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FT Vest Buffered Allocation Growth ETF
BUFG

70 hedge funds and large institutions have $147M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $131M → $147M (+$15.8M)

8% more funds holding

Funds holding: 65 → 70 (+5)

0.39% more ownership

Funds ownership: 82.04% → 82.43% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
28
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IGWM
ICA Group Wealth Management
Colorado
+$2.33M
2
HI
Harbour Investments
Wisconsin
+$2.18M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.68M
4
PGWM
Pitti Group Wealth Management
New York
+$1.59M
5
KWA
Kingswood Wealth Advisors
California
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
-$5.7M
2
FAIM
Financial Advocates Investment Management
Washington
-$1.19M
3
SI
Stephens Inc
Arkansas
-$1.1M
4
CA
Cetera Advisors
Colorado
-$921K
5
JIP
Jaffetilchin Investment Partners
Florida
-$823K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.25M +$917K +45,179 +329%
PCS
27
Personal CFO Solutions
New Jersey
$1.22M +$56.8K +2,800 +5%
AI
28
Atria Investments
North Carolina
$1.15M -$13.9K -686 -1%
FGG
29
Financial Guidance Group
Florida
$1.03M +$220K +10,850 +29%
FPWM
30
FSB Premier Wealth Management
Iowa
$1.03M +$1.93K +95 +0.2%
KAS
31
Kestra Advisory Services
Texas
$983K -$21K -1,032 -2%
GWM
32
Geneos Wealth Management
Colorado
$982K +$936K +46,125 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$942K +$899K +44,288 New
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$901K -$221K -10,882 -20%
JIP
35
Jaffetilchin Investment Partners
Florida
$874K -$823K -40,543 -50%
CWA
36
Centennial Wealth Advisory
Michigan
$865K +$523K +25,751 +173%
HIS
37
Harvest Investment Services
Illinois
$737K +$72.2K +3,555 +11%
OBWG
38
Onyx Bridge Wealth Group
New York
$638K -$114K -5,625 -16%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$622K +$10.9K +539 +2%
AWS
40
Atria Wealth Solutions
New York
$611K +$29.2K +1,436 +5%
SOS
41
Silver Oak Securities
Tennessee
$558K +$274K +13,474 +106%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$557K -$149K -7,343 -22%
IWM
43
Iams Wealth Management
Nebraska
$549K – – –
RC
44
Rovin Capital
Arizona
$536K -$53.4K -2,632 -9%
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$536K -$40.6K -2,001 -7%
AWM
46
Avior Wealth Management
Nebraska
$517K -$403K -19,845 -45%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$504K +$29.2K +1,436 +6%
DFA
48
DHJJ Financial Advisors
Illinois
$502K -$1.62K -80 -0.3%
CCFM
49
Clear Creek Financial Management
Washington
$502K -$20.3K -1,000 -4%
Citadel Advisors
50
Citadel Advisors
Florida
$485K +$243K +11,962 +111%
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BUFG Hedge Fund Activity: Q4 2023 in Review

70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q4 2023, worth a combined $147M — up 12% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BUFG positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was ICA Group Wealth Management, opening a new position worth an estimated $2.33M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $5.7M sold.

  • 70 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q4 2023, up from 65 in Q3 2023.
  • Funds reported $147M of FT Vest Buffered Allocation Growth ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q4 2023 was ICA Group Wealth Management, an estimated $2.33M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q4 2023 was Avidian Wealth Enterprises, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2023.