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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 %
LA
276
Lifeworks Advisors
Michigan
$435K +$435K +14,543 New
AWA
277
Arete Wealth Advisors
Illinois
$434K -$2.09K -70 -0.5%
OL
278
Owen LaRue
Kentucky
$418K -$120K -4,000 -22%
SAW
279
Signal Advisors Wealth
Michigan
$404K +$404K +13,529 New
FWM
280
Foguth Wealth Management
Michigan
$385K +$385K +12,912 New
AR
281
Apeiron RIA
Texas
$365K +$120 +4 +0%
PFS
282
Prospect Financial Services
New York
$353K +$353K +11,825 New
LWL
283
Leo Wealth LLC
Texas
$343K +$343K +11,486 New
ASN
284
Advisory Services Network
Georgia
$342K
AFM
285
Armstrong Fleming & Moore
District of Columbia
$316K
DFA
286
Davies Financial Advisors
California
$315K -$384K -12,838 -55%
PPP
287
Private Portfolio Partners
New Jersey
$314K +$63K +2,107 +25%
WAS
288
WESPAC Advisors SoCal
California
$311K
HP
289
Holistic Planning
Texas
$309K +$309K +10,346 New
IAA
290
Independent Advisor Alliance
North Carolina
$309K +$74K +2,475 +31%
SFC
291
Strategic Financial Concepts
Texas
$290K -$5.56M -185,917 -95%
MCM
292
MAI Capital Management
Ohio
$281K +$2.81K +94 +1%
IAP
293
Indie Asset Partners
Indiana
$274K +$1.49K +50 +0.5%
PWP
294
Pursue Wealth Partners
California
$268K
PFG
295
Prosperity Financial Group
California
$268K
GSIAS
296
Garden State Investment Advisory Services
New Jersey
$265K
WAM
297
Worth Asset Management
Texas
$261K -$7.26K -243 -3%
CRWM
298
Castle Rock Wealth Management
California
$256K
CPIG
299
Chicago Partners Investment Group
Illinois
$252K
CIG
300
Cascade Investment Group
Colorado
$249K