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FT Vest Fund of Nasdaq-100 Buffer ETFs

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$326K +$326K +11,042 New
UBS Group
77
UBS Group
Switzerland
$320K +$293K +9,899 +1,070%
DAS
78
Diversify Advisory Services
Utah
$309K +$309K +10,292 New
SW
79
SteelPeak Wealth
California
$300K +$300K +10,150 New
PPP
80
Private Portfolio Partners
New Jersey
$268K
WAM
81
Worth Asset Management
Texas
$225K -$13K -440 -5%
AIP
82
Ameritas Investment Partners
Nebraska
$222K +$118K +4,005 +115%
HWP
83
Heritage Wealth Partners
Ohio
$214K +$214K +7,225 New
AWM
84
Accurate Wealth Management
Florida
$210K +$210K +7,002 New
BCM
85
Brookstone Capital Management
Illinois
$208K +$208K +6,999 New
DI
86
Diligent Investors
California
$205K +$205K +6,950 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$194K +$19.9K +674 +11%
CB
88
Chris Bulman
California
$140K +$140K +4,731 New
CFGS
89
Concourse Financial Group Securities
Alabama
$114K
PTC
90
Private Trust Company
Ohio
$52.6K +$15.9K +539 +43%
CAL
91
Capital Analysts LLC
Pennsylvania
$45K
SPIA
92
Steward Partners Investment Advisory
New York
$24K
GRP
93
Global Retirement Partners
California
$16K
PS
94
Principal Securities
Iowa
$12.1K +$12.1K +411 New
Bank of America
95
Bank of America
North Carolina
$6.95K +$6.95K +235 New
FHC
96
First Heartland Consultants
Missouri
$847 +$130 +4,402 +18%
PGWM
97
Pitti Group Wealth Management
New York
-$3.86M -135,806 Closed
JIP
98
Jaffetilchin Investment Partners
Florida
-$270K -9,544 Closed
IGWM
99
ICA Group Wealth Management
Colorado
-$36.8K -1,300 Closed