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FT Vest Fund of Deep Buffer ETFs
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Overview Fund Activity

88 hedge funds and large institutions have $425M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
35
Reduced
31
Closed
11
Calls
–
Puts
$1.52M
Net Calls
-$1.52M
Net Calls Change
-$1.52M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$69.1M
3
Truist Financial
3
Truist Financial
North Carolina
$14.4M
4
SHFP
4
Second Half Financial Partners
Florida
$3.84M
5
SFS
5
Sowell Financial Services
Arkansas
$7.04M

Top Sellers

1
IA
1
IFP Advisors
Florida
$517K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$10.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.6M
4
AAS
4
Ameritas Advisory Services
Nebraska
$218K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.36M +$248K +11,518 +8%
AWS
27
Atria Wealth Solutions
New York
$3.25M +$645K +29,949 +25%
CCFM
28
Clear Creek Financial Management
Washington
$2.58M +$2.09M +96,905 +425%
FIA
29
Foundations Investment Advisors
Arizona
$2.56M -$355K -16,499 -12%
NFG
30
Nations Financial Group
Iowa
$2.52M +$18.9K +878 +0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.26M +$102K +4,715 +5%
AWM
32
Apollon Wealth Management
South Carolina
$2.02M +$2.02M +93,645 New
AWA
33
Arkadios Wealth Advisors
Georgia
$2.01M -$466K -21,647 -19%
BCM
34
Brookstone Capital Management
Illinois
$1.89M -$6.26K -292 -0.3%
CF
35
Centaurus Financial
California
$1.75M +$460K +21,351 +36%
OIA
36
OneDigital Investment Advisors
Kansas
$1.72M +$76.9K +3,569 +5%
KWM
37
Kingsview Wealth Management
Oregon
$1.63M +$62.4K +2,896 +4%
FHC
38
First Heartland Consultants
Missouri
$1.37M -$797 -37 -0.1%
AAS
39
Avantax Advisory Services
Texas
$1.26M -$68.8K -3,194 -5%
SB
40
Strategic Blueprint
Georgia
$1.13M +$84.1K +3,903 +8%
IAIM
41
International Assets Investment Management
Florida
$1.03M +$1.03M +32,421 New
WWM
42
Western Wealth Management
Colorado
$917K -$3.55K -165 -0.4%
TA
43
TFB Advisors
Kansas
$905K +$905K +42,029 New
CA
44
Claro Advisors
Massachusetts
$904K +$11.7K +541 +1%
NA
45
NewEdge Advisors
Louisiana
$804K -$134K -6,215 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$778K +$778K +36,135 New
CFGS
47
Concourse Financial Group Securities
Alabama
$747K +$578K +26,857 +344%
SCA
48
Snowden Capital Advisors
New York
$665K -$10.8K -500 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$660K -$71.3K -3,310 -10%
EC
50
EdgeRock Capital
Colorado
$604K -$77.5K -3,596 -11%
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