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FT Vest Buffered Allocation Growth ETF

57 hedge funds and large institutions have $110M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $86.3M → $110M (+$24M)

7.46% more ownership

Funds ownership: 68.93%76.39% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 6057 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
29
Closed
9
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M -$1.58M -81,545 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15M -$3.77M -194,873 -21%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$9.88M +$5.44M +281,308 +135%
AWE
4
Avidian Wealth Enterprises
Texas
$5.77M +$1.51M +77,922 +37%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.49M +$172K +8,882 +3%
CA
6
Cetera Advisors
Colorado
$4.75M -$660K -34,103 -13%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.37M -$88.1K -4,555 -2%
SF
8
Synovus Financial
Georgia
$4.15M -$13.9K -718 -0.3%
WEG
9
World Equity Group
Illinois
$3.57M +$2.95M +152,311 +624%
IWC
10
Integrated Wealth Concepts
Massachusetts
$2.93M -$25.7K -1,330 -0.9%
PGWM
11
Pitti Group Wealth Management
New York
$2.81M -$1.51M -77,998 -36%
CAN
12
Cetera Advisor Networks
California
$2.73M -$184K -9,498 -7%
AWM
13
AE Wealth Management
Kansas
$2.38M -$78.7K -4,067 -3%
AWA
14
Authentikos Wealth Advisory
California
$2.31M -$126K -6,527 -5%
EA
15
Ellsworth Advisors
Ohio
$2.26M -$29.6K -1,528 -1%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$2.25M -$3.19K -165 -0.1%
LCM
17
Lunt Capital Management
Utah
$1.83M +$1.75M +90,641 New
ACA
18
Aptus Capital Advisors
Alabama
$1.43M +$230K +11,869 +20%
JIP
19
Jaffetilchin Investment Partners
Florida
$1.25M +$60.4K +3,122 +5%
FAIM
20
Financial Advocates Investment Management
Washington
$1.16M -$658 -34 -0.1%
GWANC
21
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M -$47.7K -2,466 -4%
AI
22
Atria Investments
North Carolina
$1.13M -$18.3K -948 -2%
PCS
23
Personal CFO Solutions
New Jersey
$985K +$141K +7,290 +18%
FPWM
24
FSB Premier Wealth Management
Iowa
$969K -$192K -9,909 -17%
KAS
25
Kestra Advisory Services
Texas
$950K +$15.6K +805 +2%

BUFG Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q2 2023, worth a combined $110M — up 28% from $86.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUFG and 6 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 19 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.77M.

  • 57 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q2 2023, down from 60 in Q1 2023.
  • Funds reported $110M of FT Vest Buffered Allocation Growth ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q2 2023 and 9 closed out, a net change of -3 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $5.44M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2023.