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FT Vest Fund of Buffer ETFs

430 hedge funds and large institutions have $5.8B invested in FT Vest Fund of Buffer ETFs in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
5.77%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.66%
New
51
Increased
181
Reduced
150
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
201
Integrity Financial
Wyoming
$2.02M -$1.63M -51,109 -45%
MFG
202
Merit Financial Group
Georgia
$2.01M -$185K -5,827 -8%
MCM
203
MAI Capital Management
Ohio
$1.99M +$193K +6,067 +11%
PTC
204
Private Trust Company
Ohio
$1.94M -$714K -22,462 -27%
MOS
205
MGO One Seven
Ohio
$1.89M +$1.16M +36,343 +158%
RPSA
206
Richard P. Slaughter Associates
Texas
$1.83M -$502K -15,780 -21%
IWN
207
Independent Wealth Network
Iowa
$1.81M +$124K +3,902 +7%
PWM
208
Perigon Wealth Management
California
$1.8M +$571K +17,965 +46%
LSA
209
Lion Street Advisors
Texas
$1.8M +$68.8K +2,164 +4%
TA
210
TFB Advisors
Kansas
$1.79M -$828K -26,050 -32%
MCA
211
Magnolia Capital Advisors
Mississippi
$1.78M -$7.22K -227 -0.4%
GRP
212
Global Retirement Partners
California
$1.78M +$1.78M +56,041 New
TWP
213
Triad Wealth Partners
Kansas
$1.74M +$1.4M +44,035 +414%
KMWM
214
Keudell/Morrison Wealth Management
Oregon
$1.71M +$70.4K +2,215 +4%
KWA
215
Kingswood Wealth Advisors
California
$1.7M -$505K -15,881 -23%
PWM
216
Purus Wealth Management
California
$1.7M +$23K +724 +1%
CWM
217
Cornerstone Wealth Management
Missouri
$1.66M +$26.2K +825 +2%
DAS
218
Diversify Advisory Services
Utah
$1.64M -$28.8K -880 -2%
KIM
219
Kestra Investment Management
Texas
$1.6M +$817K +26,552 +104%
AF
220
Apollon Financial
South Carolina
$1.59M -$26K -819 -2%
NG
221
Novem Group
New York
$1.57M +$356K +11,188 +29%
PWP
222
Precedent Wealth Partners
Texas
$1.55M +$327K +10,287 +27%
DFA
223
DHJJ Financial Advisors
Illinois
$1.52M -$256K -8,042 -14%
UWM
224
USAdvisors Wealth Management
Minnesota
$1.5M -$1.02M -32,093 -40%
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$1.47M -$55.9K -1,759 -4%