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FT Vest Fund of Buffer ETFs

133 hedge funds and large institutions have $591M invested in FT Vest Fund of Buffer ETFs in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.15%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
28
Increased
58
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DA
26
Drake & Associates
Wisconsin
$6.05M +$6.05M +272,609 New
CAN
27
Cetera Advisor Networks
California
$5.84M +$301K +13,535 +5%
PAG
28
Private Advisory Group
Washington
$5.52M +$1.7M +76,510 +44%
OIA
29
OneDigital Investment Advisors
Kansas
$5.2M +$174K +7,821 +3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.86M +$4.86M +218,663 New
KPWS
31
Kestra Private Wealth Services
Texas
$4.61M -$2.67M -120,295 -37%
PGWM
32
Pitti Group Wealth Management
New York
$4.45M +$161K +7,258 +4%
LPL Financial
33
LPL Financial
California
$4.27M +$2.77M +124,563 +183%
TWM
34
Triton Wealth Management
Arizona
$4.18M -$159K -6,996 -4%
DP
35
Denver PWM
Colorado
$4.16M +$58.2K +2,622 +1%
SPC
36
Sigma Planning Corp
Michigan
$4.08M +$2.59M +116,469 +173%
FIM
37
Freedom Investment Management
Connecticut
$3.89M +$141K +6,342 +4%
T
38
TRUADVICE
Florida
$3.85M +$115K +5,020 +3%
KWM
39
Kingsview Wealth Management
Oregon
$3.73M +$367K +16,514 +11%
MWM
40
Meridian Wealth Management
Kentucky
$3.48M +$637K +28,680 +22%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.45M +$1.2M +54,144 +54%
RA
42
RiverTree Advisors
Florida
$3.4M +$3.4M +153,261 New
AC
43
AIFG Consultants
New York
$3.07M +$3.07M +138,252 New
TRIA
44
Trail Ridge Investment Advisors
Colorado
$2.87M +$150K +6,749 +6%
UWM
45
USAdvisors Wealth Management
Minnesota
$2.69M +$2.69M +121,174 New
MCC
46
Money Concepts Capital
Florida
$2.66M +$2.64M +118,645 +9,995%
MFS
47
Madrona Financial Services
Washington
$2.5M +$103K +4,635 +4%
IA
48
IFP Advisors
Florida
$2.49M -$2.35M -117,464 -49%
AAS
49
Ameritas Advisory Services
Nebraska
$2.33M -$3.49M -157,220 -60%
QA
50
Quantitative Advantage
Minnesota
$2.26M -$112K -5,059 -5%