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FT Vest Fund of Deep Buffer ETFs

44 hedge funds and large institutions have $142M invested in FT Vest Fund of Deep Buffer ETFs in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

192% more capital invested

Capital invested by funds: $48.5M → $142M (+$93.2M)

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

76% more funds holding

Funds holding: 2544 (+19)

24.79% more ownership

Funds ownership: 26.05%50.84% (+25%)

Holders
44
Holders Change
+19
Holders Change %
+76%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
13
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$629K +$162K +7,658 +35%
IA
27
IFP Advisors
Florida
$618K -$323K -15,304 -35%
CAL
28
Capital Analysts LLC
Pennsylvania
$606K +$600K +28,445 New
BCM
29
Brookstone Capital Management
Illinois
$586K -$107K -5,082 -16%
MCC
30
Money Concepts Capital
Florida
$424K +$420K +19,889 New
NA
31
NewEdge Advisors
Louisiana
$362K +$358K +16,970 New
DFA
32
DHJJ Financial Advisors
Illinois
$361K +$355K +16,845 New
CA
33
Cambridge Advisors
Nebraska
$307K +$303K +14,385 New
FPWM
34
FSB Premier Wealth Management
Iowa
$301K +$298K +14,126 New
SPC
35
Sigma Planning Corp
Michigan
$278K -$826K -39,172 -75%
QCIG
36
Quad-Cities Investment Group
Iowa
$234K +$232K +11,000 New
EWM
37
EPG Wealth Management
Georgia
$213K
SWP
38
Summit Wealth Partners
Florida
$200K +$198K +9,387 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$153K +$10.3K +489 +7%
SAM
40
Strategic Asset Management
Minnesota
$76K +$74.8K +3,545 New
CFGS
41
Concourse Financial Group Securities
Alabama
$45K -$43.9K -2,080 -49%
NFG
42
Next Financial Group
Texas
$43K
CP
43
Castleview Partners
Texas
$24.8K +$11.2M +528,765 New
RWML
44
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.7K
UBS Group
45
UBS Group
Switzerland
$6K +$5.65K +268 New
AWA
46
ARQ Wealth Advisors
Arizona
-$936K -45,019 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$443K -21,287 Closed
GRP
48
Global Retirement Partners
California
-$25K -1,211 Closed

BUFD Hedge Fund Activity: Q4 2021 in Review

44 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2021, worth a combined $142M — up 192% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BUFD positions and 3 closed out — a net gain of 19 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.7M. The largest seller was ARQ Wealth Advisors, exiting entirely with an estimated $936K sold.

  • 44 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2021, up from 25 in Q3 2021.
  • Funds reported $142M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2021, up 192% quarter-over-quarter.
  • 22 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2021 and 3 closed out, a net change of +19 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2021 was Osaic Holdings, an estimated $19.7M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2021 was ARQ Wealth Advisors, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2021.