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FT Vest Fund of Buffer ETFs

430 hedge funds and large institutions have $5.8B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
5.77%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
51
Increased
181
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
226
Citadel Advisors
Florida
$1.45M +$1.45M +45,588 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$1.41M +$198K +6,238 +16%
TWM
228
TCFG Wealth Management
California
$1.4M +$754K +23,695 +117%
AAS
229
Asset Allocation Strategies
Michigan
$1.37M +$181K +5,683 +15%
MWM
230
Mascagni Wealth Management
Mississippi
$1.36M +$4.33K +136 +0.3%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$1.33M +$124K +3,899 +10%
CAM
232
Cozad Asset Management
Illinois
$1.33M -$11.2K -352 -0.8%
CAGAS
233
Capital Advisory Group Advisory Services
Minnesota
$1.32M +$13.7K +430 +1%
BWP
234
Balboa Wealth Partners
Arizona
$1.31M +$355K +11,163 +37%
Morgan Stanley
235
Morgan Stanley
New York
$1.3M +$419K +13,164 +47%
RWM
236
Riverbend Wealth Management
South Carolina
$1.3M +$137K +4,301 +12%
AIP
237
Ameritas Investment Partners
Nebraska
$1.3M +$234K +7,350 +22%
TA
238
TrueWealth Advisors
Alabama
$1.29M +$358K +11,255 +38%
DC
239
Davenport & Co
Virginia
$1.28M +$1.28M +40,112 New
VCP
240
Verus Capital Partners
Arizona
$1.26M +$1.26M +39,648 New
LSIA
241
LaSalle St. Investment Advisors
Illinois
$1.24M -$14.4K -453 -1%
SCA
242
Snowden Capital Advisors
New York
$1.23M -$274K -8,630 -18%
SWGC
243
Summit Wealth Group (Colorado)
Colorado
$1.22M +$1.22M +38,511 New
SA
244
Sovran Advisors
California
$1.2M +$462K +14,482 +62%
LFG
245
Larson Financial Group
Missouri
$1.19M +$22.4K +704 +2%
EWA
246
EverSource Wealth Advisors
Alabama
$1.17M +$77.9K +2,450 +7%
EFS
247
Essex Financial Services
Connecticut
$1.14M +$75.8K +2,385 +7%
RFN
248
RDA Financial Network
Iowa
$1.14M -$533K -16,749 -32%
CCP
249
Clarity Capital Partners
California
$1.12M -$150K -4,726 -12%
HWMO
250
Heritage Wealth Management (Ohio)
Ohio
$1.1M -$84.6K -2,661 -7%