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FT Vest Fund of Buffer ETFs

285 hedge funds and large institutions have $3.18B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
148
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
201
FSA Advisors
Michigan
$761K +$267K +9,559 +54%
QCIG
202
Quad-Cities Investment Group
Iowa
$761K +$428K +15,298 +128%
BF
203
BOK Financial
Oklahoma
$748K
EFS
204
Essex Financial Services
Connecticut
$739K +$230K +8,220 +45%
TSWM
205
Tyler-Stone Wealth Management
Ohio
$716K +$614K +21,955 +598%
CWM
206
Cornerstone Wealth Management
Missouri
$709K +$134K +4,799 +23%
FCM
207
Family Capital Management
Michigan
$693K +$392K +14,020 +130%
AWM
208
Axxcess Wealth Management
California
$665K +$665K +23,778 New
CAM
209
Cresset Asset Management
Illinois
$662K +$279K +9,990 +73%
CCP
210
Clarity Capital Partners
California
$637K +$155K +5,538 +32%
CAM
211
Cozad Asset Management
Illinois
$609K +$150K +5,373 +33%
WWM
212
Western Wealth Management
Colorado
$600K -$1.09M -39,106 -65%
EC
213
EdgeRock Capital
Colorado
$585K
HIS
214
Harvest Investment Services
Illinois
$580K +$136K +4,863 +31%
PCIA
215
Prime Capital Investment Advisors
Kansas
$562K +$419 +15 +0.1%
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$553K
SWP
217
Summit Wealth Partners
Florida
$540K -$3.78K -135 -0.7%
CA
218
Claro Advisors
Massachusetts
$520K +$520K +18,586 New
NFG
219
Nations Financial Group
Iowa
$519K +$153K +5,464 +42%
Citadel Advisors
220
Citadel Advisors
Florida
$498K +$498K +17,808 New
AFP
221
Ausdal Financial Partners
Iowa
$478K +$16.3K +583 +4%
SFS
222
Sowell Financial Services
Arkansas
$437K +$5.65K +202 +1%
JIP
223
Jaffetilchin Investment Partners
Florida
$427K -$182K -6,515 -30%
BPA
224
Beacon Pointe Advisors
California
$426K +$426K +15,251 New
Morgan Stanley
225
Morgan Stanley
New York
$397K -$321K -11,472 -45%