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FT Vest Fund of Buffer ETFs

431 hedge funds and large institutions have $5.81B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+5
Holders Change %
+1.17%
% of All Funds
5.78%
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
182
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$1.47M -$55.9K -1,759 -4%
Citadel Advisors
227
Citadel Advisors
Florida
$1.45M +$1.45M +45,588 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$1.41M +$198K +6,238 +16%
TWM
229
TCFG Wealth Management
California
$1.4M +$754K +23,695 +117%
AAS
230
Asset Allocation Strategies
Michigan
$1.37M +$181K +5,683 +15%
MWM
231
Mascagni Wealth Management
Mississippi
$1.36M +$4.33K +136 +0.3%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$1.33M +$124K +3,899 +10%
CAM
233
Cozad Asset Management
Illinois
$1.33M -$11.2K -352 -0.8%
CAGAS
234
Capital Advisory Group Advisory Services
Minnesota
$1.32M +$13.7K +430 +1%
BWP
235
Balboa Wealth Partners
Arizona
$1.31M +$355K +11,163 +37%
Morgan Stanley
236
Morgan Stanley
New York
$1.3M +$419K +13,164 +47%
RWM
237
Riverbend Wealth Management
South Carolina
$1.3M +$137K +4,301 +12%
AIP
238
Ameritas Investment Partners
Nebraska
$1.3M +$234K +7,350 +22%
TA
239
TrueWealth Advisors
Alabama
$1.29M +$358K +11,255 +38%
DC
240
Davenport & Co
Virginia
$1.28M +$1.28M +40,112 New
VCP
241
Verus Capital Partners
Arizona
$1.26M +$1.26M +39,648 New
LSIA
242
LaSalle St. Investment Advisors
Illinois
$1.24M -$14.4K -453 -1%
SCA
243
Snowden Capital Advisors
New York
$1.23M -$274K -8,630 -18%
SWGC
244
Summit Wealth Group (Colorado)
Colorado
$1.22M +$1.22M +38,511 New
SA
245
Sovran Advisors
California
$1.2M +$462K +14,482 +62%
LFG
246
Larson Financial Group
Missouri
$1.19M +$22.4K +704 +2%
EWA
247
EverSource Wealth Advisors
Alabama
$1.17M +$77.9K +2,450 +7%
EFS
248
Essex Financial Services
Connecticut
$1.14M +$75.8K +2,385 +7%
RFN
249
RDA Financial Network
Iowa
$1.14M -$533K -16,749 -32%
CCP
250
Clarity Capital Partners
California
$1.12M -$150K -4,726 -12%