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FT Vest Fund of Buffer ETFs

262 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+55
Holders Change %
+26.57%
% of All Funds
3.84%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
114
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
226
Echo Wealth Management
Minnesota
$234K -$65.4K -2,460 -22%
CPIG
227
Chicago Partners Investment Group
Illinois
$226K
CRWM
228
Castle Rock Wealth Management
California
$226K -$6.57K -250 -3%
PPP
229
Private Portfolio Partners
New Jersey
$222K -$10.5K -395 -5%
MTWM
230
Masso Torrence Wealth Management
New Jersey
$218K -$5.5K -207 -2%
GWP
231
Gateway Wealth Partners
Wisconsin
$217K +$217K +8,151 New
PA
232
Procyon Advisors
Connecticut
$208K +$208K +7,830 New
CAL
233
Capital Analysts LLC
Pennsylvania
$208K
GSEP
234
Golden State Equity Partners
California
$204K +$204K +7,690 New
BEI
235
Benjamin Edwards Inc
Missouri
$176K -$144K -5,441 -45%
SWM
236
Sanctuary Wealth Management
Idaho
$146K
NS
237
NBC Securities
Alabama
$126K -$6.67K -253 -5%
JPMorgan Chase & Co
238
JPMorgan Chase & Co
New York
$111K -$226K -8,509 -67%
TSWM
239
Tyler-Stone Wealth Management
Ohio
$97.5K +$97.5K +3,670 New
GWM
240
Geneos Wealth Management
Colorado
$90.3K +$90.3K +3,397 New
FGAM
241
Financial Gravity Asset Management
Texas
$74.4K +$74.4K +2,800 New
SA
242
Scarborough Advisors
Maryland
$48.1K +$48.1K +1,812 New
AIC
243
Archer Investment Corporation
Indiana
$47.3K
CFB
244
Cullen/Frost Bankers
Texas
$47.1K
ADL
245
Asset Dedication LLC
California
$44K
HNB
246
Huntington National Bank
Ohio
$39.6K
CFD
247
Creative Financial Designs
Indiana
$33K +$33K +1,243 New
CPA
248
Clear Point Advisors
New York
$27.2K +$27.2K +1,025 New
AssetMark Inc
249
AssetMark Inc
California
$26.6K +$26.6K +1,002 New
UBS Group
250
UBS Group
Switzerland
$24.6K +$24.6K +925 New