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FT Vest Buffered Allocation Growth ETF
BUFG

83 hedge funds and large institutions have $191M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

7% more capital invested

Capital invested by funds: $179M → $191M (+$11.6M)

6% more funds holding

Funds holding: 78 → 83 (+5)

0.84% more ownership

Funds ownership: 78.5% → 79.34% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.85M
2
CWA
Centennial Wealth Advisory
Michigan
+$2.03M
3
PAG
Private Advisor Group
New Jersey
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
AWA
Authentikos Wealth Advisory
California
+$1.22M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.42M
2
HI
Harbour Investments
Wisconsin
-$2.33M
3
Citadel Advisors
Citadel Advisors
Florida
-$880K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$787K
5
OMC
Old Mission Capital
Illinois
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.2M -$397K -16,913 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.9M -$787K -33,570 -5%
LPL Financial
3
LPL Financial
California
$16.3M +$2.85M +121,461 +22%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$14.4M -$4.42M -188,323 -24%
CWA
5
Centennial Wealth Advisory
Michigan
$12.7M +$2.03M +86,572 +20%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.52M +$128K +5,469 +1%
SF
7
Synovus Financial
Georgia
$6.91M +$591K +25,209 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.11M +$744K +31,723 +14%
FL
9
FreeGulliver LLC
Louisiana
$5.02M +$161K +6,865 +3%
PGWM
10
Pitti Group Wealth Management
New York
$4.66M – – –
AssetMark Inc
11
AssetMark Inc
California
$4.34M +$433K +18,456 +11%
WEG
12
World Equity Group
Illinois
$4.16M -$273K -11,656 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.64M +$936K +39,887 +36%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.34M -$171K -7,295 -5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.05M +$1.34M +57,138 +82%
ASN
16
Advisory Services Network
Georgia
$3.04M – – –
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.92M -$194K -8,263 -6%
PAG
18
Private Advisor Group
New Jersey
$2.85M +$1.64M +69,755 +143%
EA
19
Ellsworth Advisors
Ohio
$2.79M +$86.3K +3,679 +3%
GWM
20
Geneos Wealth Management
Colorado
$2.63M +$253K +10,800 +11%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$2.56M -$10.3K -441 -0.4%
LCM
22
Lunt Capital Management
Utah
$2.49M +$143K +6,103 +6%
PCS
23
Personal CFO Solutions
New Jersey
$2.05M +$208K +8,881 +12%
RC
24
Rovin Capital
Arizona
$1.71M +$657K +28,030 +66%
ACA
25
Aptus Capital Advisors
Alabama
$1.69M -$143K -6,095 -8%
1
2 3 4

BUFG Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2024, worth a combined $191M — up 6.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFG positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.85M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.42M.

  • 83 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $191M of FT Vest Buffered Allocation Growth ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 15 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2024 and 9 closed out, a net change of +6 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $2.85M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.42M sold.

Based on aggregated 13F filings for Q3 2024.