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FT Vest Fund of Deep Buffer ETFs

127 hedge funds and large institutions have $670M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
1.84%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
23
Increased
49
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
51
Strategic Blueprint
Georgia
$1.32M -$37.4K -1,584 -3%
SFS
52
Sowell Financial Services
Arkansas
$1.3M -$438K -18,558 -25%
GIA
53
Gladstone Institutional Advisory
Florida
$1.18M +$1.18M +50,037 New
IWM
54
Iams Wealth Management
Nebraska
$1.05M -$225K -9,662 -18%
CIA
55
Concurrent Investment Advisors
Florida
$1.02M +$256K +10,854 +33%
TA
56
TFB Advisors
Kansas
$996K +$99.2K +4,243 +11%
FSG
57
Financial Strategies Group
Michigan
$963K -$7.54K -319 -0.8%
FHC
58
First Heartland Consultants
Missouri
$948K -$603K -25,576 -39%
SPC
59
Sigma Planning Corp
Michigan
$932K +$681K +28,861 +271%
Legacy Financial Group (Iowa)
60
Legacy Financial Group (Iowa)
Iowa
$930K +$930K +39,404 New
DFA
61
Davies Financial Advisors
California
$916K +$916K +38,845 New
AWM
62
Apollon Wealth Management
South Carolina
$867K -$1.08M -45,640 -55%
CP
63
Castleview Partners
Texas
$866K +$86.8K +3,681 +11%
MA
64
Mutual Advisors
Nebraska
$855K +$99.6K +4,222 +13%
DAS
65
Dynamic Advisor Solutions
Arizona
$785K +$84K +3,562 +12%
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$780K -$222K -9,429 -22%
AAS
67
Ameritas Advisory Services
Nebraska
$716K +$716K +30,379 New
LMKC
68
L.M. Kohn & Company
Ohio
$682K +$682K +28,918 New
NS
69
NBC Securities
Alabama
$671K +$109K +4,638 +19%
EC
70
EdgeRock Capital
Colorado
$661K
CAL
71
Capital Analysts LLC
Pennsylvania
$661K
CFG
72
Cooper Financial Group
California
$650K +$2.38K +101 +0.4%
EH
73
Equitable Holdings
New York
$602K +$602K +25,538 New
LSA
74
Lion Street Advisors
Texas
$585K
CA
75
Claro Advisors
Massachusetts
$573K +$3.54K +150 +0.6%