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FT Vest Fund of Buffer ETFs

262 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+55
Holders Change %
+26.57%
% of All Funds
3.84%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
114
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
151
Perennial Investment Advisors
California
$1.48M +$1.48M +55,730 New
BRWA
152
B. Riley Wealth Advisors
Florida
$1.46M +$262K +9,876 +22%
PCA
153
Pallas Capital Advisors
Massachusetts
$1.44M -$679K -25,549 -32%
SOS
154
Silver Oak Securities
Tennessee
$1.43M +$1.34M +50,582 +1,531%
LMKC
155
L.M. Kohn & Company
Ohio
$1.42M +$296K +11,137 +26%
HGERS
156
Householder Group Estate & Retirement Specialist
Arizona
$1.41M +$760K +28,618 +117%
SFPG
157
Stonebridge Financial Planning Group
Florida
$1.33M +$1.33M +49,890 New
RFN
158
RDA Financial Network
Iowa
$1.32M -$76.6K -2,884 -5%
Jane Street
159
Jane Street
New York
$1.29M +$1.29M +48,462 New
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M +$33.6K +1,266 +3%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$1.25M +$784K +29,502 +167%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.24M +$1.24M +46,483 New
PVI
163
Pine Valley Investments
New Jersey
$1.2M +$71.7K +2,700 +6%
FAIM
164
Financial Advocates Investment Management
Washington
$1.2M +$887K +33,386 +284%
AA
165
Ancora Advisors
Ohio
$1.12M +$1.12M +42,220 New
SCA
166
Snowden Capital Advisors
New York
$1.1M
CIAS
167
Capital Investment Advisory Services
North Carolina
$1.06M +$939K +35,330 +783%
MA
168
Mutual Advisors
Nebraska
$1.04M +$115K +4,315 +12%
LSA
169
Lion Street Advisors
Texas
$1.04M +$53K +1,995 +5%
AWA
170
Acorn Wealth Advisors
Michigan
$1.03M +$1.03M +38,787 New
SI
171
Stephens Inc
Arkansas
$1.01M -$8.5K -320 -0.8%
AWM
172
Apollon Wealth Management
South Carolina
$993K +$993K +37,377 New
CCFM
173
Clear Creek Financial Management
Washington
$965K +$136K +5,145 +16%
LFG
174
Larson Financial Group
Missouri
$938K +$84.9K +3,195 +10%
PTC
175
Private Trust Company
Ohio
$935K +$353K +13,296 +61%