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FT Vest Fund of Deep Buffer ETFs

116 hedge funds and large institutions have $719M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+18
Holders Change %
+18.37%
% of All Funds
1.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
26
Increased
42
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
26
Andina Capital Management
Utah
$6.13M +$6.13M +269,960 New
HI
27
Harbour Investments
Wisconsin
$5.38M +$439K +19,333 +9%
CW
28
CreativeOne Wealth
Kansas
$5.05M +$1.85M +81,518 +58%
SWP
29
Stratos Wealth Partners
Ohio
$4.93M +$3.1M +136,359 +169%
AWS
30
Atria Wealth Solutions
New York
$4.21M +$127K +5,598 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.21M +$1.28M +56,269 +44%
ASN
32
Advisory Services Network
Georgia
$3.67M -$12.6K -557 -0.3%
MFS
33
Madrona Financial Services
Washington
$3.54M -$302K -13,295 -8%
CAN
34
Cetera Advisor Networks
California
$3.24M -$747K -32,921 -19%
Mariner
35
Mariner
Kansas
$3.23M +$2.17M +95,580 +205%
MW
36
Maia Wealth
Colorado
$2.86M +$2.86M +126,090 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$2.82M +$366K +16,119 +15%
CCFM
38
Clear Creek Financial Management
Washington
$2.7M -$86.4K -3,807 -3%
FIA
39
Foundations Investment Advisors
Arizona
$2.34M -$142K -6,150 -6%
CF
40
Centaurus Financial
California
$2.18M -$44.6K -1,964 -2%
KWM
41
Kingsview Wealth Management
Oregon
$1.97M +$78.4K +3,455 +4%
OIA
42
OneDigital Investment Advisors
Kansas
$1.9M +$139K +6,122 +8%
AWM
43
Apollon Wealth Management
South Carolina
$1.87M -$189K -8,337 -9%
AWA
44
Arkadios Wealth Advisors
Georgia
$1.79M +$191K +8,425 +12%
SFS
45
Sowell Financial Services
Arkansas
$1.68M -$5.72M -251,946 -77%
BCM
46
Brookstone Capital Management
Illinois
$1.67M -$157K -6,921 -9%
SF
47
Synovus Financial
Georgia
$1.6M +$772K +33,995 +93%
FHC
48
First Heartland Consultants
Missouri
$1.49M -$90K -3,962 -6%
AAS
49
Avantax Advisory Services
Texas
$1.45M -$41.5K -1,828 -3%
SB
50
Strategic Blueprint
Georgia
$1.31M +$22.2K +980 +2%