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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$301M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$104M
3
GIA
3
Gladstone Institutional Advisory
Florida
$26.5M
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$21.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$55.5M

Top Sellers

1
CAP
1
Columbia Advisory Partners
Washington
$6.16M
2
Jane Street
2
Jane Street
New York
$0
3
SHFP
3
Second Half Financial Partners
Florida
$0
4
AWA
4
Arkadios Wealth Advisors
Georgia
$17.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$3.32M +$3.32M +135,661 New
IAN
77
Integrated Advisors Network
Texas
$3.23M +$461K +18,808 +17%
TRIA
78
Trail Ridge Investment Advisors
Colorado
$3.22M +$434K +17,709 +16%
FIM
79
Freedom Investment Management
Connecticut
$3.15M -$558K -22,781 -15%
IF
80
Integrity Financial
Wyoming
$2.99M +$119K +4,879 +4%
FWA
81
FOCUS Wealth Advisors
Texas
$2.95M +$2.95M +120,349 New
IA
82
IFG Advisory
Georgia
$2.84M +$2.84M +115,809 New
CPRC
83
Consolidated Portfolio Review Corp
New York
$2.77M +$293K +11,953 +12%
UWM
84
USAdvisors Wealth Management
Minnesota
$2.75M +$297K +12,138 +12%
FHC
85
First Heartland Consultants
Missouri
$2.67M +$231K +9,415 +9%
AC
86
AIFG Consultants
New York
$2.64M +$718K +29,311 +37%
IA
87
IFP Advisors
Florida
$2.6M +$535K +21,857 +26%
DAS
88
Dynamic Advisor Solutions
Arizona
$2.59M +$114K +4,673 +5%
GEA
89
Glen Eagle Advisors
New Jersey
$2.57M +$1.89M +77,053 +276%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$2.57M -$107K -4,375 -4%
OBWG
91
Onyx Bridge Wealth Group
New York
$2.51M +$372K +15,170 +17%
PA
92
PSI Advisors
Florida
$2.49M +$2.21M +90,403 +795%
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$2.46M +$2.46M +100,287 New
MFS
94
Madrona Financial Services
Washington
$2.45M -$393K -16,060 -14%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$2.41M +$2.15M +87,652 +807%
NL
96
Navalign LLC
California
$2.37M +$168K +6,857 +8%
CFGS
97
Concourse Financial Group Securities
Alabama
$2.29M +$220K +8,988 +11%
CA
98
Cambridge Advisors
Nebraska
$2.25M +$1.04M +42,280 +85%
FHB
99
First Hawaiian Bank
Hawaii
$2.15M +$2.15M +87,647 New
TA
100
TFB Advisors
Kansas
$2.12M -$145K -5,935 -6%
2 3
4
5 6