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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
FNWA
51
Financial Network Wealth Advisors
Utah
$383K +$366K +18,004 New
TC
52
TownSquare Capital
Utah
$383K +$3.69K +182 +1%
RIA
53
Regal Investment Advisors
Michigan
$382K -$20.3K -1,000 -5%
TWM
54
Tradition Wealth Management
Minnesota
$362K +$105K +5,159 +44%
KWM
55
KFG Wealth Management
Indiana
$286K – – –
AT
56
American Trust
Kentucky
$276K +$264K +12,989 New
SFS
57
Sowell Financial Services
Arkansas
$264K -$43.7K -2,153 -15%
BCM
58
Brookstone Capital Management
Illinois
$261K +$28.2K +1,390 +13%
CF
59
Centaurus Financial
California
$250K -$4.24K -209 -2%
HAS
60
HBW Advisory Services
California
$247K -$2.23K -110 -0.9%
SPC
61
Sigma Planning Corp
Michigan
$211K -$606K -29,852 -75%
MFG
62
Merit Financial Group
Georgia
$209K +$199K +9,808 New
NA
63
NewEdge Advisors
Louisiana
$106K -$116K -5,715 -53%
KFS
64
Kelly Financial Services
Massachusetts
$96.4K -$2.29K -113 -2%
CFGS
65
Concourse Financial Group Securities
Alabama
$87K – – –
RFG
66
REAP Financial Group
Texas
$54.1K +$51.6K +2,543 New
IA
67
IFP Advisors
Florida
$48.3K -$98.5K -4,851 -68%
UBS Group
68
UBS Group
Switzerland
$25.6K +$690 +34 +3%
CPA
69
Clear Point Advisors
New York
$2.13K +$2.03K +100 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1K +$1.08K +53 New
AWE
71
Avidian Wealth Enterprises
Texas
– -$5.7M -289,645 Closed
FAIM
72
Financial Advocates Investment Management
Washington
– -$1.19M -60,302 Closed
AAS
73
Ameritas Advisory Services
Nebraska
– -$497K -25,081 Closed
WS
74
Wedbush Securities
California
– -$239K -12,162 Closed
PCA
75
Pallas Capital Advisors
Massachusetts
– -$228K -11,794 Closed
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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.