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FT Vest Fund of Buffer ETFs

262 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
262
Holders Change
+55
Holders Change %
+26.57%
% of All Funds
3.84%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
114
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
51
SimpliFi Inc
California
$9.73M 397,136
FHA
52
First Horizon Advisors
Tennessee
$9.66M 363,589 +218,710 +151%
TWP
53
Tower Wealth Partners
Pennsylvania
$9.58M 360,502 +30,216 +9%
BCM
54
Brookstone Capital Management
Illinois
$9.43M 355,032 +117,910 +50%
DA
55
Drake & Associates
Wisconsin
$9.05M 340,556 +9,483 +3%
SW
56
Schulz Wealth
Texas
$8.79M 330,707 +330,707 New
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$8.76M 329,736 +229,449 +229%
RWA
58
Redhawk Wealth Advisors
Minnesota
$8.22M 309,374 +309,374 New
KFI
59
Key Financial Inc
Pennsylvania
$7.76M 292,158 +21,560 +8%
GVAG
60
Great Valley Advisor Group
Delaware
$7.63M 287,248 +287,248 New
AAS
61
Avantax Advisory Services
Texas
$7.56M 284,706 +62,935 +28%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$7.44M 279,858 +10,243 +4%
WEG
63
World Equity Group
Illinois
$7.03M 263,594 +57,496 +28%
SS
64
Simplicity Solutions
Minnesota
$6.82M 256,493 +80,442 +46%
MWM
65
Meridian Wealth Management
Kentucky
$6.81M 256,235 +33,292 +15%
HWP
66
Hibernia Wealth Partners
Louisiana
$6.76M 254,308 +254,298 +2,542,980%
CAP
67
Columbia Advisory Partners
Washington
$6.41M 241,072 -10,645 -4%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$6.31M 237,346 +22,207 +10%
Renaissance Technologies
69
Renaissance Technologies
New York
$6.19M 232,991 +169,277 +266%
CF
70
Centaurus Financial
California
$6.14M 231,048 +17,078 +8%
TWM
71
Triton Wealth Management
Arizona
$6.1M 231,617 -35,901 -13%
KWM
72
Kingsview Wealth Management
Oregon
$5.94M 223,406 +32,260 +17%
HSWS
73
Higgins & Schmidt Wealth Strategies
Colorado
$5.91M 222,577 +222,577 New
CIA
74
Concurrent Investment Advisors
Florida
$5.89M 221,558 +221,558 New
SPIA
75
Steward Partners Investment Advisory
New York
$5.86M 220,487 +12,575 +6%