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FT Vest Fund of Buffer ETFs

171 hedge funds and large institutions have $996M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
32
Increased
87
Reduced
43
Closed
6
Calls
Puts
$3.56M
Net Calls
-$3.56M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$197K -$355K -14,148 -64%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$180K -$15.2K -606 -8%
PG
153
Prostatis Group
Maryland
$170K +$170K +97,637 New
CP
154
Castleview Partners
Texas
$121K -$541K -21,595 -82%
SWM
155
Sanctuary Wealth Management
Idaho
$117K +$117K +4,667 New
AWM
156
Atticus Wealth Management
Florida
$95.9K -$4.88K -195 -5%
UBS Group
157
UBS Group
Switzerland
$59.5K -$33.9K -1,353 -36%
PTC
158
Private Trust Company
Ohio
$51.3K +$23.3K +930 +83%
AIC
159
Archer Investment Corporation
Indiana
$44.5K
CFB
160
Cullen/Frost Bankers
Texas
$44.4K
ADL
161
Asset Dedication LLC
California
$42K
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$31.2K -$215K -8,584 -87%
AF
163
Advisornet Financial
Minnesota
$24.5K +$24.5K +979 New
RIA
164
Realta Investment Advisors
Delaware
$14.3K +$14.3K +570 New
AWM
165
Avior Wealth Management
Nebraska
$10.3K +$10.3K +412 New
HBW
166
Hazlett, Burt & Watson
West Virginia
$9K
CIAS
167
Capital Investment Advisory Services
North Carolina
$5.78K
SCA
168
Stonebridge Capital Advisors
Minnesota
$2.93K
IPW
169
Impact Partnership Wealth
Georgia
$2.73K +$2.73K +109 New
GRP
170
Global Retirement Partners
California
$2.43K +$2.43K +97 New
Wells Fargo
171
Wells Fargo
California
$1.2K +$826 +33 +220%
IWM
172
Iams Wealth Management
Nebraska
-$1.04M -44,713 Closed
LSA
173
Lion Street Advisors
Texas
-$972K -41,428 Closed
LNC
174
Lincoln National Corp
Pennsylvania
-$200K -8,523 Closed
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
-$15.1K -645 Closed