Trilogy Capital Inc. Takes Position in FT Vest Laddered Moderate Buffer ETF $BUFZ

Trilogy Capital Inc. purchased a new position in FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) during the second quarter, HoldingsChannel.com reports. The fund purchased 20,166 shares of the company’s stock, valued at approximately $563,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in BUFZ. Kestra Advisory Services LLC increased its position in FT Vest Laddered Moderate Buffer ETF by 2.6% during the 1st quarter. Kestra Advisory Services LLC now owns 1,087,398 shares of the company’s stock valued at $28,566,000 after buying an additional 27,696 shares in the last quarter. Cetera Investment Advisers raised its stake in FT Vest Laddered Moderate Buffer ETF by 21.9% during the first quarter. Cetera Investment Advisers now owns 1,008,923 shares of the company’s stock valued at $26,504,000 after buying an additional 181,228 shares during the last quarter. Rise Advisors LLC boosted its holdings in FT Vest Laddered Moderate Buffer ETF by 87.6% in the fourth quarter. Rise Advisors LLC now owns 656,390 shares of the company’s stock worth $17,414,000 after acquiring an additional 306,580 shares in the last quarter. Richmond Investment Services LLC boosted its holdings in FT Vest Laddered Moderate Buffer ETF by 9.1% in the first quarter. Richmond Investment Services LLC now owns 304,966 shares of the company’s stock worth $8,011,000 after acquiring an additional 25,378 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in FT Vest Laddered Moderate Buffer ETF by 2,370.0% in the third quarter. JPMorgan Chase & Co. now owns 116,508 shares of the company’s stock worth $3,018,000 after acquiring an additional 111,791 shares in the last quarter.

FT Vest Laddered Moderate Buffer ETF Trading Up 0.6%

BATS BUFZ opened at $28.37 on Wednesday. FT Vest Laddered Moderate Buffer ETF has a 12 month low of $25.18 and a 12 month high of $28.38. The stock’s fifty day moving average price is $27.90 and its 200-day moving average price is $27.22. The stock has a market cap of $590.10 million, a P/E ratio of 24.79 and a beta of 0.40.

FT Vest Laddered Moderate Buffer ETF 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.