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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Howard Capital Management
Georgia
$3.16M +$3.09M +105,626 New
BRWA
152
B. Riley Wealth Advisors
Florida
$3.12M +$428K +14,637 +16%
TRIA
153
Trail Ridge Investment Advisors
Colorado
$3.07M +$304K +10,396 +11%
FIM
154
Freedom Investment Management
Connecticut
$3.02M +$395K +13,518 +15%
CWAF
155
Core Wealth Advisors (Florida)
Florida
$3.01M +$354K +12,121 +14%
KA
156
Kovack Advisors
Florida
$2.95M +$333K +11,388 +13%
FCM
157
Family Capital Management
Michigan
$2.94M +$162K +5,558 +6%
TA
158
TFB Advisors
Kansas
$2.87M +$20.8K +713 +0.7%
OBWG
159
Onyx Bridge Wealth Group
New York
$2.86M -$4.91K -168 -0.2%
UWM
160
USAdvisors Wealth Management
Minnesota
$2.76M -$106K -3,642 -4%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$2.71M -$677K -23,152 -20%
PIA
162
Perennial Investment Advisors
California
$2.7M +$245K +8,398 +10%
GEA
163
Glen Eagle Advisors
New Jersey
$2.67M -$284K -9,720 -10%
GWP
164
Gateway Wealth Partners
Wisconsin
$2.66M +$112K +3,847 +5%
NAS
165
NWF Advisory Services
California
$2.66M +$189K +6,460 +8%
UCFA
166
United Capital Financial Advisors
Texas
$2.63M +$1.69M +57,818 +191%
KMWM
167
Keudell/Morrison Wealth Management
Oregon
$2.63M +$503K +17,228 +24%
SFP
168
Sweet Financial Partners
Minnesota
$2.55M -$121K -4,131 -5%
FHB
169
First Hawaiian Bank
Hawaii
$2.53M -$26.7K -915 -1%
VF
170
VitalStone Financial
Texas
$2.52M -$779K -26,649 -24%
PS
171
Principal Securities
Iowa
$2.52M +$1.07M +36,589 +77%
TSWM
172
Tyler-Stone Wealth Management
Ohio
$2.49M +$1.28M +43,920 +112%
CPBTD
173
Central Pacific Bank - Trust Division
Hawaii
$2.49M
MW
174
Maia Wealth
Colorado
$2.42M +$78K +2,670 +3%
SW
175
Simplicity Wealth
New Jersey
$2.41M -$11M -377,675 -82%