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FT Vest Fund of Buffer ETFs

347 hedge funds and large institutions have $4.4B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
5.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
45
Increased
197
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$13.2M +$3.41M +113,986 +35%
PIS
52
POM Investment Strategies
North Carolina
$12.5M +$46.6K +1,558 +0.4%
SPC
53
Sigma Planning Corp
Michigan
$12.5M +$3.11M +103,987 +33%
BFG
54
Bleakley Financial Group
New Jersey
$12.2M +$1.51M +50,451 +14%
SFS
55
Solitude Financial Services
Virginia
$12.1M +$58K +1,941 +0.5%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$12M +$2.53M +84,525 +27%
PA
57
PSI Advisors
Florida
$11.5M -$260K -8,691 -2%
AI
58
Atria Investments
North Carolina
$11.5M +$8.24M +275,595 +253%
SI
59
SimpliFi Inc
California
$11.5M -$40.1K -1,341 -0.3%
DA
60
Drake & Associates
Wisconsin
$11.4M +$408K +13,651 +4%
WIM
61
WealthPlan Investment Management
Nebraska
$11.3M +$495K +16,568 +5%
TWP
62
Tower Wealth Partners
Pennsylvania
$11.1M -$658 -22 -0%
KFI
63
Key Financial Inc
Pennsylvania
$11.1M +$135K +4,514 +1%
PGWM
64
Pitti Group Wealth Management
New York
$11M
SB
65
Strategic Blueprint
Georgia
$11M +$1.61M +53,713 +17%
PFS
66
Prospera Financial Services
Texas
$11M -$9.93M -332,095 -47%
FHA
67
First Horizon Advisors
Tennessee
$10.8M +$221K +7,410 +2%
AAS
68
Avantax Advisory Services
Texas
$10.8M -$2.15M -72,052 -17%
CIA
69
Concurrent Investment Advisors
Florida
$10.7M -$54.3K -1,817 -0.5%
CAM
70
Concorde Asset Management
Michigan
$10.5M -$7.57M -253,369 -42%
IA
71
IFG Advisory
Georgia
$10.5M +$823K +27,540 +9%
HighTower Advisors
72
HighTower Advisors
Illinois
$10.4M -$5.16M -172,734 -33%
AFG
73
ABLE Financial Group
Arizona
$10.2M +$494K +16,539 +5%
SW
74
Schulz Wealth
Texas
$9.8M +$284K +9,494 +3%
MWM
75
Meridian Wealth Management
Kentucky
$9.7M +$460K +15,390 +5%