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FT Vest Fund of Buffer ETFs

147 hedge funds and large institutions have $600M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
26
Increased
69
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
26
Tower Wealth Partners
Pennsylvania
$7.65M +$97.1K +4,136 +1%
DA
27
Drake & Associates
Wisconsin
$6.64M +$241K +10,283 +4%
CF
28
Centaurus Financial
California
$6.63M +$105K +4,473 +2%
CG
29
Clarus Group
Texas
$6.44M -$1.69M -72,015 -21%
TWM
30
Triton Wealth Management
Arizona
$6.31M +$1.84M +75,124 +41%
AAS
31
Ameritas Advisory Services
Nebraska
$6.18M +$3.71M +157,133 +150%
KPWS
32
Kestra Private Wealth Services
Texas
$6.01M +$1.13M +48,287 +23%
KFI
33
Key Financial Inc
Pennsylvania
$5.42M +$3.78M +161,063 +231%
OIA
34
OneDigital Investment Advisors
Kansas
$5.18M -$309K -13,167 -6%
LPL Financial
35
LPL Financial
California
$4.74M +$220K +9,359 +5%
PGWM
36
Pitti Group Wealth Management
New York
$4.68M -$30.6K -1,302 -0.6%
MWM
37
Meridian Wealth Management
Kentucky
$4.58M +$898K +38,267 +24%
DP
38
Denver PWM
Colorado
$4.42M +$3.23K +137 +0.1%
KAS
39
Kestra Advisory Services
Texas
$4.35M -$9.52M -405,563 -69%
KWM
40
Kingsview Wealth Management
Oregon
$4.27M +$328K +13,974 +8%
RA
41
RiverTree Advisors
Florida
$4.23M +$630K +26,831 +18%
AC
42
AIFG Consultants
New York
$4.11M +$860K +36,661 +27%
BCM
43
Brookstone Capital Management
Illinois
$4.09M +$3.8M +160,775 +1,345%
SPC
44
Sigma Planning Corp
Michigan
$3.92M -$395K -16,851 -9%
T
45
TRUADVICE
Florida
$3.89M -$103K -4,349 -3%
FIM
46
Freedom Investment Management
Connecticut
$3.88M -$234K -9,980 -6%
NA
47
NewEdge Advisors
Louisiana
$3.63M +$1.73M +73,936 +92%
TRIA
48
Trail Ridge Investment Advisors
Colorado
$3.37M +$338K +14,419 +11%
PAG
49
Private Advisory Group
Washington
$3.16M -$2.68M -114,047 -46%
UWM
50
USAdvisors Wealth Management
Minnesota
$2.71M -$131K -5,597 -5%