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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 %
WWA
176
WCG Wealth Advisors
Nevada
$1.54M +$656K +22,672 +74%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$171K +5,899 +13%
LSA
178
Lion Street Advisors
Texas
$1.45M +$314K +10,857 +28%
MFG
179
Merit Financial Group
Georgia
$1.44M -$7.06K -244 -0.5%
RFN
180
RDA Financial Network
Iowa
$1.41M +$463 +16 +0%
KWA
181
Kingswood Wealth Advisors
California
$1.4M +$417K +14,410 +42%
PS
182
Principal Securities
Iowa
$1.38M +$480K +16,596 +53%
IF
183
Intrua Financial
Texas
$1.34M +$2.78K +96 +0.2%
MA
184
Mutual Advisors
Nebraska
$1.32M +$61.4K +2,117 +5%
BBPWM
185
Blue Bell Private Wealth Management
Pennsylvania
$1.32M -$31.8K -1,100 -2%
PCA
186
Pallas Capital Advisors
Massachusetts
$1.24M +$4.89K +168 +0.4%
SCA
187
Snowden Capital Advisors
New York
$1.2M -$208K -7,177 -15%
AFP
188
Ausdal Financial Partners
Iowa
$1.19M +$695K +24,042 +141%
PAS
189
Park Avenue Securities
New York
$1.18M +$1.18M +40,856 New
TSWM
190
Tyler-Stone Wealth Management
Ohio
$1.14M +$395K +13,665 +53%
FAIM
191
Financial Advocates Investment Management
Washington
$1.12M -$230K -7,960 -17%
OFS
192
OneAscent Financial Services
Alabama
$1.1M +$1.1M +37,872 New
PWM
193
Perigon Wealth Management
California
$1.08M +$1.08M +37,503 New
GRP
194
Global Retirement Partners
California
$1.05M +$149K +5,137 +16%
DAS
195
Diversify Advisory Services
Utah
$1.05M +$1.05M +35,905 New
CCFM
196
Clear Creek Financial Management
Washington
$1.04M -$6.83K -237 -0.7%
LFG
197
Larson Financial Group
Missouri
$1.03M +$5.21K +180 +0.5%
AAP
198
Arax Advisory Partners
Colorado
$1M +$1M +34,725 New
SI
199
Stephens Inc
Arkansas
$1M -$48.2K -1,665 -5%
BAM
200
Belpointe Asset Management
Nevada
$1M +$43.4K +1,499 +5%
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