Forge Financial Services LLC Purchases 227,600 Shares of FT Vest Laddered Moderate Buffer ETF $BUFZ

Forge Financial Services LLC lifted its position in FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) by 5.3% in the 3rd quarter, Holdings Channel reports. The fund owned 4,484,425 shares of the company’s stock after buying an additional 227,600 shares during the period. FT Vest Laddered Moderate Buffer ETF makes up approximately 10.9% of Forge Financial Services LLC’s investment portfolio, making the stock its 5th biggest holding. Forge Financial Services LLC owned 0.22% of FT Vest Laddered Moderate Buffer ETF worth $127,851,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BUFZ. Noble Wealth Management PBC acquired a new position in FT Vest Laddered Moderate Buffer ETF in the 2nd quarter worth approximately $42,000. Royal Bank of Canada raised its stake in FT Vest Laddered Moderate Buffer ETF by 28.1% during the 1st quarter. Royal Bank of Canada now owns 4,453 shares of the company’s stock valued at $117,000 after purchasing an additional 977 shares during the period. Ashton Thomas Securities LLC acquired a new stake in FT Vest Laddered Moderate Buffer ETF during the 3rd quarter valued at $194,000. Optivise Advisory Services LLC acquired a new stake in FT Vest Laddered Moderate Buffer ETF during the 3rd quarter valued at $258,000. Finally, Commonwealth Financial Services LLC purchased a new stake in shares of FT Vest Laddered Moderate Buffer ETF in the third quarter valued at $270,000.

FT Vest Laddered Moderate Buffer ETF Stock Down 0.1%

Shares of BUFZ traded down $0.04 during mid-day trading on Friday, reaching $28.57. The company’s stock had a trading volume of 88,123 shares, compared to its average volume of 159,171. The business has a fifty day moving average of $28.59 and a 200 day moving average of $27.72. The company 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.