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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
$271M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$312M
4
IAA
Independent Advisor Alliance
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$1.08B

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$14.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$42M
3
PGWM
Pitti Group Wealth Management
New York
$1.78M
4
MCC
Money Concepts Capital
Florida
$6.95M
5
FNWA
Financial Network Wealth Advisors
Utah
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
351
WESPAC Advisors SoCal
California
$305K -$12.2K -400 -4%
BF
352
BOK Financial
Oklahoma
$302K -$496K -16,350 -62%
SOS
353
Silver Oak Securities
Tennessee
$293K -$1.29M -42,384 -82%
FFS
354
Founders Financial Securities
Maryland
$288K +$288K +9,447 New
SIM
355
Synergy Investment Management
Florida
$287K +$287K +9,421 New
LI
356
LVZ Inc
Michigan
$286K +$286K +9,377 New
AWM
357
Accurate Wealth Management
Florida
$275K +$36.5K +1,195 +15%
WAM
358
Worth Asset Management
Texas
$274K +$7.62K +250 +3%
PWP
359
Pursue Wealth Partners
California
$273K – – –
CAL
360
Capital Analysts LLC
Pennsylvania
$271K +$32.6K +1,070 +14%
GSIAS
361
Garden State Investment Advisory Services
New Jersey
$270K – – –
CRWM
362
Castle Rock Wealth Management
California
$268K – – –
SAM
363
Secure Asset Management
Michigan
$268K +$268K +8,783 New
SWM
364
Spire Wealth Management
Virginia
$265K +$265K +8,691 New
CPIG
365
Chicago Partners Investment Group
Illinois
$257K – – –
CIG
366
Cascade Investment Group
Colorado
$254K – – –
CCG
367
Catalina Capital Group
California
$246K +$246K +8,059 New
RIS
368
Richmond Investment Services
Wisconsin
$236K +$236K +7,753 New
HWP
369
Heritage Wealth Partners
Ohio
$236K -$11.3K -370 -5%
WCM
370
Winebrenner Capital Management
Kentucky
$234K +$234K +7,692 New
ATPW
371
Ashton Thomas Private Wealth
Arizona
$234K -$5.21K -171 -2%
MAG
372
Mayfair Advisory Group
Alabama
$230K – – –
PFG
373
Prosperity Financial Group
California
$228K -$44.9K -1,475 -16%
MP
374
McDonald Partners
Ohio
$213K +$213K +7,000 New
FFS
375
Forge Financial Services
Oklahoma
$213K +$213K +6,854 New
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15
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