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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 %
IA
126
IFP Advisors
Florida
$203K
GWSG
127
GPS Wealth Strategies Group
Colorado
$198K +$2.75K +92 +1%
NS
128
NBC Securities
Alabama
$97K +$96.9K +3,272 +109,067%
PS
129
Principal Securities
Iowa
$82.4K
AWM
130
AE Wealth Management
Kansas
$69.9K +$69.9K +2,340 New
WA
131
Whipplewood Advisors
Colorado
$44.3K +$15.5K +769 +54%
SPIA
132
Steward Partners Investment Advisory
New York
$24.2K
CCM
133
Coldstream Capital Management
Washington
$4.69K +$4.69K +157 New
CIAS
134
Capital Investment Advisory Services
North Carolina
$1.73K -$23.1K -775 -93%
IAA
135
Independent Advisor Alliance
North Carolina
-$19.7M -625,294 Closed
CAM
136
Concorde Asset Management
Michigan
-$2.86M -91,056 Closed
CCG
137
Capital CS Group
California
-$2.8M -89,203 Closed
OMC
138
Old Mission Capital
Illinois
-$1.08M -34,221 Closed
M1FG
139
Mach-1 Financial Group
Arkansas
-$520K -16,540 Closed
NG
140
Novem Group
New York
-$234K -7,448 Closed
AWM
141
Accurate Wealth Management
Florida
-$211K -6,765 Closed
CFGS
142
Concourse Financial Group Securities
Alabama
-$124K -3,854 Closed
HFM
143
Hartford Financial Management
Connecticut
-$80.6K -2,564 Closed
BWM
144
Bernard Wealth Management
Michigan
-$13.4K -425 Closed
US Bancorp
145
US Bancorp
Minnesota
-$11.5K -365 Closed
KIM
146
Kestra Investment Management
Texas
-$8.99K -286 Closed
CFG
147
Copley Financial Group
California
-$8.17K -260 Closed