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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 %
WWM
176
Western Wealth Management
Colorado
$2.24M +$1.23M +41,055 +122%
FGG
177
Financial Guidance Group
Florida
$2.14M +$548K +18,335 +34%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$2.01M +$466K +15,585 +30%
RC
179
Rovin Capital
Arizona
$1.99M +$355K +11,890 +22%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$1.95M -$40.3K -1,349 -2%
PTC
181
Private Trust Company
Ohio
$1.95M +$277K +9,270 +17%
FHC
182
First Heartland Consultants
Missouri
$1.87M -$467K -15,620 -20%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$1.84M -$218K -7,294 -11%
WWA
184
WCG Wealth Advisors
Nevada
$1.8M +$212K +7,106 +13%
VL
185
Vima LLC
Michigan
$1.75M -$83.1K -2,780 -5%
FL
186
FreeGulliver LLC
Louisiana
$1.63M +$1.63M +54,402 New
FWP
187
Falcon Wealth Planning
California
$1.62M +$1.62M +54,182 New
GWSG
188
GPS Wealth Strategies Group
Colorado
$1.58M +$1.33M +44,590 +548%
MCA
189
Magnolia Capital Advisors
Mississippi
$1.57M -$133K -4,463 -8%
SOS
190
Silver Oak Securities
Tennessee
$1.55M -$147K -4,935 -9%
SFS
191
Sowell Financial Services
Arkansas
$1.55M +$1.55M +57,255 New
RFN
192
RDA Financial Network
Iowa
$1.51M +$46.1K +1,543 +3%
LSA
193
Lion Street Advisors
Texas
$1.5M +$4.51K +151 +0.3%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$1.42M +$57.1K +1,909 +4%
GRP
195
Global Retirement Partners
California
$1.38M +$296K +9,900 +27%
MA
196
Mutual Advisors
Nebraska
$1.37M +$6.7K +223 +0.5%
DAS
197
Diversify Advisory Services
Utah
$1.37M +$289K +9,592 +27%
PAS
198
Park Avenue Securities
New York
$1.37M +$147K +4,916 +12%
C
199
CEDRUS
Colorado
$1.35M +$874K +29,224 +184%
FAIM
200
Financial Advocates Investment Management
Washington
$1.34M +$182K +6,103 +16%