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FT Vest Fund of Buffer ETFs

426 hedge funds and large institutions have $5.38B invested in FT Vest Fund of Buffer ETFs in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 232 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+10
Holders Change %
+2.4%
% of All Funds
5.79%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.69%
New
44
Increased
232
Reduced
107
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SH
201
SLT Holdings
Arizona
$2.09M +$479K +16,123 +30%
PAS
202
Park Avenue Securities
New York
$2.08M +$822K +27,670 +66%
CPP
203
Capasso Planning Partners
South Carolina
$2.07M +$1.5M +50,688 +265%
KWA
204
Kingswood Wealth Advisors
California
$2.06M -$520K -17,490 -20%
MFG
205
Merit Financial Group
Georgia
$2.05M +$611K +20,586 +42%
NPAN
206
Northeast Planning Associates NH
New Hampshire
$1.99M +$1.99M +66,968 New
PPWM
207
Perissos Private Wealth Management
Oklahoma
$1.96M +$285K +9,604 +17%
HSWS
208
Higgins & Schmidt Wealth Strategies
Colorado
$1.89M -$228K -7,683 -11%
MA
209
Mutual Advisors
Nebraska
$1.87M +$172K +5,853 +10%
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$1.85M +$99K +3,335 +6%
WWA
211
WCG Wealth Advisors
Nevada
$1.81M +$202K +6,800 +13%
GWSG
212
GPS Wealth Strategies Group
Colorado
$1.73M -$3.47K -117 -0.2%
MCM
213
MAI Capital Management
Ohio
$1.68M +$1.33M +44,731 +377%
TC
214
Trilogy Capital
California
$1.68M +$945K +31,813 +129%
MCA
215
Magnolia Capital Advisors
Mississippi
$1.67M +$21.5K +725 +1%
DFA
216
DHJJ Financial Advisors
Illinois
$1.66M +$161K +5,433 +11%
AFG
217
ABLE Financial Group
Arizona
$1.66M -$5.3M -178,618 -76%
LSA
218
Lion Street Advisors
Texas
$1.61M +$87.7K +2,953 +6%
IWN
219
Independent Wealth Network
Iowa
$1.58M +$330K +11,124 +27%
PWM
220
Purus Wealth Management
California
$1.56M -$40K -1,348 -2%
RFN
221
RDA Financial Network
Iowa
$1.56M +$7.99K +269 +0.5%
KMWM
222
Keudell/Morrison Wealth Management
Oregon
$1.53M -$1.13M -38,094 -43%
CWM
223
Cornerstone Wealth Management
Missouri
$1.52M +$299K +10,080 +24%
LA
224
Lane & Associates
New Jersey
$1.51M +$357K +12,032 +31%
AF
225
Apollon Financial
South Carolina
$1.51M +$316K +10,646 +27%