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FT Vest Buffered Allocation Growth ETF

89 hedge funds and large institutions have $199M invested in FT Vest Buffered Allocation Growth ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 8489 (+5)

1.29% more ownership

Funds ownership: 77.68%78.97% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

1% more capital invested

Capital invested by funds: $198M → $199M (+$1.14M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% 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
12
Increased
33
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.7M +$1.77M +71,917 +7%
LPL Financial
2
LPL Financial
California
$19.6M +$1.79M +72,875 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.4M -$725K -29,520 -4%
CWA
4
Centennial Wealth Advisory
Michigan
$12.9M -$1.02M -41,695 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.4M +$492K +20,018 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.7M +$1.55M +62,904 +21%
GWM
7
Geneos Wealth Management
Colorado
$8.62M +$6.13M +249,518 +221%
FL
8
FreeGulliver LLC
Louisiana
$7.91M +$1.88M +76,377 +30%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$7.05M -$4.69M -190,688 -39%
SF
10
Synovus Financial
Georgia
$6.68M -$540K -21,997 -7%
AssetMark Inc
11
AssetMark Inc
California
$4.75M +$161K +6,549 +3%
WEG
12
World Equity Group
Illinois
$4.42M +$81.8K +3,329 +2%
AAS
13
Avantax Advisory Services
Texas
$4.03M +$1.42M +57,983 +52%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.82M -$17.7K -722 -0.4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$3.32M -$62.4K -2,539 -2%
EA
16
Ellsworth Advisors
Ohio
$2.89M +$54.4K +2,216 +2%
LCM
17
Lunt Capital Management
Utah
$2.84M +$112K +4,573 +4%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$2.67M -$235K -9,568 -8%
ASN
19
Advisory Services Network
Georgia
$2.64M +$64.9K +2,642 +2%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$2.57M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.48M +$1.83M +74,558 +251%
RC
22
Rovin Capital
Arizona
$2.14M +$136K +5,525 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.53M +$202K +8,227 +15%
ACA
24
Aptus Capital Advisors
Alabama
$1.48M -$96.1K -3,911 -6%
KWA
25
Kingswood Wealth Advisors
California
$1.37M -$41.9K -1,706 -3%

BUFG Hedge Fund Activity: Q1 2025 in Review

89 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2025, worth a combined $199M — up 0.58% from $198M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BUFG positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Geneos Wealth Management, adding an estimated $6.13M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.69M.

  • 89 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $199M of FT Vest Buffered Allocation Growth ETF stock for Q1 2025, up 0.58% quarter-over-quarter.
  • 12 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $6.13M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $4.69M sold.

Based on aggregated 13F filings for Q1 2025.