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FT Vest Fund of Deep Buffer ETFs

164 hedge funds and large institutions have $936M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.18%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
29
Increased
76
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
126
Twin Peaks Wealth Advisors
California
$356K +$125K +4,899 +54%
ACM
127
Andina Capital Management
Utah
$355K -$17.2K -674 -5%
SWM
128
Sanctuary Wealth Management
Idaho
$328K
SFS
129
Symphony Financial Services
Ohio
$325K +$325K +12,725 New
AWAP
130
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$307K
IAP
131
Indie Asset Partners
Indiana
$293K +$51K +2,000 +21%
CB
132
Chris Bulman
California
$287K +$15.2K +597 +6%
AFP
133
Ausdal Financial Partners
Iowa
$277K +$18.8K +738 +7%
CCFM
134
Clear Creek Financial Management
Washington
$271K
RIA
135
Regal Investment Advisors
Michigan
$269K -$20.4K -800 -7%
HAS
136
HBW Advisory Services
California
$269K +$4.11K +161 +2%
PCG
137
Prosperity Consulting Group
Maryland
$258K +$37K +1,450 +17%
EWM
138
EPG Wealth Management
Georgia
$255K
CIG
139
Cascade Investment Group
Colorado
$251K +$12.1K +475 +5%
PTC
140
Private Trust Company
Ohio
$228K +$65.9K +2,584 +41%
PFS
141
Prospera Financial Services
Texas
$225K -$1.84K -72 -0.8%
ECG
142
Edge Capital Group
Georgia
$215K +$215K +8,421 New
IAN
143
Integrated Advisors Network
Texas
$208K +$208K +8,159 New
EFS
144
Essex Financial Services
Connecticut
$204K -$21.7K -850 -10%
DFA
145
DHJJ Financial Advisors
Illinois
$188K -$54.5K -2,135 -22%
BlackRock
146
BlackRock
New York
$99.6K +$99.6K +3,904 New
AWM
147
Avior Wealth Management
Nebraska
$98.3K +$15.1K +590 +18%
CFGS
148
Concourse Financial Group Securities
Alabama
$56.5K -$45.5K -1,755 -45%
AssetMark Inc
149
AssetMark Inc
California
$43K +$6.18K +242 +17%
CFD
150
Creative Financial Designs
Indiana
$36.6K