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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

285 hedge funds and large institutions have $3.18B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
148
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$163M
2
LPL Financial
2
LPL Financial
California
$696M
3
CA
3
Cetera Advisors
Colorado
$100M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$168M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$69.2M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.69M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$12.4M
3
KV
3
Kickstand Ventures
New York
$365K
4
FIA
4
Foundations Investment Advisors
Arizona
$9.15M
5
PFS
5
Prospera Financial Services
Texas
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
101
SSI Investment Management
California
$5.18M +$21.8K +780 +0.4%
LNC
102
Lincoln National Corp
Pennsylvania
$5.01M +$1.05M +37,729 +27%
CCG
103
Capital CS Group
California
$4.8M +$2.26M +80,769 +89%
TFGT
104
TS Financial Group (TSFG)
Illinois
$4.66M +$4.18M +149,344 +864%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$4.66M +$2.26M +80,652 +94%
FWA
106
FOCUS Wealth Advisors
Texas
$4.6M +$753K +26,927 +20%
IP
107
Ignite Planners
California
$4.56M +$2.98M +106,906 +190%
NEWAS
108
N.E.W. Advisory Services
Wisconsin
$4.42M -$4.8M -171,641 -52%
DAS
109
Dynamic Advisor Solutions
Arizona
$4.4M +$246K +8,793 +6%
VF
110
VitalStone Financial
Texas
$4.33M -$741K -26,491 -15%
OC
111
Oppenheimer & Co
New York
$4.24M -$1.41M -50,266 -25%
AAS
112
Ameritas Advisory Services
Nebraska
$4.09M +$728K +26,140 +22%
AI
113
Atria Investments
North Carolina
$4.02M -$12.2K -437 -0.3%
SWA
114
Stratos Wealth Advisors
Ohio
$3.94M +$1.51M +54,038 +62%
GEA
115
Glen Eagle Advisors
New Jersey
$3.92M +$409K +14,615 +12%
CIAS
116
Capital Investment Advisory Services
North Carolina
$3.76M +$2.65M +94,643 +238%
TRIA
117
Trail Ridge Investment Advisors
Colorado
$3.73M +$186K +6,655 +5%
AF
118
Advisornet Financial
Minnesota
$3.71M +$605K +21,629 +19%
DFA
119
Davies Financial Advisors
California
$3.58M +$3.58M +128,054 New
ACM
120
Andina Capital Management
Utah
$3.57M +$3.57M +127,639 New
RCAG
121
Rehmann Capital Advisory Group
Michigan
$3.5M +$1.64M +58,632 +88%
ECG
122
Edge Capital Group
Georgia
$3.48M +$943K +33,726 +37%
IF
123
Integrity Financial
Wyoming
$3.45M -$206K -7,365 -6%
CPRC
124
Consolidated Portfolio Review Corp
New York
$3.44M -$126K -4,494 -4%
PI
125
PFG Investments
New York
$3.44M +$3.44M +122,884 New
3 4
5
6 7