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FT Vest Fund of Buffer ETFs

430 hedge funds and large institutions have $5.8B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
5.77%
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
181
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
126
Gallagher Fiduciary Advisors
Illinois
$5.69M -$1.41M -44,445 -20%
FWA
127
FOCUS Wealth Advisors
Texas
$5.61M +$34.1K +1,071 +0.6%
FHC
128
First Heartland Consultants
Missouri
$5.61M +$2.23M +70,045 +66%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$5.57M -$1.78M -56,016 -24%
SCM
130
SCS Capital Management
Massachusetts
$5.36M -$2.25M -70,736 -30%
CWA
131
Core Wealth Advisors
Florida
$5.32M +$792K +24,896 +17%
WWM
132
Western Wealth Management
Colorado
$5.23M -$152K -4,768 -3%
LMKC
133
L.M. Kohn & Company
Ohio
$5.14M -$20.6K -648 -0.4%
AWA
134
Arkadios Wealth Advisors
Georgia
$5M +$650K +20,428 +15%
BRWA
135
B. Riley Wealth Advisors
Florida
$4.95M +$4.95M +155,816 New
CPRC
136
Consolidated Portfolio Review Corp
New York
$4.88M +$276K +8,666 +6%
BAS
137
Breakthru Advisory Services
Wisconsin
$4.78M
SWA
138
Stratos Wealth Advisors
Ohio
$4.76M +$47.2K +1,484 +1%
WS
139
Wedbush Securities
California
$4.69M +$268K +8,422 +6%
CA
140
Cambridge Advisors
Nebraska
$4.66M +$117K +3,671 +3%
FAIM
141
Financial Advocates Investment Management
Washington
$4.41M +$2.11M +66,357 +92%
CFD
142
Creative Financial Designs
Indiana
$4.13M +$50.6K +1,590 +1%
WWA
143
WCG Wealth Advisors
Nevada
$4.13M +$2.19M +68,851 +113%
CPBTD
144
Central Pacific Bank - Trust Division
Hawaii
$4.1M -$968K -30,445 -19%
SFPG
145
Stonebridge Financial Planning Group
Florida
$3.99M +$111K +3,495 +3%
IWM
146
Iams Wealth Management
Nebraska
$3.98M -$1.48M -46,686 -27%
TRIA
147
Trail Ridge Investment Advisors
Colorado
$3.91M -$792K -24,498 -17%
MWM
148
Maridea Wealth Management
New York
$3.87M +$1.47M +46,314 +61%
PA
149
Prism Advisors
California
$3.86M +$3.86M +121,407 New
KFGK
150
Keystone Financial Group (Kentucky)
Kentucky
$3.86M -$1.36M -42,766 -26%