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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

Overview Fund Activity

96 hedge funds and large institutions have $559M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
16
Increased
57
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$33.1M
2
LPL Financial
2
LPL Financial
California
$165M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.7M
4
CAM
4
Creekmur Asset Management
Illinois
$30.2M
5
CWA
5
Centennial Wealth Advisory
Michigan
$10.2M

Top Sellers

1
FIS
1
Fischer Investment Strategies
California
$11M
2
GLA
2
Good Life Advisors
Pennsylvania
$18.4M
3
PGWM
3
Pitti Group Wealth Management
New York
$0
4
CAM
4
Concorde Asset Management
Michigan
$2.85M
5
GIA
5
Gladstone Institutional Advisory
Florida
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$4.64M +$1.82M +61,408 +64%
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.47M +$364K +12,306 +9%
EA
28
Ergawealth Advisors
Illinois
$4.22M +$3.48M +117,630 +467%
WEG
29
World Equity Group
Illinois
$4M -$141K -4,768 -3%
M1FG
30
Mach-1 Financial Group
Arkansas
$3.19M -$1.31M -44,040 -29%
CCG
31
Capital CS Group
California
$3.12M -$595K -20,120 -16%
PAG
32
Private Advisor Group
New Jersey
$3.06M -$179K -6,060 -6%
CAM
33
Concorde Asset Management
Michigan
$2.85M -$2.41M -81,450 -46%
Truist Financial
34
Truist Financial
North Carolina
$2.8M +$1.52M +51,294 +118%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.65M +$491K +16,602 +23%
TPWA
36
Twin Peaks Wealth Advisors
California
$2.5M +$448K +15,172 +22%
ACA
37
Aptus Capital Advisors
Alabama
$2.09M +$1.11M +37,427 +113%
AWS
38
Atria Wealth Solutions
New York
$2.05M +$490K +16,561 +31%
IF
39
Intrua Financial
Texas
$2.03M +$1.66K +56 +0.1%
SPC
40
Sigma Planning Corp
Michigan
$2.03M +$319K +10,778 +19%
FGG
41
Financial Guidance Group
Florida
$1.96M +$1.11M +37,427 +129%
MFG
42
Midwest Financial Group
Kansas
$1.83M +$68.2K +2,306 +4%
IA
43
IFG Advisory
Georgia
$1.51M +$857K +28,989 +131%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$1.36M +$32.4K +1,095 +2%
GWP
45
Gateway Wealth Partners
Wisconsin
$1.2M +$426K +14,420 +55%
KPWS
46
Kestra Private Wealth Services
Texas
$1.14M -$529K -17,891 -32%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$1.14M +$531K +17,970 +88%
VF
48
VitalStone Financial
Texas
$1.12M -$588K -19,891 -35%
IWM
49
Iams Wealth Management
Nebraska
$983K +$743K +25,143 +310%
HAS
50
HBW Advisory Services
California
$964K +$964K +32,616 New
1
2
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