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FT Vest Buffered Allocation Growth ETF

65 hedge funds and large institutions have $131M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $110M → $131M (+$20.5M)

14% more funds holding

Funds holding: 5765 (+8)

5.65% more ownership

Funds ownership: 76.39%82.04% (+5.6%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
25
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.7M -$546K -26,980 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.2M -$399K -19,720 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.8M +$4.26M +210,548 +43%
SI
4
Stephens Inc
Arkansas
$12.9M +$13.3M +657,376 New
Osaic Holdings
5
Osaic Holdings
Arizona
$6.6M +$1.29M +63,556 +23%
AWE
6
Avidian Wealth Enterprises
Texas
$5.7M +$72.9K +3,600 +1%
CA
7
Cetera Advisors
Colorado
$4.32M -$319K -15,753 -7%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$4.2M -$60.8K -3,000 -1%
WEG
9
World Equity Group
Illinois
$4.14M +$694K +34,246 +19%
SF
10
Synovus Financial
Georgia
$4.09M +$47.4K +2,339 +1%
ASN
11
Advisory Services Network
Georgia
$2.89M +$2.97M +146,766 New
PGWM
12
Pitti Group Wealth Management
New York
$2.77M +$23.6K +1,163 +0.8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.75M -$115K -5,692 -4%
AWM
14
AE Wealth Management
Kansas
$2.46M +$151K +7,448 +6%
CAN
15
Cetera Advisor Networks
California
$2.41M -$256K -12,657 -9%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$2.16M -$25.3K -1,250 -1%
EA
17
Ellsworth Advisors
Ohio
$2.08M -$121K -5,951 -5%
LCM
18
Lunt Capital Management
Utah
$2.01M +$231K +11,421 +13%
AWA
19
Authentikos Wealth Advisory
California
$1.99M -$266K -13,157 -11%
JIP
20
Jaffetilchin Investment Partners
Florida
$1.61M +$395K +19,488 +31%
AssetMark Inc
21
AssetMark Inc
California
$1.46M +$1.08M +53,239 +254%
ACA
22
Aptus Capital Advisors
Alabama
$1.33M -$68.4K -3,376 -5%
FAIM
23
Financial Advocates Investment Management
Washington
$1.19M +$52.4K +2,585 +4%
AI
24
Atria Investments
North Carolina
$1.08M -$21.4K -1,057 -2%
PCS
25
Personal CFO Solutions
New Jersey
$1.07M +$113K +5,598 +11%

BUFG Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2023, worth a combined $131M — up 19% from $110M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUFG positions and 1 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $13.3M. The largest seller was Private Advisory Group, exiting entirely with an estimated $560K sold.

  • 65 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $131M of FT Vest Buffered Allocation Growth ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 9 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2023 and 1 closed out, a net change of +8 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2023 was Stephens Inc, an estimated $13.3M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2023 was Private Advisory Group, an estimated $560K sold.

Based on aggregated 13F filings for Q3 2023.