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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 %
IWM
76
Iams Wealth Management
Nebraska
$226K +$226K +8,099 New
GFG
77
Goldstone Financial Group
Illinois
$221K +$221K +7,788 New
GWSG
78
GPS Wealth Strategies Group
Colorado
$167K +$167K +5,880 New
RG
79
Retirement Group
California
$157K +$157K +5,550 New
CFGS
80
Concourse Financial Group Securities
Alabama
$109K +$5.72K +202 +6%
AIP
81
Ameritas Investment Partners
Nebraska
$99K +$99K +3,495 New
CAL
82
Capital Analysts LLC
Pennsylvania
$43K
IGWM
83
ICA Group Wealth Management
Colorado
$36.8K +$36.8K +1,300 New
PTC
84
Private Trust Company
Ohio
$35.2K +$28.1K +993 +399%
UBS Group
85
UBS Group
Switzerland
$26.2K +$26.2K +925 New
SPIA
86
Steward Partners Investment Advisory
New York
$23K
GRP
87
Global Retirement Partners
California
$15.3K +$15.3K +540 New
AWM
88
AE Wealth Management
Kansas
-$26.5M -959,759 Closed
PWA
89
PCG Wealth Advisors
Kansas
-$3.83M -141,815 Closed
KDA
90
Kraft Davis & Associates
Missouri
-$747K -27,158 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$637K -23,582 Closed
OMC
92
Old Mission Capital
Illinois
-$612K -22,679 Closed
BFA
93
Beacon Financial Advisory
Ohio
-$236K -8,724 Closed
Comerica Bank
94
Comerica Bank
Texas
-$13.5K -500 Closed
Wells Fargo
95
Wells Fargo
California
-$11.1K -410 Closed
C
96
Covestor
United Kingdom
-$10K -374 Closed