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FT Vest Buffered Allocation Growth ETF

52 hedge funds and large institutions have $99.6M invested in FT Vest Buffered Allocation Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

15.48% more ownership

Funds ownership: 295.63%311.11% (+15%)

4% more funds holding

Funds holding: 5052 (+2)

0% more capital invested

Capital invested by funds: $99.4M → $99.6M (+$168K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.6M +$899K +49,263 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.5M +$1.4M +76,533 +8%
CA
3
Cetera Advisors
Colorado
$7.84M -$4.13M -226,398 -33%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.49M +$1.02M +56,032 +17%
WEG
5
World Equity Group
Illinois
$6.25M +$6.76M +370,484 New
CAN
6
Cetera Advisor Networks
California
$3.72M -$320K -17,530 -7%
SF
7
Synovus Financial
Georgia
$3.46M +$1.09M +59,532 +41%
PGWM
8
Pitti Group Wealth Management
New York
$3.39M -$990K -54,234 -21%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$2.3M -$1.92M -105,273 -44%
EA
10
Ellsworth Advisors
Ohio
$2.24M -$38.5K -2,107 -2%
IA
11
IFP Advisors
Florida
$2.23M -$19.3K -1,059 -0.9%
AWM
12
AE Wealth Management
Kansas
$2.13M +$1.5K +82 +0.1%
SPC
13
Sigma Planning Corp
Michigan
$1.43M +$612K +33,534 +65%
JIP
14
Jaffetilchin Investment Partners
Florida
$1.11M +$1M +54,956 +493%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.04M -$212K -11,600 -16%
FPWM
16
FSB Premier Wealth Management
Iowa
$964K +$12.4K +679 +1%
MWM
17
Maltin Wealth Management
New Jersey
$923K -$22K -1,205 -2%
ACA
18
Aptus Capital Advisors
Alabama
$914K +$155K +8,490 +19%
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$914K +$155K +8,490 +19%
RC
20
Rovin Capital
Arizona
$884K +$374K +20,518 +64%
KAS
21
Kestra Advisory Services
Texas
$819K +$110K +6,007 +14%
Citadel Advisors
22
Citadel Advisors
Florida
$645K +$194K +10,608 +38%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$644K +$696K +38,155 New
APA
24
American Portfolios Advisors
New York
$639K +$34.9K +1,914 +5%
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$634K -$349K -19,133 -34%

BUFG Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2022, worth a combined $99.6M — up 0.17% from $99.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUFG positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was World Equity Group, opening a new position worth an estimated $6.76M. The largest seller was Cetera Advisors, cutting an estimated $4.13M.

  • 52 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2022, up from 50 in Q2 2022.
  • Funds reported $99.6M of FT Vest Buffered Allocation Growth ETF stock for Q3 2022, up 0.17% quarter-over-quarter.
  • 8 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2022 was World Equity Group, an estimated $6.76M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2022 was Cetera Advisors, an estimated $4.13M sold.

Based on aggregated 13F filings for Q3 2022.