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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

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

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.5M +$515K +25,375 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$15.7M +$771K +37,991 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.6M +$177K +8,711 +1%
SI
4
Stephens Inc
Arkansas
$12.8M -$1.1M -54,365 -8%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.72M -$398K -19,607 -6%
WEG
6
World Equity Group
Illinois
$5.06M +$540K +26,599 +13%
PGWM
7
Pitti Group Wealth Management
New York
$4.66M +$1.59M +78,277 +56%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$4.56M +$8.24K +406 +0.2%
SF
9
Synovus Financial
Georgia
$4.51M +$74.8K +3,686 +2%
CA
10
Cetera Advisors
Colorado
$3.71M -$921K -45,345 -21%
AWM
11
AE Wealth Management
Kansas
$3.23M +$493K +24,269 +19%
ASN
12
Advisory Services Network
Georgia
$3.11M -$16.4K -809 -0.6%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.75M -$212K -10,432 -7%
HI
14
Harbour Investments
Wisconsin
$2.74M +$2.18M +107,314 +506%
CAN
15
Cetera Advisor Networks
California
$2.46M -$144K -7,075 -6%
IGWM
16
ICA Group Wealth Management
Colorado
$2.44M +$2.33M +114,532 New
AssetMark Inc
17
AssetMark Inc
California
$2.32M +$704K +34,677 +47%
VBFP
18
Valtinson Bruner Financial Planning
Minnesota
$2.29M -$51.5K -2,536 -2%
EA
19
Ellsworth Advisors
Ohio
$2.27M +$18.1K +889 +0.8%
AWA
20
Authentikos Wealth Advisory
California
$2.09M -$60.4K -2,973 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.03M +$1.68M +82,876 +665%
LCM
22
Lunt Capital Management
Utah
$1.89M -$268K -13,203 -13%
ACA
23
Aptus Capital Advisors
Alabama
$1.48M +$37.4K +1,842 +3%
FL
24
FreeGulliver LLC
Louisiana
$1.37M +$1.3M +64,166 New
KWA
25
Kingswood Wealth Advisors
California
$1.26M +$1.2M +59,046 New
1
2 3 4

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.