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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 %
EFS
201
Essex Financial Services
Connecticut
$484K +$484K +18,215 New
FA
202
FSA Advisors
Michigan
$469K +$469K +17,661 New
TFGT
203
TS Financial Group (TSFG)
Illinois
$459K +$459K +17,282 New
CCP
204
Clarity Capital Partners
California
$458K +$458K +17,245 New
AFP
205
Ausdal Financial Partners
Iowa
$438K +$34.2K +1,287 +8%
CAM
206
Cozad Asset Management
Illinois
$436K +$436K +16,398 New
HIS
207
Harvest Investment Services
Illinois
$422K +$36.1K +1,359 +9%
SFS
208
Sowell Financial Services
Arkansas
$410K +$410K +15,432 New
SWM
209
Scissortail Wealth Management
Oklahoma
$385K +$385K +14,188 New
CAM
210
Cresset Asset Management
Illinois
$364K +$11K +415 +3%
SAW
211
Signal Advisors Wealth
Michigan
$361K +$361K +13,599 New
WP
212
WealthSource Partners
California
$355K +$355K +13,360 New
NFG
213
Nations Financial Group
Iowa
$348K +$20.6K +775 +6%
AR
214
Apeiron RIA
Texas
$340K +$340K +12,802 New
CWM
215
Curi Wealth Management
North Carolina
$323K +$323K +12,149 New
QCIG
216
Quad-Cities Investment Group
Iowa
$317K +$10K +378 +3%
KWA
217
Kingswood Wealth Advisors
California
$310K +$310K +11,664 New
WAM
218
Worth Asset Management
Texas
$306K +$306K +11,510 New
SPW
219
Sonoma Private Wealth
California
$295K +$295K +11,111 New
DFA
220
DHJJ Financial Advisors
Illinois
$294K +$53.4K +2,009 +22%
FCM
221
Family Capital Management
Michigan
$286K +$32.6K +1,227 +13%
PWM
222
Prosperity Wealth Management
California
$258K +$258K +9,700 New
LA
223
LexAurum Advisors
Kansas
$258K -$185K -6,966 -42%
MCM
224
MAI Capital Management
Ohio
$248K
GSIAS
225
Garden State Investment Advisory Services
New Jersey
$235K -$66.4K -2,500 -22%