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FT Vest Fund of Buffer ETFs

347 hedge funds and large institutions have $4.4B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
5.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
45
Increased
197
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EMAM
126
Encompass More Asset Management
California
$4.24M -$2.15M -71,851 -34%
IWM
127
Iams Wealth Management
Nebraska
$4.19M +$1.52M +50,862 +57%
CFGS
128
Concourse Financial Group Securities
Alabama
$4.09M +$470K +15,724 +13%
CPRC
129
Consolidated Portfolio Review Corp
New York
$4.06M +$93.8K +3,137 +2%
AWA
130
Acorn Wealth Advisors
Michigan
$4.04M +$1.09M +36,531 +37%
MFS
131
Madrona Financial Services
Washington
$3.96M +$1.53M +51,314 +63%
OMC
132
Old Mission Capital
Illinois
$3.95M +$3.95M +132,181 New
JCM
133
Jacobi Capital Management
Pennsylvania
$3.94M +$1.34M +44,756 +51%
CA
134
Cambridge Advisors
Nebraska
$3.92M +$319K +10,657 +9%
AWM
135
AE Wealth Management
Kansas
$3.86M +$445K +14,900 +13%
AWA
136
Arkadios Wealth Advisors
Georgia
$3.86M +$851K +28,485 +28%
HIS
137
Harvest Investment Services
Illinois
$3.79M +$2.87M +95,936 +312%
Renaissance Technologies
138
Renaissance Technologies
New York
$3.77M -$2.41M -80,471 -39%
PWA
139
PCG Wealth Advisors
Kansas
$3.73M +$96.8K +3,239 +3%
WS
140
Wedbush Securities
California
$3.64M +$468K +15,666 +15%
SRA
141
Secured Retirement Advisors
Minnesota
$3.61M +$40.4K +1,351 +1%
IF
142
Integrity Financial
Wyoming
$3.6M -$83.4K -2,791 -2%
PG
143
Prostatis Group
Maryland
$3.59M +$334K +11,174 +10%
BCI
144
Brinker Capital Investments
Pennsylvania
$3.53M +$35.7K +1,196 +1%
OPS
145
Orion Portfolio Solutions
Nebraska
$3.53M +$35.7K +1,196 +1%
GWM
146
Geneos Wealth Management
Colorado
$3.36M +$2.93M +97,947 +681%
SFPG
147
Stonebridge Financial Planning Group
Florida
$3.33M +$577K +19,306 +21%
PVI
148
Pine Valley Investments
New Jersey
$3.32M +$1.3M +43,440 +64%
AFP
149
Ausdal Financial Partners
Iowa
$3.18M +$1.95M +65,201 +159%
HCM
150
Howard Capital Management
Georgia
$3.16M +$3.16M +105,626 New