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FT Vest Fund of Buffer ETFs

435 hedge funds and large institutions have $5.79B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 150 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
301
Leigh Baldwin & Co
New York
$745K
KG
302
Kilter Group
New York
$730K
PWM
303
Prosperity Wealth Management
California
$696K
CCFM
304
Clear Creek Financial Management
Washington
$693K
HP
305
Holistic Planning
Texas
$692K
ASN
306
Advisory Services Network
Georgia
$681K
BAM
307
Belpointe Asset Management
Nevada
$681K
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$675K
CAM
309
Cresset Asset Management
Illinois
$667K
HWM
310
HB Wealth Management
Georgia
$666K
NW
311
NewEdge Wealth
Pennsylvania
$657K
EC
312
EdgeRock Capital
Colorado
$652K
SWM
313
Spire Wealth Management
Virginia
$643K
SCM
314
Sollinda Capital Management
Florida
$624K
AWP
315
Axis Wealth Partners
Rhode Island
$622K
PIWA
316
Prevail Innovative Wealth Advisors
Kansas
$617K
AFG
317
ABLE Financial Group
Arizona
$581K
WCM
318
Winebrenner Capital Management
Kentucky
$579K
CP
319
Castleview Partners
Texas
$568K
AWC
320
Adamsbrown Wealth Consultants
Kansas
$565K
FFS
321
Founders Financial Securities
Maryland
$558K
BTWM
322
Brass Tax Wealth Management
Ohio
$555K
PCIA
323
Prime Capital Investment Advisors
Kansas
$554K
AssetMark Inc
324
AssetMark Inc
California
$545K
SWP
325
Summit Wealth Partners
Florida
$528K