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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
276
Beacon Pointe Advisors
California
$449K +$49.6K +1,698 +13%
PWM
277
Prosperity Wealth Management
California
$443K +$433K +14,815 New
LA
278
Lifeworks Advisors
Michigan
$435K +$425K +14,543 New
AWA
279
Arete Wealth Advisors
Illinois
$434K -$2.05K -70 -0.5%
OL
280
Owen LaRue
Kentucky
$418K -$117K -4,000 -22%
SAW
281
Signal Advisors Wealth
Michigan
$404K +$395K +13,529 New
FWM
282
Foguth Wealth Management
Michigan
$385K +$377K +12,912 New
AR
283
Apeiron RIA
Texas
$365K +$117 +4 +0%
PFS
284
Prospect Financial Services
New York
$353K +$346K +11,825 New
LWL
285
Leo Wealth LLC
Texas
$343K +$336K +11,486 New
ASN
286
Advisory Services Network
Georgia
$342K
AFM
287
Armstrong Fleming & Moore
District of Columbia
$316K
DFA
288
Davies Financial Advisors
California
$315K -$375K -12,838 -55%
PPP
289
Private Portfolio Partners
New Jersey
$314K +$61.6K +2,107 +25%
WAS
290
WESPAC Advisors SoCal
California
$311K
HP
291
Holistic Planning
Texas
$309K +$302K +10,346 New
IAA
292
Independent Advisor Alliance
North Carolina
$309K +$72.3K +2,475 +31%
SFC
293
Strategic Financial Concepts
Texas
$290K -$5.43M -185,917 -95%
MCM
294
MAI Capital Management
Ohio
$281K +$2.75K +94 +1%
IAP
295
Indie Asset Partners
Indiana
$274K +$1.46K +50 +0.5%
PWP
296
Pursue Wealth Partners
California
$268K
PFG
297
Prosperity Financial Group
California
$268K
GSIAS
298
Garden State Investment Advisory Services
New Jersey
$265K
WAM
299
Worth Asset Management
Texas
$261K -$7.1K -243 -3%
CRWM
300
Castle Rock Wealth Management
California
$256K