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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

321 hedge funds and large institutions have $3.74B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+36
Holders Change %
+12.63%
% of All Funds
4.67%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
59
Increased
170
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$855M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$212M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$156M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$48.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$105M

Top Sellers

1
AWA
Arkadios Wealth Advisors
Georgia
$2.91M
2
CWA
Centennial Wealth Advisory
Michigan
$14.7M
3
M1FG
Mach-1 Financial Group
Arkansas
$7.81M
4
Jane Street
Jane Street
New York
$0
5
IGWM
ICA Group Wealth Management
Colorado
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
151
Core Wealth Advisors
Florida
$2.57M +$2.57M +88,722 New
FIM
152
Freedom Investment Management
Connecticut
$2.54M -$227K -7,858 -8%
KA
153
Kovack Advisors
Florida
$2.53M +$2.53M +87,372 New
JCM
154
Jacobi Capital Management
Pennsylvania
$2.52M -$469K -16,221 -16%
FHB
155
First Hawaiian Bank
Hawaii
$2.48M -$59K -2,040 -2%
GWP
156
Gateway Wealth Partners
Wisconsin
$2.46M +$2.24M +77,450 +1,012%
CPBTD
157
Central Pacific Bank - Trust Division
Hawaii
$2.41M -$32.2K -1,115 -1%
PIA
158
Perennial Investment Advisors
California
$2.37M +$54.7K +1,893 +2%
MFS
159
Madrona Financial Services
Washington
$2.35M +$127K +4,391 +6%
MW
160
Maia Wealth
Colorado
$2.28M +$2.28M +77,989 New
FA
161
Flagstar Advisors
New York
$2.15M +$124K +4,294 +6%
Citadel Advisors
162
Citadel Advisors
Florida
$2.04M +$1.53M +52,870 +297%
KMWM
163
Keudell/Morrison Wealth Management
Oregon
$2.04M +$2.04M +70,654 New
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$1.99M -$190K -6,577 -9%
PVI
165
Pine Valley Investments
New Jersey
$1.96M +$1.96M +67,777 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$1.92M -$252K -8,720 -12%
VL
167
Vima LLC
Michigan
$1.77M +$1.77M +61,166 New
IA
168
IFP Advisors
Florida
$1.77M +$255K +8,833 +17%
BEI
169
Benjamin Edwards Inc
Missouri
$1.74M +$1.56M +53,770 +833%
MCA
170
Magnolia Capital Advisors
Mississippi
$1.65M +$53.7K +1,858 +3%
SOS
171
Silver Oak Securities
Tennessee
$1.65M -$84K -2,906 -5%
PTC
172
Private Trust Company
Ohio
$1.61M +$265K +9,150 +20%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.6M +$1.6M +55,245 New
RC
174
Rovin Capital
Arizona
$1.58M -$414K -14,323 -21%
FGG
175
Financial Guidance Group
Florida
$1.54M +$1.54M +53,280 New
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