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FT Vest Fund of Buffer ETFs

321 hedge funds and large institutions have $3.74B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 170 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+36
Holders Change %
+12.63%
% of All Funds
4.67%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
59
Increased
170
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
201
Private Advisory Group
Washington
$979K +$26.6K +920 +3%
WWM
202
Western Wealth Management
Colorado
$977K +$356K +12,305 +57%
WWM
203
Wagner Wealth Management
South Carolina
$969K -$1.09M -37,707 -53%
HWMO
204
Heritage Wealth Management (Ohio)
Ohio
$955K +$955K +32,785 New
PA
205
Pinnacle Associates
New York
$940K -$13K -450 -1%
CWM
206
Cornerstone Wealth Management
Missouri
$937K +$203K +7,019 +28%
SW
207
SteelPeak Wealth
California
$918K +$918K +31,750 New
EFS
208
Essex Financial Services
Connecticut
$918K +$161K +5,625 +21%
EWA
209
EverSource Wealth Advisors
Alabama
$911K +$100K +3,438 +12%
HIS
210
Harvest Investment Services
Illinois
$891K +$291K +10,057 +48%
AIFAIM
211
American Institute for Advanced Investment Management
Arizona
$881K +$616K +21,305 +232%
IWN
212
Independent Wealth Network
Iowa
$881K +$32.2K +1,113 +4%
UCFA
213
United Capital Financial Advisors
Texas
$876K +$876K +30,291 New
TA
214
TrueWealth Advisors
Alabama
$841K
CAM
215
Cozad Asset Management
Illinois
$828K +$199K +6,870 +32%
CAGAS
216
Capital Advisory Group Advisory Services
Minnesota
$826K +$255K +8,802 +45%
QCIG
217
Quad-Cities Investment Group
Iowa
$825K +$37.9K +1,310 +5%
EE
218
EWG Elevate
California
$803K +$463 +16 +0.1%
AWAP
219
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$786K -$8.18K -283 -1%
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
$784K +$784K +27,093 New
BF
221
BOK Financial
Oklahoma
$775K
PWMAG
222
Pinnacle Wealth Management Advisory Group
New Jersey
$775K -$13K -450 -2%
FA
223
FSA Advisors
Michigan
$765K -$8.38K -295 -1%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$756K +$756K +26,139 New
PCG
225
Prosperity Consulting Group
Maryland
$741K +$741K +25,639 New