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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

416 hedge funds and large institutions have $7.65B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+69
Holders Change %
+19.88%
% of All Funds
5.54%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.77%
New
88
Increased
208
Reduced
93
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.48B
2
Osaic Holdings
Osaic Holdings
Arizona
$271M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$312M
4
IAA
Independent Advisor Alliance
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$1.08B

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$14.2M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$42M
3
PGWM
Pitti Group Wealth Management
New York
$1.78M
4
MCC
Money Concepts Capital
Florida
$6.95M
5
FNWA
Financial Network Wealth Advisors
Utah
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$2.78M +$58.8K +1,931 +2%
NF
177
Nvest Financial
New Hampshire
$2.74M +$2.74M +89,867 New
KMWM
178
Keudell/Morrison Wealth Management
Oregon
$2.73M +$51K +1,675 +2%
UWM
179
USAdvisors Wealth Management
Minnesota
$2.72M -$102K -3,342 -4%
GWP
180
Gateway Wealth Partners
Wisconsin
$2.7M -$11.7K -383 -0.4%
KWA
181
Kingswood Wealth Advisors
California
$2.65M +$1.71M +55,964 +181%
MW
182
Maia Wealth
Colorado
$2.62M +$130K +4,212 +5%
FA
183
Flagstar Advisors
New York
$2.56M +$262K +8,612 +11%
CPBTD
184
Central Pacific Bank - Trust Division
Hawaii
$2.54M – – –
FWP
185
Falcon Wealth Planning
California
$2.52M +$864K +28,368 +52%
AG
186
AmeriFlex Group
Nevada
$2.48M +$2.48M +79,908 New
FGG
187
Financial Guidance Group
Florida
$2.44M +$262K +8,605 +12%
Citadel Advisors
188
Citadel Advisors
Florida
$2.43M +$2.43M +79,704 New
PAS
189
PKS Advisory Services
New York
$2.43M +$2.43M +79,689 New
MWM
190
Maridea Wealth Management
New York
$2.41M +$2.41M +79,193 New
SFS
191
Symphony Financial Services
Ohio
$2.2M +$2.2M +72,250 New
HSWS
192
Higgins & Schmidt Wealth Strategies
Colorado
$2.18M -$5.11M -167,653 -70%
PA
193
Pinnacle Associates
New York
$2.17M +$1.25M +40,975 +135%
PTC
194
Private Trust Company
Ohio
$2.13M +$149K +4,893 +8%
FAIM
195
Financial Advocates Investment Management
Washington
$2.13M +$759K +24,900 +55%
WWM
196
WT Wealth Management
Arizona
$2.12M +$2.12M +69,721 New
SW
197
Simplicity Wealth
New Jersey
$2.12M -$339K -11,141 -14%
APWA
198
Atlas Private Wealth Advisors
New Jersey
$1.98M +$1.98M +64,964 New
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$1.88M -$107K -3,520 -5%
BIP
200
Blueprint Investment Partners
North Carolina
$1.8M +$1.01M +33,080 +128%
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