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FT Vest Fund of Nasdaq-100 Buffer ETFs

160 hedge funds and large institutions have $878M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

98% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 42

12% more funds holding

Funds holding: 143160 (+17)

1% more capital invested

Capital invested by funds: $872M → $878M (+$5.92M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5.01% less ownership

Funds ownership: 82%76.98% (-5%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
1.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
83
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RiverTree Advisors
Florida
$6.8M +$54.8K +1,554 +0.8%
FWA
27
FOCUS Wealth Advisors
Texas
$6.31M +$46.5K +1,317 +0.8%
CAM
28
Concorde Asset Management
Michigan
$6.18M -$754K -21,376 -11%
LWMI
29
Legacy Wealth Management (Idaho)
Idaho
$5.76M +$3.04M +86,185 +116%
MAS
30
MPWM Advisory Solutions
Georgia
$5.47M +$2.24M +63,563 +71%
PA
31
Prism Advisors
California
$5.12M -$930K -26,360 -16%
PGWM
32
Pitti Group Wealth Management
New York
$4.84M -$95.4K -2,704 -2%
CFD
33
Creative Financial Designs
Indiana
$4.79M +$4.71M +133,411 +80,368%
AI
34
Atria Investments
North Carolina
$4.45M +$1.22M +34,621 +39%
GFA
35
Gallagher Fiduciary Advisors
Illinois
$4.36M +$1.2M +33,990 +39%
ACA
36
Aptus Capital Advisors
Alabama
$4.2M +$738K +20,913 +22%
IA
37
IFG Advisory
Georgia
$4.19M +$31.7K +898 +0.8%
FGG
38
Financial Guidance Group
Florida
$4.18M +$736K +20,856 +22%
RIS
39
Richmond Investment Services
Wisconsin
$4.13M +$724K +20,510 +22%
WEG
40
World Equity Group
Illinois
$4.06M -$52.1K -1,476 -1%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.99M +$951K +26,946 +32%
IWM
42
Iams Wealth Management
Nebraska
$3.82M +$1.38M +39,178 +58%
Truist Financial
43
Truist Financial
North Carolina
$3.65M +$642K +18,188 +22%
TWM
44
Triton Wealth Management
Arizona
$3.6M +$1.88M +53,321 +114%
TPWA
45
Twin Peaks Wealth Advisors
California
$3.54M +$58.9K +1,668 +2%
EA
46
Ergawealth Advisors
Illinois
$3.4M -$4.57M -129,496 -58%
GSWM
47
Golden State Wealth Management
California
$3.26M -$47.6K -1,350 -1%
GWM
48
Goldenstone Wealth Management
California
$3.25M +$3.2M +90,547 New
SA
49
Sanctuary Advisors
Indiana
$2.84M -$475K -13,470 -15%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$2.72M -$21K -596 -0.8%