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FT Vest Fund of Buffer ETFs

431 hedge funds and large institutions have $5.81B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 182 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+5
Holders Change %
+1.17%
% of All Funds
5.78%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
51
Increased
182
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Apollon Wealth Management
South Carolina
$11.6M +$720K +22,648 +7%
TWM
77
Triton Wealth Management
Arizona
$11.4M +$11.4M +352,334 New
GVAG
78
Great Valley Advisor Group
Delaware
$11.2M -$9.2M -289,201 -45%
TWP
79
Tower Wealth Partners
Pennsylvania
$11.2M +$157K +4,935 +1%
GWM
80
Geneos Wealth Management
Colorado
$11.1M -$3.61M -113,452 -24%
PCG
81
Prosperity Consulting Group
Maryland
$11M +$2.12M +66,663 +24%
MCC
82
Money Concepts Capital
Florida
$10.5M -$1.31M -41,139 -11%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$10.2M +$630K +19,817 +7%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$10M -$4.3M -135,274 -30%
FNWA
85
Financial Network Wealth Advisors
Utah
$9.98M -$287K -9,011 -3%
SW
86
Schulz Wealth
Texas
$9.93M +$476K +14,960 +5%
SIM
87
SSI Investment Management
California
$9.17M -$2.26M -71,102 -20%
FFC
88
Frederick Financial Consultants
Maryland
$8.97M +$220K +6,905 +3%
SFS
89
Solitude Financial Services
Virginia
$8.95M +$540K +16,970 +6%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$8.57M -$23.6K -741 -0.3%
DA
91
Drake & Associates
Wisconsin
$8.45M -$4.6M -144,578 -35%
CIA
92
Concurrent Investment Advisors
Florida
$8.41M -$6.99M -219,724 -45%
RIA
93
Regal Investment Advisors
Michigan
$8.36M +$481K +15,136 +6%
WEG
94
World Equity Group
Illinois
$8.31M -$780K -24,544 -9%
TPWA
95
Twin Peaks Wealth Advisors
California
$8.19M +$165K +5,043 +2%
CA
96
CoreCap Advisors
Michigan
$8.04M -$217K -6,825 -3%
PCA
97
Pallas Capital Advisors
Massachusetts
$7.93M +$2.77M +86,976 +54%
PWM
98
PMG Wealth Management
Illinois
$7.85M +$483K +15,200 +7%
LWP
99
LeClair Wealth Partners
Ohio
$7.69M -$1.17M -36,788 -13%
GSWM
100
Golden State Wealth Management
California
$7.53M +$525K +16,504 +7%