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FT Vest Fund of Buffer ETFs

147 hedge funds and large institutions have $600M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
26
Increased
69
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
126
DHJJ Financial Advisors
Illinois
$207K +$207K +8,815 New
AIP
127
Ameritas Investment Partners
Nebraska
$206K +$13.5K +575 +7%
BFA
128
Beacon Financial Advisory
Ohio
$205K +$205K +8,742 New
LNC
129
Lincoln National Corp
Pennsylvania
$200K +$200K +8,523 New
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$182K -$15.9K -676 -8%
BEI
131
Benjamin Edwards Inc
Missouri
$146K -$445 -19 -0.3%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$143K +$143K +6,111 New
AWM
133
Atticus Wealth Management
Florida
$94.5K +$94.5K +4,025 New
UBS Group
134
UBS Group
Switzerland
$87.5K +$87.5K +3,730 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$59.6K +$617 +26,271 +1%
ASN
136
Advisory Services Network
Georgia
$53.9K +$53.9K +2,296 New
AIC
137
Archer Investment Corporation
Indiana
$41.8K
CFB
138
Cullen/Frost Bankers
Texas
$41.6K +$41.6K +1,772 New
ADL
139
Asset Dedication LLC
California
$39K
PTC
140
Private Trust Company
Ohio
$26.3K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$15.1K +$15.1K +645 New
HBW
142
Hazlett, Burt & Watson
West Virginia
$9K +$9K +369 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$5.42K
SCA
144
Stonebridge Capital Advisors
Minnesota
$2.75K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$1.01K
Wells Fargo
146
Wells Fargo
California
$352
BAM
147
Belpointe Asset Management
Nevada
$211
SG
148
StoneX Group
New York
-$1.91M -85,816 Closed
SVWAG
149
Sound View Wealth Advisors Group
Georgia
-$1.75M -66,009 Closed
Goldman Sachs
150
Goldman Sachs
New York
-$1.14M -51,484 Closed