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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 %
PCA
101
Pallas Capital Advisors
Massachusetts
$279K -$37.2K -1,578 -12%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$276K +$20.8K +880 +8%
AWAP
103
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$272K
RIA
104
Regal Investment Advisors
Michigan
$268K
NEWAS
105
N.E.W. Advisory Services
Wisconsin
$253K -$275K -11,678 -52%
HF
106
HRT Financial
New York
$243K +$243K +10,325 New
DFA
107
DHJJ Financial Advisors
Illinois
$236K -$11.6K -490 -5%
EWM
108
EPG Wealth Management
Georgia
$236K
QCIG
109
Quad-Cities Investment Group
Iowa
$223K +$223K +9,443 New
ACP
110
Aveo Capital Partners
Colorado
$217K +$217K +9,172 New
TPWA
111
Twin Peaks Wealth Advisors
California
$213K
CIG
112
Cascade Investment Group
Colorado
$201K +$201K +8,531 New
PTC
113
Private Trust Company
Ohio
$140K -$10.5K -446 -7%
AWM
114
Avior Wealth Management
Nebraska
$84.2K
KFS
115
Kelly Financial Services
Massachusetts
$78.6K -$7.01K -297 -8%
IGWM
116
ICA Group Wealth Management
Colorado
$61.3K +$61.3K +2,600 New
AssetMark Inc
117
AssetMark Inc
California
$50.6K +$35.8K +1,517 +241%
SPIA
118
Steward Partners Investment Advisory
New York
$47.2K
CFD
119
Creative Financial Designs
Indiana
$33.9K
LFG
120
Larson Financial Group
Missouri
$28.8K
AF
121
Allworth Financial
California
$27.7K +$27.7K +1,173 New
ACA
122
Aptus Capital Advisors
Alabama
$27.1K +$7.08K +300 +35%
Morgan Stanley
123
Morgan Stanley
New York
$25.5K -$25.5K -1,080 -50%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$5.54K
CPA
125
Clear Point Advisors
New York
$2.36K