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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
+$117M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$59.5M
4
IAA
Independent Advisor Alliance
North Carolina
+$45.9M
5
LPL Financial
LPL Financial
California
+$41.9M

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
-$12.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$11.5M
3
PGWM
Pitti Group Wealth Management
New York
-$10.9M
4
MCC
Money Concepts Capital
Florida
-$10M
5
FNWA
Financial Network Wealth Advisors
Utah
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
276
Ameritas Investment Partners
Nebraska
$800K -$199K -6,538 -20%
SFS
277
Sowell Financial Services
Arkansas
$788K -$957K -31,397 -55%
Morgan Stanley
278
Morgan Stanley
New York
$787K +$20.8K +684 +3%
AWM
279
Axxcess Wealth Management
California
$787K +$33.1K +1,085 +4%
TC
280
Trilogy Capital
California
$754K +$60.6K +1,989 +9%
SFG
281
Synergy Financial Group
California
$737K +$79.6K +2,612 +12%
EE
282
EWG Elevate
California
$722K +$33.4K +1,095 +5%
KIM
283
Kestra Investment Management
Texas
$720K +$96.1K +3,155 +15%
HBW
284
Hazlett, Burt & Watson
West Virginia
$716K +$129K +4,227 +22%
BWP
285
Balboa Wealth Partners
Arizona
$715K +$715K +23,458 New
SEIA
286
Signature Estate & Investment Advisors
California
$709K +$175K +5,740 +33%
RWA
287
Redhawk Wealth Advisors
Minnesota
$705K +$69K +2,263 +11%
PPWM
288
Paragon Private Wealth Management
Kentucky
$694K +$694K +22,766 New
SFC
289
Strategic Financial Concepts
Texas
$676K +$380K +12,482 +129%
CAM
290
Cresset Asset Management
Illinois
$673K +$3.05K +100 +0.5%
JPMorgan Chase & Co
291
JPMorgan Chase & Co
New York
$670K +$39.6K +1,300 +6%
M1FG
292
Mach-1 Financial Group
Arkansas
$641K -$8.27M -271,352 -93%
EC
293
EdgeRock Capital
Colorado
$625K – – –
PCIA
294
Prime Capital Investment Advisors
Kansas
$621K – – –
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$620K -$1.43M -46,873 -70%
FWM
296
Foguth Wealth Management
Michigan
$606K +$205K +6,576 +51%
TWM
297
TCFG Wealth Management
California
$597K +$29.4K +964 +5%
PIWA
298
Prevail Innovative Wealth Advisors
Kansas
$591K +$591K +19,411 New
CPP
299
Capasso Planning Partners
South Carolina
$583K +$583K +19,136 New
PWM
300
Prosperity Wealth Management
California
$567K +$115K +3,786 +26%
10 11
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