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FT Vest Fund of Buffer ETFs

347 hedge funds and large institutions have $4.4B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+26
Holders Change %
+8.1%
% of All Funds
5.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
45
Increased
197
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
201
Snowden Capital Advisors
New York
$1.32M +$81.4K +2,723 +7%
PCA
202
Pallas Capital Advisors
Massachusetts
$1.3M +$22.1K +736 +2%
MFG
203
Merit Financial Group
Georgia
$1.29M -$197K -6,601 -13%
Jane Street
204
Jane Street
New York
$1.2M +$1.2M +40,191 New
CWM
205
Cornerstone Wealth Management
Missouri
$1.16M +$194K +6,492 +20%
PWM
206
Perigon Wealth Management
California
$1.16M +$36.4K +1,219 +3%
PWMAG
207
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M +$353K +11,800 +44%
AF
208
Apollon Financial
South Carolina
$1.14M +$739K +24,714 +184%
FA
209
FSA Advisors
Michigan
$1.14M +$353K +12,066 +45%
PPWM
210
Perissos Private Wealth Management
Oklahoma
$1.13M +$723K +24,189 +176%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.13M +$1.13M +38,000 New
BFWM
212
Bright Futures Wealth Management
New York
$1.1M +$1.1M +36,652 New
KFGK
213
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$1.09M +36,540 New
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$1.08M +$226K +7,551 +26%
AAP
215
Arax Advisory Partners
Colorado
$1.07M +$35.9K +1,200 +3%
AIFAIM
216
American Institute for Advanced Investment Management
Arizona
$1.06M +$146K +4,890 +16%
CCFM
217
Clear Creek Financial Management
Washington
$1.05M -$24.3K -814 -2%
LFG
218
Larson Financial Group
Missouri
$1.05M -$10.5K -350 -1%
KWS
219
Keystone Wealth Services
California
$1.04M +$1.04M +34,953 New
PAG
220
Private Advisory Group
Washington
$1.04M +$27.2K +911 +3%
SPI
221
Santori & Peters Inc
Pennsylvania
$1.04M +$1.04M +34,638 New
BAM
222
Belpointe Asset Management
Nevada
$1.03M -$3.02K -101 -0.3%
NCFG
223
New Century Financial Group
New Jersey
$1.03M +$1.03M +34,294 New
IWN
224
Independent Wealth Network
Iowa
$1.01M +$103K +3,454 +11%
EFS
225
Essex Financial Services
Connecticut
$1M +$38.3K +1,270 +4%