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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Meridian Wealth Management
Kentucky
$9.7M +$450K +15,390 +5%
OC
77
Oppenheimer & Co
New York
$9.62M +$4.71M +161,050 +100%
RA
78
RiverTree Advisors
Florida
$9.42M -$388K -13,265 -4%
AWM
79
Apollon Wealth Management
South Carolina
$9.1M +$3.9M +133,351 +78%
TWM
80
Triton Wealth Management
Arizona
$9.06M -$14K -480 -0.2%
CF
81
Centaurus Financial
California
$8.79M -$167K -5,729 -2%
M1FG
82
Mach-1 Financial Group
Arkansas
$8.74M +$666K +22,776 +8%
CB
83
Chris Bulman
California
$8.61M -$1.13M -38,614 -12%
HAS
84
HBW Advisory Services
California
$8.33M +$5.37M +183,654 +193%
TPWA
85
Twin Peaks Wealth Advisors
California
$8.29M +$817K +27,953 +11%
KV
86
Kickstand Ventures
New York
$8.2M +$8.02M +274,501 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$8.2M +$671K +22,957 +9%
EA
88
Ergawealth Advisors
Illinois
$7.97M +$2.18M +74,691 +39%
NW
89
Naviter Wealth
Arkansas
$7.9M +$546K +18,687 +8%
WEG
90
World Equity Group
Illinois
$7.83M -$19.1K -655 -0.2%
CA
91
CoreCap Advisors
Michigan
$7.6M +$349K +11,950 +5%
CFG
92
Cooper Financial Group
California
$7.54M +$814K +27,865 +12%
OIA
93
OneDigital Investment Advisors
Kansas
$7.36M +$241K +8,241 +3%
SI
94
Stephens Inc
Arkansas
$7.21M +$6.04M +206,548 +595%
HSWS
95
Higgins & Schmidt Wealth Strategies
Colorado
$7.15M +$249K +8,536 +4%
BEI
96
Benjamin Edwards Inc
Missouri
$7.15M +$5.23M +178,821 +297%
RJA
97
Raymond James & Associates
Florida
$6.83M +$6.67M +228,352 New
RCAG
98
Rehmann Capital Advisory Group
Michigan
$6.65M +$970K +33,179 +18%
AAS
99
Ameritas Advisory Services
Nebraska
$6.65M +$426K +14,586 +7%
PWM
100
Purus Wealth Management
California
$6.5M +$212K +7,248 +3%