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FT Vest Fund of Buffer ETFs

321 hedge funds and large institutions have $3.74B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
321
Holders Change
+36
Holders Change %
+12.63%
% of All Funds
4.67%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
59
Increased
170
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
51
Solitude Financial Services
Virginia
$11.7M +$500K +17,281 +4%
PA
52
PSI Advisors
Florida
$11.4M +$400K +13,830 +4%
IP
53
Ignite Planners
California
$11.2M +$6.48M +222,530 +136%
SI
54
SimpliFi Inc
California
$11.2M -$103K -3,575 -0.9%
PGWM
55
Pitti Group Wealth Management
New York
$11M -$1.7K -64 -0%
TWP
56
Tower Wealth Partners
Pennsylvania
$10.7M +$262K +9,075 +3%
DA
57
Drake & Associates
Wisconsin
$10.7M +$166K +5,757 +2%
KFI
58
Key Financial Inc
Pennsylvania
$10.6M +$1.65M +57,066 +18%
CIA
59
Concurrent Investment Advisors
Florida
$10.4M +$598K +20,662 +6%
WIM
60
WealthPlan Investment Management
Nebraska
$10.4M -$204K -7,057 -2%
BFG
61
Bleakley Financial Group
New Jersey
$10.4M +$2.12M +73,348 +26%
FHA
62
First Horizon Advisors
Tennessee
$10.2M -$293K -10,148 -3%
EH
63
Equitable Holdings
New York
$9.63M +$3.27M +113,143 +51%
RA
64
RiverTree Advisors
Florida
$9.5M -$290K -10,011 -3%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$9.48M +$1.38M +47,771 +17%
CB
66
Chris Bulman
California
$9.45M +$9.45M +326,834 New
AFG
67
ABLE Financial Group
Arizona
$9.42M +$697K +24,107 +8%
IA
68
IFG Advisory
Georgia
$9.34M +$1.95M +67,451 +26%
CW
69
CreativeOne Wealth
Kansas
$9.29M +$568K +19,624 +7%
SW
70
Schulz Wealth
Texas
$9.21M -$87.6K -3,029 -0.9%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$9.13M +$1.64M +56,704 +22%
SPC
72
Sigma Planning Corp
Michigan
$9.11M +$1.51M +52,178 +20%
SB
73
Strategic Blueprint
Georgia
$9.11M +$532K +18,398 +6%
SA
74
Sanctuary Advisors
Indiana
$9.1M +$9.1M +327,421 New
MWM
75
Meridian Wealth Management
Kentucky
$8.94M +$8.94M +309,014 New