BUFR icon

FT Vest Fund of Buffer ETFs

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
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Cambridge Advisors
Nebraska
$3.33M +$106K +3,795 +3%
SRA
127
Secured Retirement Advisors
Minnesota
$3.31M +$23K +822 +0.7%
BCI
128
Brinker Capital Investments
Pennsylvania
$3.24M -$168K -6,004 -5%
OPS
129
Orion Portfolio Solutions
Nebraska
$3.24M -$168K -6,004 -5%
LMKC
130
L.M. Kohn & Company
Ohio
$3.13M +$1.63M +58,400 +109%
CFGS
131
Concourse Financial Group Securities
Alabama
$3M +$184K +6,581 +7%
AC
132
AIFG Consultants
New York
$2.95M -$654K -23,379 -18%
JCM
133
Jacobi Capital Management
Pennsylvania
$2.89M +$2.28M +81,472 +372%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$2.84M +$70.2K +2,511 +3%
NL
135
Navalign LLC
California
$2.81M +$972K +34,747 +53%
UWM
136
USAdvisors Wealth Management
Minnesota
$2.81M -$92.1K -3,296 -3%
RIA
137
Regal Investment Advisors
Michigan
$2.79M +$2.79M +99,790 New
SF
138
Synovus Financial
Georgia
$2.78M +$501K +17,908 +22%
OMC
139
Old Mission Capital
Illinois
$2.77M +$2.77M +99,083 New
PG
140
Prostatis Group
Maryland
$2.72M -$378K -13,551 -12%
PWA
141
PCG Wealth Advisors
Kansas
$2.71M -$2.31M -82,712 -46%
AWM
142
Apollon Wealth Management
South Carolina
$2.7M +$1.65M +59,067 +158%
AWM
143
AE Wealth Management
Kansas
$2.69M -$78.2M -2,796,653 -97%
FHA
144
Flagship Harbor Advisors
Massachusetts
$2.67M +$780K +27,884 +41%
FIM
145
Freedom Investment Management
Connecticut
$2.67M -$823K -29,425 -24%
OBWG
146
Onyx Bridge Wealth Group
New York
$2.67M -$54.6K -1,966 -2%
GAA
147
Global Assets Advisory
Florida
$2.63M +$2.63M +73,403 New
WS
148
Wedbush Securities
California
$2.51M +$307K +10,967 +14%
SFP
149
Sweet Financial Partners
Minnesota
$2.47M -$11.5M -410,547 -82%
FHB
150
First Hawaiian Bank
Hawaii
$2.45M