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FT Vest Fund of Buffer ETFs

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
Name Holding Trade Value Shares
Change
Shares
Change %
PJWM
301
Philip James Wealth Mangement
Georgia
$565K -$4.12M -135,112 -88%
AF
302
Allworth Financial
California
$551K +$47.3K +1,524 +9%
AWP
303
Axis Wealth Partners
Rhode Island
$548K +$548K +17,995 New
SWP
304
Summit Wealth Partners
Florida
$543K -$14.9K -488 -3%
CP
305
Castleview Partners
Texas
$538K -$7.33K -241 -1%
HP
306
Holistic Planning
Texas
$498K +$182K +5,989 +58%
BTWM
307
Brass Tax Wealth Management
Ohio
$497K -$32.7K -1,073 -6%
SA
308
Sovran Advisors
California
$492K +$492K +16,189 New
LA
309
LexAurum Advisors
Kansas
$490K +$261K +8,556 +114%
BFS
310
BridgePort Financial Solutions
Iowa
$480K +$480K +15,724 New
LWM
311
Lighthouse Wealth Management
Ohio
$477K +$477K +15,642 New
LA
312
Lifeworks Advisors
Michigan
$475K +$31.8K +1,044 +7%
CG
313
Clarus Group
Texas
$472K -$56.3K -1,848 -11%
OL
314
Owen LaRue
Kentucky
$472K +$45.7K +1,500 +11%
BPA
315
Beacon Pointe Advisors
California
$472K +$14.6K +479 +3%
AWC
316
Adamsbrown Wealth Consultants
Kansas
$469K +$245K +8,046 +110%
AAS
317
Asset Allocation Strategies
Michigan
$456K +$456K +14,696 New
VCWM
318
Vista Cima Wealth Management
Arizona
$456K +$456K +14,968 New
JIP
319
Jaffetilchin Investment Partners
Florida
$437K -$45.2K -1,484 -9%
AWA
320
Arete Wealth Advisors
Illinois
$436K -$7.61K -250 -2%
FPWM
321
FSB Premier Wealth Management
Iowa
$423K +$211K +6,916 +99%
TAM
322
Tucker Asset Management
Colorado
$419K +$269K +8,818 +179%
ASN
323
Advisory Services Network
Georgia
$415K +$53.9K +1,770 +15%
PPP
324
Private Portfolio Partners
New Jersey
$413K +$92.9K +3,049 +29%
NAS
325
NWF Advisory Services
California
$398K +$398K +13,047 New