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FT Vest Fund of Nasdaq-100 Buffer ETFs

134 hedge funds and large institutions have $739M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.82%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
15
Increased
72
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
M
101
MATAURO
New York
$410K +$79K +2,647 +24%
CSP
102
Cary Street Partners
Virginia
$396K -$94.1K -3,152 -19%
GFA
103
Gallagher Fiduciary Advisors
Illinois
$363K -$4.15K -139 -1%
AI
104
Atria Investments
North Carolina
$363K -$3.46K -116 -0.9%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$359K +$359K +12,010 New
VWA
106
Visionary Wealth Advisors
Illinois
$338K +$338K +11,330 New
JSW
107
Journey Strategic Wealth
New Jersey
$315K -$14.1K -472 -4%
GSEP
108
Golden State Equity Partners
California
$312K +$12.2K +407 +4%
DAS
109
Diversify Advisory Services
Utah
$311K
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$294K -$1.52M -51,062 -84%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$293K +$293K +9,800 New
SAM
112
Synergy Asset Management
Washington
$292K +$292K +9,783 New
SFPG
113
Stonebridge Financial Planning Group
Florida
$286K +$51.4K +1,720 +22%
PTC
114
Private Trust Company
Ohio
$269K +$8K +268 +3%
BCM
115
Brookstone Capital Management
Illinois
$260K -$11.8K -394 -4%
SW
116
SteelPeak Wealth
California
$246K -$28.4K -950 -10%
DI
117
Diligent Investors
California
$237K
SMC
118
Smith, Moore & Co
Missouri
$229K +$11.9K +400 +5%
CF
119
Claris Financial
Virginia
$227K
HWP
120
Heritage Wealth Partners
Ohio
$216K -$2.69K -90 -1%
PFS
121
Prospect Financial Services
New York
$213K +$747 +25 +0.4%
SFS
122
Symphony Financial Services
Ohio
$211K +$211K +7,076 New
TCA
123
Transcend Capital Advisors
New Jersey
$209K +$209K +7,012 New
BWP
124
Balboa Wealth Partners
Arizona
$209K +$209K +7,000 New
ARC
125
Advisor Resource Council
Texas
$203K +$203K +6,800 New