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FT Vest Fund of Buffer ETFs

207 hedge funds and large institutions have $1.5B invested in FT Vest Fund of Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+36
Holders Change %
+21.05%
% of All Funds
3.3%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.38%
New
44
Increased
112
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
126
Beacon Financial Advisory
Ohio
$1.08M +$581K +23,713 +116%
PVI
127
Pine Valley Investments
New Jersey
$1.04M +$47.1K +1,925 +5%
LMKC
128
L.M. Kohn & Company
Ohio
$1.04M +$262K +10,710 +34%
SCA
129
Snowden Capital Advisors
New York
$1.01M +$1.94K +79 +0.2%
PAG
130
Private Advisory Group
Washington
$967K -$448K -18,281 -32%
SI
131
Stephens Inc
Arkansas
$937K -$46.7K -1,907 -5%
LSA
132
Lion Street Advisors
Texas
$911K +$911K +37,195 New
MA
133
Mutual Advisors
Nebraska
$855K +$9.01K +368 +1%
LFG
134
Larson Financial Group
Missouri
$786K +$205K +8,355 +35%
AF
135
Advisornet Financial
Minnesota
$776K +$752K +30,692 +3,135%
GS
136
GTS Securities
New York
$766K +$766K +31,289 New
CCFM
137
Clear Creek Financial Management
Washington
$765K +$19.6K +800 +3%
HSA
138
HBK Sorce Advisory
Pennsylvania
$695K +$36.4K +1,485 +6%
WS
139
Wedbush Securities
California
$682K +$3.23K +132 +0.5%
BF
140
BOK Financial
Oklahoma
$645K +$12.1K +504 +2%
CP
141
Castleview Partners
Texas
$630K +$512K +20,895 +434%
SWA
142
Stratos Wealth Advisors
Ohio
$621K +$13.3K +542 +2%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$601K +$601K +24,549 New
CFG
144
Cooper Financial Group
California
$600K +$41.5K +1,695 +7%
RC
145
Rovin Capital
Arizona
$552K +$150K +6,120 +37%
PTC
146
Private Trust Company
Ohio
$536K +$486K +19,832 +967%
PCIA
147
Prime Capital Investment Advisors
Kansas
$525K -$20.8K -850 -4%
MAG
148
MRA Advisory Group
New Jersey
$520K -$680K -27,764 -57%
RIA
149
Regal Investment Advisors
Michigan
$519K +$163K +6,669 +46%
SB
150
Strategic Blueprint
Georgia
$519K -$24.6K -1,006 -5%