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FT Vest Fund of Buffer ETFs

347 hedge funds and large institutions have $4.4B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
5.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
45
Increased
197
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$3.12M +$437K +14,637 +16%
TRIA
152
Trail Ridge Investment Advisors
Colorado
$3.07M +$312K +10,396 +11%
FIM
153
Freedom Investment Management
Connecticut
$3.02M +$404K +13,518 +15%
CWA
154
Core Wealth Advisors
Florida
$3.01M +$362K +12,121 +14%
KA
155
Kovack Advisors
Florida
$2.95M +$340K +11,388 +13%
FCM
156
Family Capital Management
Michigan
$2.94M +$166K +5,558 +6%
TA
157
TFB Advisors
Kansas
$2.87M +$21.3K +713 +0.7%
OBWG
158
Onyx Bridge Wealth Group
New York
$2.86M -$5.02K -168 -0.2%
UWM
159
USAdvisors Wealth Management
Minnesota
$2.76M -$109K -3,642 -4%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$2.71M -$692K -23,152 -20%
PIA
161
Perennial Investment Advisors
California
$2.7M +$251K +8,398 +10%
GEA
162
Glen Eagle Advisors
New Jersey
$2.67M -$291K -9,720 -10%
GWP
163
Gateway Wealth Partners
Wisconsin
$2.66M +$115K +3,847 +5%
UCFA
164
United Capital Financial Advisors
Texas
$2.63M +$1.73M +57,818 +191%
KMWM
165
Keudell/Morrison Wealth Management
Oregon
$2.63M +$515K +17,228 +24%
SFP
166
Sweet Financial Partners
Minnesota
$2.55M -$123K -4,131 -5%
FHB
167
First Hawaiian Bank
Hawaii
$2.53M -$27.3K -915 -1%
VF
168
VitalStone Financial
Texas
$2.52M -$797K -26,649 -24%
PS
169
Principal Securities
Iowa
$2.52M +$1.09M +36,589 +77%
TSWM
170
Tyler-Stone Wealth Management
Ohio
$2.49M +$1.31M +43,920 +112%
CPBTD
171
Central Pacific Bank - Trust Division
Hawaii
$2.49M
MW
172
Maia Wealth
Colorado
$2.42M +$80.2K +2,670 +3%
SW
173
Simplicity Wealth
New Jersey
$2.41M -$11.3M -377,675 -82%
IA
174
IFP Advisors
Florida
$2.38M +$551K +18,421 +30%
FA
175
Flagstar Advisors
New York
$2.26M +$37.9K +1,269 +2%