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FT Vest Fund of Nasdaq-100 Buffer ETFs

9 hedge funds and large institutions have $14.1M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $10M → $14.1M (+$4.09M)

29% more funds holding

Funds holding: 79 (+2)

2.36% more ownership

Funds ownership: 91.96%94.32% (+2.4%)

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.7M +$903K +44,295 +9%
AWS
2
Atria Wealth Solutions
New York
$2M +$2.05M +100,387 New
TWM
3
Tradition Wealth Management
Minnesota
$437K +$434K +21,313 +3,432%
HI
4
Harbour Investments
Wisconsin
$289K +$263K +12,902 +805%
FGG
5
Financial Guidance Group
Florida
$265K +$271K +13,305 New
Osaic Holdings
6
Osaic Holdings
Arizona
$134K +$42.3K +2,075 +44%
UBS Group
7
UBS Group
Switzerland
$95K +$76.8K +3,767 +377%
CAL
8
Capital Analysts LLC
Pennsylvania
$81K +$61.3K +3,009 +284%
NA
9
NewEdge Advisors
Louisiana
$49.8K +$50.9K +2,500 New

BUFQ Hedge Fund Activity: Q4 2022 in Review

9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q4 2022, worth a combined $14.1M — up 41% from $10M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BUFQ positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.05M.

  • 9 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q4 2022, up from 7 in Q3 2022.
  • Funds reported $14.1M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q4 2022, up 41% quarter-over-quarter.
  • 3 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q4 2022 and 0 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q4 2022 was Atria Wealth Solutions, an estimated $2.05M added.

Based on aggregated 13F filings for Q4 2022.