FT Vest Laddered Moderate Buffer ETF $BUFZ Stock: Forge Financial Services LLC Increases Holdings

Forge Financial Services LLC lifted its stake in shares of FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) by 5.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,484,425 shares of the company’s stock after acquiring an additional 227,600 shares during the quarter. FT Vest Laddered Moderate Buffer ETF accounts for 10.9% of Forge Financial Services LLC’s portfolio, making the stock its 5th largest holding. Forge Financial Services LLC owned 21.56% of FT Vest Laddered Moderate Buffer ETF worth $127,851,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the stock. Coppell Advisory Solutions LLC acquired a new stake in shares of FT Vest Laddered Moderate Buffer ETF during the second quarter worth $357,000. Kestra Advisory Services LLC lifted its holdings in shares of FT Vest Laddered Moderate Buffer ETF by 10.8% during the third quarter. Kestra Advisory Services LLC now owns 1,204,116 shares of the company’s stock valued at $34,363,000 after purchasing an additional 117,724 shares during the last quarter. Cetera Investment Advisers lifted its holdings in shares of 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 purchasing an additional 181,228 shares during the last quarter. Jacobi Capital Management LLC lifted its holdings in shares of FT Vest Laddered Moderate Buffer ETF by 1.7% during the third quarter. Jacobi Capital Management LLC now owns 960,297 shares of the company’s stock valued at $27,405,000 after purchasing an additional 16,453 shares during the last quarter. Finally, Commonwealth Equity Services LLC acquired a new position in shares of FT Vest Laddered Moderate Buffer ETF in the 3rd quarter valued at $25,236,000.

FT Vest Laddered Moderate Buffer ETF Stock Performance

Shares of BATS:BUFZ traded down $0.04 during midday trading on Friday, reaching $28.57. The company had a trading volume of 88,123 shares, compared to its average volume of 159,171. The company has a fifty day simple moving average of $28.59 and a two-hundred day simple moving average of $27.72. The firm has a market cap of $594.26 million, a price-to-earnings ratio of 24.79 and a beta of 0.40. FT Vest Laddered Moderate Buffer ETF has a 1-year low of $25.74 and a 1-year high of $29.37.

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.