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FT Vest Buffered Allocation Growth ETF
BUFG

84 hedge funds and large institutions have $198M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 83 → 84 (+1)

4% more capital invested

Capital invested by funds: $191M → $198M (+$7.39M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.66% less ownership

Funds ownership: 79.34% → 77.68% (-1.7%)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
43
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.07M
2
LPL Financial
LPL Financial
California
+$1.88M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.44M
4
CWA
Centennial Wealth Advisory
Michigan
+$1.42M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.2M

Top Sellers

1
PGWM
Pitti Group Wealth Management
New York
-$4.06M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
4
PCS
Personal CFO Solutions
New Jersey
-$2.05M
5
AI
Atria Investments
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.48M -$1.47K -60 -0.1%
KWA
27
Kingswood Wealth Advisors
California
$1.46M +$50.9K +2,080 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.37M +$762K +31,129 +126%
FPWM
29
FSB Premier Wealth Management
Iowa
$1.36M +$31.9K +1,305 +2%
KAS
30
Kestra Advisory Services
Texas
$1.32M +$15.3K +626 +1%
PGWM
31
Pitti Group Wealth Management
New York
$1.29M -$4.06M -166,004 -76%
AWA
32
Authentikos Wealth Advisory
California
$1.22M -$61.3K -2,504 -5%
RIA
33
Regal Investment Advisors
Michigan
$1.11M +$207K +8,450 +23%
CA
34
CoreCap Advisors
Michigan
$1.11M +$34.8K +1,422 +3%
TWM
35
Tradition Wealth Management
Minnesota
$1.05M +$442K +18,083 +73%
SOS
36
Silver Oak Securities
Tennessee
$1.02M +$145K +5,910 +17%
HIS
37
Harvest Investment Services
Illinois
$996K +$103K +4,197 +12%
NG
38
Novem Group
New York
$982K +$980K +40,064 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$912K +$158K +6,447 +21%
TC
40
TownSquare Capital
Utah
$864K -$16.9K -690 -2%
JIP
41
Jaffetilchin Investment Partners
Florida
$824K – – –
FGG
42
Financial Guidance Group
Florida
$805K -$37.9K -1,550 -5%
OBWG
43
Onyx Bridge Wealth Group
New York
$755K +$68.8K +2,810 +10%
AWS
44
Atria Wealth Solutions
New York
$734K +$17.1K +700 +2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$726K -$2.37M -97,041 -77%
HI
46
Harbour Investments
Wisconsin
$690K -$7.34K -300 -1%
IWM
47
Iams Wealth Management
Nebraska
$632K – – –
GWP
48
Gateway Wealth Partners
Wisconsin
$630K -$50.5K -2,065 -7%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$610K +$17.1K +700 +3%
Mariner
50
Mariner
Kansas
$596K +$181K +7,415 +44%
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BUFG Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q4 2024, worth a combined $198M — up 3.9% from $191M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFG positions and 5 closed out — a net gain of 1 holder — while 43 added to existing stakes and 22 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $2.07M. The largest seller was Pitti Group Wealth Management, cutting an estimated $4.06M.

  • 84 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $198M of FT Vest Buffered Allocation Growth ETF stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $2.07M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q4 2024 was Pitti Group Wealth Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2024.