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FT Vest Buffered Allocation Growth ETF

50 hedge funds and large institutions have $99.4M invested in FT Vest Buffered Allocation Growth ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

64.47% more ownership

Funds ownership: 231.17%295.63% (+64%)

28% more funds holding

Funds holding: 3950 (+11)

14% more capital invested

Capital invested by funds: $87M → $99.4M (+$12.4M)

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
19
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.8M +$4.5M +242,069 +22%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.9M +$1.33M +71,525 +8%
CA
3
Cetera Advisors
Colorado
$12.2M +$7.11M +382,726 +124%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M +$4.24M +228,448 +228%
PGWM
5
Pitti Group Wealth Management
New York
$4.51M -$12.8K -687 -0.3%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$4.26M +$4.49M +241,465 New
CAN
7
Cetera Advisor Networks
California
$4.2M +$135K +7,255 +3%
SF
8
Synovus Financial
Georgia
$2.56M +$454K +24,453 +20%
EA
9
Ellsworth Advisors
Ohio
$2.38M +$101K +5,444 +4%
IA
10
IFP Advisors
Florida
$2.25M
AWM
11
AE Wealth Management
Kansas
$2.23M +$2.35M +126,449 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.29M -$97.8K -5,263 -7%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$1M -$18.9K -1,017 -2%
FPWM
14
FSB Premier Wealth Management
Iowa
$997K +$9.46K +509 +0.9%
MWM
15
Maltin Wealth Management
New Jersey
$987K +$1.04M +55,904 New
SPC
16
Sigma Planning Corp
Michigan
$909K +$625K +33,668 +189%
ACA
17
Aptus Capital Advisors
Alabama
$806K +$244K +13,151 +40%
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$806K +$244K +13,151 +40%
NA
19
NewEdge Advisors
Louisiana
$801K +$217K +11,696 +35%
KAS
20
Kestra Advisory Services
Texas
$751K +$261K +14,045 +49%
SAM
21
Strategic Asset Management
Minnesota
$662K -$26K -1,400 -4%
CCFM
22
Clear Creek Financial Management
Washington
$645K -$31.6K -1,700 -4%
APA
23
American Portfolios Advisors
New York
$634K -$163K -8,766 -20%
DFA
24
DHJJ Financial Advisors
Illinois
$634K +$110K +5,895 +20%
HIS
25
Harvest Investment Services
Illinois
$632K -$108K -5,797 -14%

BUFG Hedge Fund Activity: Q2 2022 in Review

50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q2 2022, worth a combined $99.4M — up 14% from $87M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFG positions and 4 closed out — a net gain of 11 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $7.11M. The largest seller was Atria Investments, exiting entirely with an estimated $4.07M sold.

  • 50 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q2 2022, up from 39 in Q1 2022.
  • Funds reported $99.4M of FT Vest Buffered Allocation Growth ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 15 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q2 2022 and 4 closed out, a net change of +11 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q2 2022 was Cetera Advisors, an estimated $7.11M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q2 2022 was Atria Investments, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2022.