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FT Vest Fund of Buffer ETFs
BUFR

Overview Fund Activity

416 hedge funds and large institutions have $7.65B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+69
Holders Change %
+19.88%
% of All Funds
5.54%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.77%
New
88
Increased
208
Reduced
93
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.48B
2
Osaic Holdings
Osaic Holdings
Arizona
+$117M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$59.5M
4
IAA
Independent Advisor Alliance
North Carolina
+$45.9M
5
LPL Financial
LPL Financial
California
+$41.9M

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
-$12.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$11.5M
3
PGWM
Pitti Group Wealth Management
New York
-$10.9M
4
MCC
Money Concepts Capital
Florida
-$10M
5
FNWA
Financial Network Wealth Advisors
Utah
-$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$1.79M +$619K +20,310 +53%
PGWM
202
Pitti Group Wealth Management
New York
$1.78M -$10.9M -356,466 -86%
GWSG
203
GPS Wealth Strategies Group
Colorado
$1.77M +$168K +5,517 +10%
MA
204
Mutual Advisors
Nebraska
$1.77M +$368K +12,000 +26%
PPWM
205
Perissos Private Wealth Management
Oklahoma
$1.71M +$558K +18,298 +48%
SI
206
Stephens Inc
Arkansas
$1.7M -$5.65M -185,571 -77%
MCA
207
Magnolia Capital Advisors
Mississippi
$1.69M +$90.6K +2,972 +6%
KWS
208
Keystone Wealth Services
California
$1.67M +$602K +19,743 +56%
SH
209
SLT Holdings
Arizona
$1.65M +$1.65M +54,127 New
WWA
210
WCG Wealth Advisors
Nevada
$1.65M -$187K -6,148 -10%
PWM
211
Purus Wealth Management
California
$1.65M -$4.98M -163,373 -75%
CAP
212
Columbia Advisory Partners
Washington
$1.61M -$4.92M -161,443 -75%
RFN
213
RDA Financial Network
Iowa
$1.6M +$60.4K +1,981 +4%
BCI
214
Brinker Capital Investments
Pennsylvania
$1.59M -$2.02M -66,150 -56%
OPS
215
Orion Portfolio Solutions
Nebraska
$1.59M -$2.02M -66,150 -56%
LSA
216
Lion Street Advisors
Texas
$1.56M +$34.5K +1,133 +2%
GRP
217
Global Retirement Partners
California
$1.54M +$129K +4,237 +9%
OMC
218
Old Mission Capital
Illinois
$1.54M -$2.49M -81,678 -62%
DFA
219
DHJJ Financial Advisors
Illinois
$1.54M +$611K +20,057 +66%
NEWAS
220
N.E.W. Advisory Services
Wisconsin
$1.49M -$4.39M -143,945 -75%
MFG
221
Merit Financial Group
Georgia
$1.48M +$163K +5,363 +12%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$1.47M +$26.6K +874 +2%
DAS
223
Diversify Advisory Services
Utah
$1.45M +$73.8K +2,433 +5%
PCA
224
Pallas Capital Advisors
Massachusetts
$1.42M +$101K +3,307 +8%
NL
225
Navalign LLC
California
$1.39M -$3.1M -101,892 -69%
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