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FT Vest Fund of Nasdaq-100 Buffer ETFs

87 hedge funds and large institutions have $427M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
26
Increased
46
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$712K +$219K +7,722 +44%
FHC
52
First Heartland Consultants
Missouri
$687K -$256K -9,038 -27%
IA
53
IFG Advisory
Georgia
$629K +$366K +12,931 +139%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$603K -$102K -3,590 -14%
AWM
55
Axxcess Wealth Management
California
$589K +$23.1K +815 +4%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$579K +$248K +8,763 +75%
OPS
57
Orion Portfolio Solutions
Nebraska
$577K +$335K +11,820 +138%
BCI
58
Brinker Capital Investments
Pennsylvania
$577K +$335K +11,820 +138%
FA
59
Flagstar Advisors
New York
$576K +$126K +4,446 +28%
IP
60
Ignite Planners
California
$553K
GVAG
61
Great Valley Advisor Group
Delaware
$536K -$259K -9,126 -33%
SWP
62
Summit Wealth Partners
Florida
$523K +$523K +18,467 New
BRWA
63
B. Riley Wealth Advisors
Florida
$510K +$19.8K +788 +4%
PWM
64
Prosperity Wealth Management
California
$505K +$174K +6,159 +53%
Jane Street
65
Jane Street
New York
$504K +$504K +17,781 New
WS
66
Wedbush Securities
California
$502K +$502K +17,732 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$459K +$459K +16,204 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$407K +$220K +7,774 +118%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$380K +$380K +13,420 New
WWA
70
WCG Wealth Advisors
Nevada
$329K +$329K +11,600 New
SWA
71
Stratos Wealth Advisors
Ohio
$328K +$88.7K +3,132 +37%
KWA
72
Kingswood Wealth Advisors
California
$315K +$315K +11,133 New
JIP
73
Jaffetilchin Investment Partners
Florida
$270K +$270K +9,544 New
PPP
74
Private Portfolio Partners
New Jersey
$257K -$4.48K -158 -2%
WAM
75
Worth Asset Management
Texas
$228K -$157K -5,525 -41%