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FT Vest Fund of Buffer ETFs

207 hedge funds and large institutions have $1.5B invested in FT Vest Fund of Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+36
Holders Change %
+21.05%
% of All Funds
3.3%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.38%
New
44
Increased
112
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$233K +$24.7K +1,010 +12%
MCM
177
MAI Capital Management
Ohio
$228K +$228K +9,321 New
AWM
178
Axxcess Wealth Management
California
$227K +$227K +9,257 New
DFA
179
DHJJ Financial Advisors
Illinois
$222K -$4.29K -175 -2%
CRWM
180
Castle Rock Wealth Management
California
$217K
FPWM
181
FSB Premier Wealth Management
Iowa
$214K +$214K +8,745 New
PPP
182
Private Portfolio Partners
New Jersey
$214K +$214K +8,736 New
CAAS
183
Capital Asset Advisory Services
Michigan
$210K -$19.9K -800 -9%
MTWM
184
Masso Torrence Wealth Management
New Jersey
$206K -$138K -5,640 -40%
CPIG
185
Chicago Partners Investment Group
Illinois
$203K -$121 -5 -0.1%
CAL
186
Capital Analysts LLC
Pennsylvania
$191K -$953 -39 -0.5%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$176K +$367 +15 +0.2%
SWM
188
Sanctuary Wealth Management
Idaho
$135K +$20.4K +835 +18%
NS
189
NBC Securities
Alabama
$123K +$123K +5,030 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$110K +$105K +4,280 +1,853%
SOS
191
Silver Oak Securities
Tennessee
$80.9K -$424K -17,330 -84%
AWM
192
Atticus Wealth Management
Florida
$49.2K -$44.6K -1,822 -48%
CIA
193
Cape Investment Advisory
Georgia
$49K +$49K +2,000 New
AIC
194
Archer Investment Corporation
Indiana
$43.6K
CFB
195
Cullen/Frost Bankers
Texas
$43.4K
ADL
196
Asset Dedication LLC
California
$41K
WWM
197
Wolff Wiese Magana
California
$39K +$39K +1,591 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$30.5K +$30.5K +1,245 New
ACA
199
Aptus Capital Advisors
Alabama
$20K -$259K -10,567 -93%
RIA
200
Realta Investment Advisors
Delaware
$14.3K