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FT Vest Fund of Nasdaq-100 Buffer ETFs

70 hedge funds and large institutions have $316M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
70
Holders Change
+29
Holders Change %
+70.73%
% of All Funds
1.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
30
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$418K +$418K +15,831 New
WAM
52
Worth Asset Management
Texas
$367K +$367K +13,590 New
HI
53
Harbour Investments
Wisconsin
$352K +$279K +10,348 +387%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$315K +$315K +11,668 New
PWM
55
Prosperity Wealth Management
California
$315K +$315K +11,650 New
EH
56
Equitable Holdings
New York
$259K +$259K +9,591 New
IA
57
IFG Advisory
Georgia
$250K +$250K +9,271 New
PPP
58
Private Portfolio Partners
New Jersey
$249K -$16.1K -595 -6%
BFA
59
Beacon Financial Advisory
Ohio
$236K +$236K +8,724 New
OPS
60
Orion Portfolio Solutions
Nebraska
$230K +$230K +8,547 New
BCI
61
Brinker Capital Investments
Pennsylvania
$230K +$230K +8,547 New
SWA
62
Stratos Wealth Advisors
Ohio
$228K +$228K +8,453 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$178K +$178K +6,592 New
CFGS
64
Concourse Financial Group Securities
Alabama
$98.6K +$98.6K +3,652 New
CAL
65
Capital Analysts LLC
Pennsylvania
$41K
SPIA
66
Steward Partners Investment Advisory
New York
$21.9K
Comerica Bank
67
Comerica Bank
Texas
$13.5K
Wells Fargo
68
Wells Fargo
California
$11.1K +$11.1K +410 New
C
69
Covestor
United Kingdom
$10K +$3.18K +119 +47%
PTC
70
Private Trust Company
Ohio
$6.72K +$1.73K +64 +35%
PAG
71
Private Advisory Group
Washington
-$6M -238,609 Closed
UBS Group
72
UBS Group
Switzerland
-$11.2K -445 Closed