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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

416 hedge funds and large institutions have $7.65B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+69
Holders Change %
+19.88%
% of All Funds
5.54%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.77%
New
88
Increased
208
Reduced
93
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.48B
2
Osaic Holdings
Osaic Holdings
Arizona
$271M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$312M
4
IAA
Independent Advisor Alliance
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$1.08B

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$14.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$42M
3
PGWM
Pitti Group Wealth Management
New York
$1.78M
4
MCC
Money Concepts Capital
Florida
$6.95M
5
FNWA
Financial Network Wealth Advisors
Utah
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$1.37M +$30.5K +1,000 +2%
LIS
227
Legacy Investment Solutions
Idaho
$1.35M +$823K +26,560 +156%
LWMI
228
Legacy Wealth Management (Idaho)
Idaho
$1.35M +$823K +26,560 +156%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$541K -17,740 -29%
PAS
230
Park Avenue Securities
New York
$1.29M -$108K -3,552 -8%
IWN
231
Independent Wealth Network
Iowa
$1.28M +$246K +8,065 +24%
MWM
232
Mascagni Wealth Management
Mississippi
$1.27M +$1.27M +42,776 New
WWA
233
Wealth Watch Advisors
Colorado
$1.26M +$1.26M +41,423 New
CWM
234
Cornerstone Wealth Management
Missouri
$1.26M +$72.4K +2,375 +6%
NG
235
Novem Group
New York
$1.25M +$1.25M +41,021 New
CAGAS
236
Capital Advisory Group Advisory Services
Minnesota
$1.25M +$148K +4,841 +13%
HGERS
237
Householder Group Estate & Retirement Specialist
Arizona
$1.23M -$1.53M -50,322 -55%
AF
238
Apollon Financial
South Carolina
$1.22M +$60.9K +2,000 +5%
WWM
239
Wagner Wealth Management
South Carolina
$1.22M +$200K +6,557 +20%
LSIA
240
LaSalle St. Investment Advisors
Illinois
$1.21M +$1.21M +39,723 New
LA
241
Lane & Associates
New Jersey
$1.21M +$1.21M +38,935 New
BFWM
242
Bright Futures Wealth Management
New York
$1.2M +$65.8K +2,126 +6%
CAM
243
Cozad Asset Management
Illinois
$1.2M +$202K +6,632 +20%
PWP
244
Precedent Wealth Partners
Texas
$1.19M +$200K +6,569 +20%
PWM
245
Perigon Wealth Management
California
$1.17M -$15.9K -519 -1%
FA
246
FSA Advisors
Michigan
$1.16M -$29.2K -959 -2%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$1.16M – – –
SPI
248
Santori & Peters Inc
Pennsylvania
$1.12M +$65K +2,132 +6%
LFG
249
Larson Financial Group
Missouri
$1.1M +$27.6K +907 +3%
HWMO
250
Heritage Wealth Management (Ohio)
Ohio
$1.07M +$67.2K +2,205 +7%
8 9
10
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