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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 %
CWM
151
Cornerstone Wealth Management
Missouri
$497K +$497K +20,305 New
SWP
152
Summit Wealth Partners
Florida
$492K -$73.2K -2,989 -13%
JIP
153
Jaffetilchin Investment Partners
Florida
$491K -$1.98K -81 -0.4%
CA
154
Claro Advisors
Massachusetts
$485K -$125K -5,104 -20%
CAGAS
155
Capital Advisory Group Advisory Services
Minnesota
$484K -$58.8K -2,400 -11%
VA
156
Valmark Advisers
Ohio
$462K +$64.2K +2,622 +16%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$432K +$432K +17,635 New
LA
158
LexAurum Advisors
Kansas
$408K -$362K -14,797 -47%
AFP
159
Ausdal Financial Partners
Iowa
$372K
KDA
160
Kraft Davis & Associates
Missouri
$356K -$2.11M -87,093 -86%
HIS
161
Harvest Investment Services
Illinois
$355K -$72.6K -2,966 -17%
VWA
162
Visionary Wealth Advisors
Illinois
$328K +$328K +13,413 New
CAM
163
Cresset Asset Management
Illinois
$325K +$41.2K +1,681 +15%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$311K +$280K +11,449 +919%
Citadel Advisors
165
Citadel Advisors
Florida
$307K -$454K -18,541 -60%
NFG
166
Nations Financial Group
Iowa
$302K
BEI
167
Benjamin Edwards Inc
Missouri
$296K +$3.97K +162 +1%
FHA
168
Flagship Harbor Advisors
Massachusetts
$290K +$290K +11,850 New
FAIM
169
Financial Advocates Investment Management
Washington
$288K -$41.8K -1,705 -13%
QCIG
170
Quad-Cities Investment Group
Iowa
$283K +$283K +11,544 New
GSIAS
171
Garden State Investment Advisory Services
New Jersey
$278K +$29.4K +1,200 +12%
EWM
172
Echo Wealth Management
Minnesota
$276K +$276K +11,258 New
MFG
173
Merit Financial Group
Georgia
$266K +$266K +10,843 New
Morgan Stanley
174
Morgan Stanley
New York
$259K -$9.14K -373 -3%
FCM
175
Family Capital Management
Michigan
$234K +$234K +9,548 New