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FT Vest Fund of Buffer ETFs

285 hedge funds and large institutions have $3.18B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
148
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
151
Householder Group Estate & Retirement Specialist
Arizona
$2.4M +$909K +32,501 +61%
CPBTD
152
Central Pacific Bank - Trust Division
Hawaii
$2.35M +$2.35M +84,325 New
TA
153
TFB Advisors
Kansas
$2.26M +$116K +4,196 +5%
PIA
154
Perennial Investment Advisors
California
$2.24M +$681K +24,347 +44%
FHC
155
First Heartland Consultants
Missouri
$2.21M -$646K -23,112 -23%
MFS
156
Madrona Financial Services
Washington
$2.15M -$448K -16,038 -17%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$2.11M +$789K +28,204 +60%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$2.1M -$362K -12,964 -15%
WWM
159
Wagner Wealth Management
South Carolina
$1.99M +$1.99M +71,214 New
FA
160
Flagstar Advisors
New York
$1.96M +$322K +11,524 +20%
RC
161
Rovin Capital
Arizona
$1.93M +$1.26M +45,050 +189%
SFPG
162
Stonebridge Financial Planning Group
Florida
$1.88M +$483K +17,290 +35%
AWA
163
Acorn Wealth Advisors
Michigan
$1.75M +$670K +23,980 +62%
HAS
164
HBW Advisory Services
California
$1.72M
SOS
165
Silver Oak Securities
Tennessee
$1.67M +$166K +5,951 +11%
IWM
166
Iams Wealth Management
Nebraska
$1.61M -$1.49M -54,047 -48%
MCA
167
Magnolia Capital Advisors
Mississippi
$1.51M -$3.17K -116 -0.2%
IA
168
IFP Advisors
Florida
$1.46M -$379K -13,569 -21%
MFG
169
Merit Financial Group
Georgia
$1.4M +$449K +16,077 +47%
RFN
170
RDA Financial Network
Iowa
$1.37M -$20.2K -721 -1%
SCA
171
Snowden Capital Advisors
New York
$1.36M +$201K +7,186 +17%
FAIM
172
Financial Advocates Investment Management
Washington
$1.31M +$45.2K +1,617 +4%
PTC
173
Private Trust Company
Ohio
$1.3M +$321K +11,474 +33%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$1.3M +$627K +22,426 +93%
IF
175
Intrua Financial
Texas
$1.29M +$1.29M +46,311 New