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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

285 hedge funds and large institutions have $3.18B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
148
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$163M
2
LPL Financial
LPL Financial
California
$696M
3
CA
Cetera Advisors
Colorado
$100M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$168M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.2M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.69M
2
AWA
Amplius Wealth Advisors
Pennsylvania
$12.4M
3
KV
Kickstand Ventures
New York
$365K
4
FIA
Foundations Investment Advisors
Arizona
$9.15M
5
PFS
Prospera Financial Services
Texas
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
276
Clear Point Advisors
New York
$28.9K +$280 +10 +1%
HBW
277
Hazlett, Burt & Watson
West Virginia
$11K – – –
HIA
278
Harbor Investment Advisory
Maryland
$10.3K – – –
RFG
279
REAP Financial Group
Texas
$7.35K +$7.35K +263 New
AFWM
280
Abich Financial Wealth Management
Virginia
$2.04K +$2.04K +73 New
KFS
281
Kelly Financial Services
Massachusetts
$1.48K +$1.48K +53 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$1.48K +$1.48K +53 New
RCM
283
Raleigh Capital Management
North Carolina
$839 +$839 +30 New
Bank of America
284
Bank of America
North Carolina
$559 +$559 +20 New
Fidelity Investments
285
Fidelity Investments
Massachusetts
$28 – – –
FA
286
FDx Advisors
Illinois
– -$11.9M -448,008 Closed
KA
287
Kure Advisory
Minnesota
– -$9.83M -369,905 Closed
WAAG
288
Wealth Alliance Advisory Group
Kansas
– -$7.44M -279,858 Closed
MWM
289
Meridian Wealth Management
Kentucky
– -$6.81M -256,235 Closed
BFA
290
Beacon Financial Advisory
Ohio
– -$3.05M -114,626 Closed
KA
291
Kovack Advisors
Florida
– -$2.44M -92,000 Closed
VA
292
Valmark Advisers
Ohio
– -$2.39M -89,974 Closed
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
– -$1.24M -46,483 Closed
PVI
294
Pine Valley Investments
New Jersey
– -$1.2M -45,218 Closed
AA
295
Ancora Advisors
Ohio
– -$1.12M -42,220 Closed
SWM
296
Scissortail Wealth Management
Oklahoma
– -$385K -14,188 Closed
CWM
297
Curi Wealth Management
North Carolina
– -$323K -12,149 Closed
WAM
298
Worth Asset Management
Texas
– -$306K -11,510 Closed
SPW
299
Sonoma Private Wealth
California
– -$295K -11,111 Closed
PWM
300
Prosperity Wealth Management
California
– -$258K -9,700 Closed
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