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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 %
IGWM
76
ICA Group Wealth Management
Colorado
$5.83M 219,402 +219,402 New
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$5.78M 217,364 +54,678 +34%
OIA
78
OneDigital Investment Advisors
Kansas
$5.66M 213,074 +27,726 +15%
PWM
79
Purus Wealth Management
California
$5.56M 209,158 -5,673 -3%
FF
80
Financial Futures
New Jersey
$5.41M 203,566 +203,566 New
OC
81
Oppenheimer & Co
New York
$5.36M 201,791 +16,641 +9%
PJWM
82
Philip James Wealth Mangement
Georgia
$5.27M 198,464 +198,464 New
CG
83
Clarus Group
Texas
$5.14M 193,542 -64,436 -25%
HWM
84
HFG Wealth Management
Texas
$4.99M 187,910 +187,910 New
VBFP
85
Valtinson Bruner Financial Planning
Minnesota
$4.99M 187,845 +17,342 +10%
CA
86
CoreCap Advisors
Michigan
$4.94M 185,757 +185,757 New
SIM
87
SSI Investment Management
California
$4.9M 184,366 +86 +0%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$4.86M 182,846 +47,185 +35%
VF
89
VitalStone Financial
Texas
$4.81M 181,182 -9,525 -5%
PWA
90
PCG Wealth Advisors
Kansas
$4.78M 179,715 +179,715 New
Mariner
91
Mariner
Kansas
$4.67M 175,618 +116,495 +197%
MCC
92
Money Concepts Capital
Florida
$3.97M 149,367 -128,698 -46%
SWP
93
Stratos Wealth Partners
Ohio
$3.96M 148,942 +71,601 +93%
DAS
94
Dynamic Advisor Solutions
Arizona
$3.92M 148,547 +42,634 +40%
AI
95
Atria Investments
North Carolina
$3.84M 144,392 +61,582 +74%
EMAM
96
Encompass More Asset Management
California
$3.83M 144,285 +144,285 New
CW
97
CreativeOne Wealth
Kansas
$3.82M 143,901 -63,492 -31%
LNC
98
Lincoln National Corp
Pennsylvania
$3.76M 141,363 +141,363 New
IA
99
IFG Advisory
Georgia
$3.71M 139,526 +23,717 +20%
FWA
100
FOCUS Wealth Advisors
Texas
$3.65M 137,530 +17,181 +14%