period. Sanctuary Advisors LLC increased its holdings in shares of FT Vest Laddered Small Cap Moderate Buffer ETF by 2.5% in the first quarter. Sanctuary Advisors LLC now owns 67,073 shares of the company’s stock valued at $1,547,000 after purchasing an additional 1,633 shares during the last quarter. Finally, Centennial Wealth Advisory LLC increased its holdings in shares of FT Vest Laddered Small Cap Moderate Buffer ETF by 5.5% in the first quarter. Centennial Wealth Advisory LLC now owns 408,205 shares of the company’s stock valued at $9,413,000 after purchasing an additional 21,250 shares during the last quarter.

FT Vest Laddered Small Cap Moderate Buffer ETF Stock Performance

Shares of BUFS opened at $25.10 on Friday. FT Vest Laddered Small Cap Moderate Buffer ETF has a 52 week low of $20.88 and a 52 week high of $25.61. The firm’s 50-day simple moving average is $24.73 and its 200 day simple moving average is $23.90.

FT Vest Laddered Small Cap Moderate Buffer ETF Profile

The FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed fund-of-funds that invests in an equal-weighted, laddered portfolio of four FT Vest US Small Cap Moderate Buffer ETFs. The fund targets specific buffered losses and capped gains on the iShares Russell 2000 ETF (IWM) BUFS was launched on May 29, 2024 and is issued by First Trust.