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FT Vest Fund of Buffer ETFs

262 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+55
Holders Change %
+26.57%
% of All Funds
3.84%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
114
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
176
Merit Financial Group
Georgia
$901K +$613K +23,065 +213%
PAG
177
Private Advisory Group
Washington
$865K -$184K -6,940 -18%
PA
178
Pinnacle Associates
New York
$806K +$806K +30,335 New
ACA
179
Aptus Capital Advisors
Alabama
$738K +$716K +26,960 +3,308%
CFG
180
Cooper Financial Group
California
$729K +$78.6K +2,958 +12%
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$716K +$716K +26,960 New
BF
182
BOK Financial
Oklahoma
$712K
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$691K +$691K +26,000 New
SB
184
Strategic Blueprint
Georgia
$686K +$123K +4,643 +22%
Morgan Stanley
185
Morgan Stanley
New York
$682K +$401K +15,087 +143%
CP
186
Castleview Partners
Texas
$680K -$3.14K -118 -0.5%
AWAP
187
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$671K -$1.15M -43,321 -63%
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$642K +$452K +16,995 +237%
RC
189
Rovin Capital
Arizona
$633K +$34.4K +1,294 +6%
JCM
190
Jacobi Capital Management
Pennsylvania
$582K +$582K +21,888 New
JIP
191
Jaffetilchin Investment Partners
Florida
$579K +$45.7K +1,719 +9%
EC
192
EdgeRock Capital
Colorado
$569K +$569K +20,940 New
PS
193
Principal Securities
Iowa
$549K +$549K +20,652 New
CWM
194
Cornerstone Wealth Management
Missouri
$547K +$7.2K +271 +1%
PCIA
195
Prime Capital Investment Advisors
Kansas
$534K -$35.9K -1,350 -6%
WWA
196
WCG Wealth Advisors
Nevada
$528K +$528K +19,880 New
CAGAS
197
Capital Advisory Group Advisory Services
Minnesota
$525K
SWP
198
Summit Wealth Partners
Florida
$517K -$16.6K -626 -3%
TA
199
TrueWealth Advisors
Alabama
$510K +$510K +19,196 New
GRP
200
Global Retirement Partners
California
$505K -$838K -31,548 -62%