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FT Vest Fund of Buffer ETFs

171 hedge funds and large institutions have $996M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
32
Increased
87
Reduced
43
Closed
6
Calls
Puts
$3.56M
Net Calls
-$3.56M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CAP
26
Columbia Advisory Partners
Washington
$10.9M +$908K +36,249 +9%
SI
27
SimpliFi Inc
California
$10.5M -$16.4K -653 -0.2%
GFG
28
Goldstone Financial Group
Illinois
$9.61M +$9.61M +383,636 New
TWP
29
Tower Wealth Partners
Pennsylvania
$8.22M +$58.1K +2,319 +0.7%
BCM
30
Brookstone Capital Management
Illinois
$8.16M +$3.88M +156,509 +91%
DA
31
Drake & Associates
Wisconsin
$8.12M +$1.04M +41,337 +15%
CG
32
Clarus Group
Texas
$7.25M +$375K +14,980 +5%
KPWS
33
Kestra Private Wealth Services
Texas
$7.14M +$735K +29,354 +11%
WIM
34
WealthPlan Investment Management
Nebraska
$7.13M -$3.4M -135,205 -32%
PGWM
35
Pitti Group Wealth Management
New York
$6.81M +$1.83M +72,952 +37%
NP
36
NorthRock Partners
Minnesota
$6.72M -$1.75M -69,853 -21%
TWM
37
Triton Wealth Management
Arizona
$6.6M +$59.3K +2,340 +0.9%
KFI
38
Key Financial Inc
Pennsylvania
$6.57M +$786K +31,374 +14%
CAM
39
Concorde Asset Management
Michigan
$6.54M +$6.54M +261,150 New
RA
40
RiverTree Advisors
Florida
$5.75M +$1.24M +49,579 +28%
PWM
41
Purus Wealth Management
California
$5.37M +$5.37M +214,405 New
MCC
42
Money Concepts Capital
Florida
$5.33M +$4.98M +198,797 +1,394%
OIA
43
OneDigital Investment Advisors
Kansas
$5.31M -$224K -8,930 -4%
CF
44
Centaurus Financial
California
$5.11M -$1.96M -78,150 -28%
MWM
45
Meridian Wealth Management
Kentucky
$5.09M +$210K +8,389 +4%
SPIA
46
Steward Partners Investment Advisory
New York
$4.95M +$3.36M +134,104 +211%
DP
47
Denver PWM
Colorado
$4.76M +$67.2K +2,684 +1%
KWM
48
Kingsview Wealth Management
Oregon
$4.66M +$114K +4,536 +2%
PAG
49
Private Advisor Group
New Jersey
$4.26M +$4.26M +170,048 New
SPC
50
Sigma Planning Corp
Michigan
$4.18M +$125 +5 +0%