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FT Vest Fund of Buffer ETFs

207 hedge funds and large institutions have $1.5B invested in FT Vest Fund of Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
207
Holders Change
+36
Holders Change %
+21.05%
% of All Funds
3.3%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.38%
New
44
Increased
112
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RA
51
RiverTree Advisors
Florida
$6.21M 253,751 +24,080 +10%
CAP
52
Columbia Advisory Partners
Washington
$6.16M 251,717 -182,151 -42%
DP
53
Denver PWM
Colorado
$6.09M 249,416 +59,323 +31%
BCM
54
Brookstone Capital Management
Illinois
$5.79M 237,122 -92,118 -28%
MWM
55
Meridian Wealth Management
Kentucky
$5.46M 222,943 +19,506 +10%
AAS
56
Avantax Advisory Services
Texas
$5.43M 221,771 +89,558 +68%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$5.27M 215,139 +140,928 +190%
PWM
58
Purus Wealth Management
California
$5.26M 214,831 +426 +0.2%
CF
59
Centaurus Financial
California
$5.24M 213,970 +9,837 +5%
SPIA
60
Steward Partners Investment Advisory
New York
$5.09M 207,912 +10,137 +5%
CW
61
CreativeOne Wealth
Kansas
$5.08M 207,393 +137,436 +196%
WEG
62
World Equity Group
Illinois
$5.04M 206,098 +126,415 +159%
VF
63
VitalStone Financial
Texas
$4.78M 190,707 +190,707 New
KWM
64
Kingsview Wealth Management
Oregon
$4.68M 191,146 +4,871 +3%
OIA
65
OneDigital Investment Advisors
Kansas
$4.54M 185,348 -26,561 -13%
OC
66
Oppenheimer & Co
New York
$4.53M 185,150 +72,114 +64%
SIM
67
SSI Investment Management
California
$4.51M 184,280 +184,280 New
SS
68
Simplicity Solutions
Minnesota
$4.31M 176,051 +58,695 +50%
T
69
TRUADVICE
Florida
$4.2M 167,677 +4,315 +3%
VBFP
70
Valtinson Bruner Financial Planning
Minnesota
$4.18M 170,503 +32,320 +23%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$3.98M 162,686 +162,686 New
SPC
72
Sigma Planning Corp
Michigan
$3.79M 154,601 -12,336 -7%
PG
73
Prostatis Group
Maryland
$3.64M 149,342 +51,705 +53%
FHA
74
First Horizon Advisors
Tennessee
$3.55M 144,879 +144,879 New
IWM
75
Iams Wealth Management
Nebraska
$3.44M 140,293 +140,293 New