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FT Vest Fund of Buffer ETFs

347 hedge funds and large institutions have $4.4B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
5.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
45
Increased
197
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
226
Wagner Wealth Management
South Carolina
$1M +$897 +30 +0.1%
HWMO
227
Heritage Wealth Management (Ohio)
Ohio
$987K +$6.85K +229 +0.7%
AIP
228
Ameritas Investment Partners
Nebraska
$980K +$270K +9,025 +38%
QCIG
229
Quad-Cities Investment Group
Iowa
$977K +$125K +4,168 +15%
CAM
230
Cozad Asset Management
Illinois
$974K +$118K +3,958 +14%
PWP
231
Precedent Wealth Partners
Texas
$970K +$970K +32,454 New
SW
232
SteelPeak Wealth
California
$937K -$12K -400 -1%
AC
233
AIFG Consultants
New York
$932K -$2.1M -70,219 -69%
EWA
234
EverSource Wealth Advisors
Alabama
$930K -$5.8K -194 -0.6%
KWA
235
Kingswood Wealth Advisors
California
$926K -$519K -17,359 -36%
DFA
236
DHJJ Financial Advisors
Illinois
$909K +$233K +7,810 +35%
TA
237
TrueWealth Advisors
Alabama
$869K
PA
238
PFG Advisors
Arizona
$832K +$98.6K +3,300 +13%
AWAP
239
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$812K
AA
240
Ancora Advisors
Ohio
$807K +$807K +27,000 New
PA
241
Pinnacle Associates
New York
$806K -$57.5K -2,165 -7%
CCP
242
Clarity Capital Partners
California
$800K +$88.7K +2,969 +12%
Focus Partners Wealth
243
Focus Partners Wealth
Massachusetts
$786K -$23.9K -799 -3%
BF
244
BOK Financial
Oklahoma
$782K -$15K -504 -2%
BIP
245
Blueprint Investment Partners
North Carolina
$774K +$774K +25,883 New
AQR Capital Management
246
AQR Capital Management
Connecticut
$759K +$759K +25,381 New
NFG
247
Nations Financial Group
Iowa
$757K +$180K +6,038 +31%
Morgan Stanley
248
Morgan Stanley
New York
$752K +$151K +5,060 +25%
AWM
249
Axxcess Wealth Management
California
$740K -$2.09K -70 -0.3%
NS
250
NBC Securities
Alabama
$724K +$220K +7,365 +44%