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FT Vest Fund of Deep Buffer ETFs

135 hedge funds and large institutions have $741M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
1.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
20
Increased
52
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
101
Echo Wealth Management
Minnesota
$309K 12,726 +457 +4%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$285K 11,712
AWAP
103
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$281K 11,550
SA
104
Sanctuary Advisors
Indiana
$279K 11,850 +11,850 New
RIA
105
Regal Investment Advisors
Michigan
$276K 11,349
PCA
106
Pallas Capital Advisors
Massachusetts
$264K 10,806 -1,017 -9%
CCFM
107
Clear Creek Financial Management
Washington
$258K 10,600 -1,900 -15%
BCI
108
Brinker Capital Investments
Pennsylvania
$244K 10,042 +10,042 New
OPS
109
Orion Portfolio Solutions
Nebraska
$244K 10,042 +10,042 New
EWM
110
EPG Wealth Management
Georgia
-10,000 Closed
DFA
111
DHJJ Financial Advisors
Illinois
$237K 9,765 -240 -2%
MAG
112
Mayfair Advisory Group
Alabama
$228K 9,300 +9,300 New
HAS
113
HBW Advisory Services
California
$227K 9,327 +9,327 New
PWM
114
Perigon Wealth Management
California
$227K 9,316 +9,316 New
TPWA
115
Twin Peaks Wealth Advisors
California
$220K 9,046
CIG
116
Cascade Investment Group
Colorado
$204K 8,401 -130 -2%
IAP
117
Indie Asset Partners
Indiana
$201K 8,250 +8,250 New
PTC
118
Private Trust Company
Ohio
$144K 5,938
AWM
119
Avior Wealth Management
Nebraska
$137K 5,629 +2,060 +58%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$111K 4,580 +4,580 New
KFS
121
Kelly Financial Services
Massachusetts
$81K 3,330
ATPW
122
Ashton Thomas Private Wealth
Arizona
$76.3K 3,136 +3,136 New
SPIA
123
Steward Partners Investment Advisory
New York
$48.6K 2,000
AssetMark Inc
124
AssetMark Inc
California
$44.2K 1,818 -328 -15%
CFD
125
Creative Financial Designs
Indiana
$34.9K 1,435