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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

416 hedge funds and large institutions have $7.65B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+69
Holders Change %
+19.88%
% of All Funds
5.54%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.77%
New
88
Increased
208
Reduced
93
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.48B
2
Osaic Holdings
Osaic Holdings
Arizona
$271M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$312M
4
IAA
Independent Advisor Alliance
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$1.08B

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$14.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$42M
3
PGWM
Pitti Group Wealth Management
New York
$1.78M
4
MCC
Money Concepts Capital
Florida
$6.95M
5
FNWA
Financial Network Wealth Advisors
Utah
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
126
Prosperity Consulting Group
Maryland
$5.45M +$1.1M +36,103 +25%
FWA
127
FOCUS Wealth Advisors
Texas
$5.41M +$199K +6,527 +4%
IAN
128
Integrated Advisors Network
Texas
$5.4M +$498K +16,344 +10%
CIAS
129
Capital Investment Advisory Services
North Carolina
$5.31M -$1.2M -39,402 -18%
HIS
130
Harvest Investment Services
Illinois
$5.2M +$1.34M +44,036 +35%
SPIA
131
Steward Partners Investment Advisory
New York
$5.14M +$249K +8,183 +5%
SF
132
Seros Financial
Arizona
$5M +$5M +172,849 New
EMAM
133
Encompass More Asset Management
California
$4.91M +$580K +19,041 +13%
BAS
134
Breakthru Advisory Services
Wisconsin
$4.9M +$4.9M +160,916 New
CCG
135
Capital CS Group
California
$4.74M +$285K +9,366 +6%
IWM
136
Iams Wealth Management
Nebraska
$4.72M +$455K +14,933 +11%
LMKC
137
L.M. Kohn & Company
Ohio
$4.58M -$1.92K -63 -0%
SF
138
Synovus Financial
Georgia
$4.53M +$4.05K +133 +0.1%
FL
139
FreeGulliver LLC
Louisiana
$4.49M +$2.83M +92,866 +171%
CFGS
140
Concourse Financial Group Securities
Alabama
$4.44M +$197K +6,356 +5%
CPRC
141
Consolidated Portfolio Review Corp
New York
$4.44M +$306K +10,056 +7%
SWA
142
Stratos Wealth Advisors
Ohio
$4.43M -$756K -24,797 -15%
BRWA
143
B. Riley Wealth Advisors
Florida
$4.41M +$1.23M +40,410 +39%
TFGT
144
TS Financial Group (TSFG)
Illinois
$4.28M -$521K -17,103 -11%
CA
145
Cambridge Advisors
Nebraska
$4.26M +$260K +8,529 +6%
ACM
146
Andina Capital Management
Utah
$4.04M -$2.17M -71,263 -35%
PWA
147
PCG Wealth Advisors
Kansas
$3.89M +$91.4K +2,999 +2%
WS
148
Wedbush Securities
California
$3.8M +$88.4K +2,901 +2%
PVI
149
Pine Valley Investments
New Jersey
$3.76M +$369K +12,110 +11%
FPWM
150
Five Pine Wealth Management
Idaho
$3.75M +$3.75M +123,015 New
4 5
6
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