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FT Vest Buffered Allocation Growth ETF

75 hedge funds and large institutions have $165M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $147M → $165M (+$18M)

7% more funds holding

Funds holding: 7075 (+5)

0.73% less ownership

Funds ownership: 82.43%81.7% (-0.73%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
39
Reduced
24
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.2M +$2.65M +121,352 +17%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.3M +$636K +29,063 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.7M -$1.66M -76,047 -10%
LPL Financial
4
LPL Financial
California
$9.39M +$7.83M +357,944 +608%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.89M +$6.55M +299,428 +314%
CA
6
Cetera Advisors
Colorado
$6.03M +$2.04M +93,395 +54%
SF
7
Synovus Financial
Georgia
$5.69M +$895K +40,891 +19%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.67M -$1.4M -63,918 -20%
PGWM
9
Pitti Group Wealth Management
New York
$4.9M +$9.95K +455 +0.2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.75M -$67.2K -3,071 -1%
WEG
11
World Equity Group
Illinois
$4.44M -$882K -40,333 -17%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.37M +$444K +20,278 +16%
AssetMark Inc
13
AssetMark Inc
California
$3.22M +$741K +33,875 +31%
IGWM
14
ICA Group Wealth Management
Colorado
$3.02M +$430K +19,642 +17%
ASN
15
Advisory Services Network
Georgia
$2.99M -$291K -13,314 -9%
FL
16
FreeGulliver LLC
Louisiana
$2.93M +$1.44M +65,836 +103%
HI
17
Harbour Investments
Wisconsin
$2.92M +$20.8K +951 +0.7%
CAN
18
Cetera Advisor Networks
California
$2.66M +$50.5K +2,307 +2%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$2.43M +$5.42K +248 +0.2%
EA
20
Ellsworth Advisors
Ohio
$2.42M +$44K +2,012 +2%
ACA
21
Aptus Capital Advisors
Alabama
$2.37M +$787K +35,959 +52%
AWA
22
Authentikos Wealth Advisory
California
$2.18M -$33.6K -1,536 -2%
LCM
23
Lunt Capital Management
Utah
$2.09M +$89.4K +4,085 +5%
GWM
24
Geneos Wealth Management
Colorado
$1.99M +$926K +42,330 +92%
SI
25
Stephens Inc
Arkansas
$1.84M -$11.4M -521,452 -86%

BUFG Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2024, worth a combined $165M — up 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFG positions and 1 closed out — a net gain of 5 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.83M. The largest seller was Stephens Inc, cutting an estimated $11.4M.

  • 75 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2024, up from 70 in Q4 2023.
  • Funds reported $165M of FT Vest Buffered Allocation Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2024 and 1 closed out, a net change of +5 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2024 was LPL Financial, an estimated $7.83M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2024 was Stephens Inc, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.