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FT Vest Fund of Buffer ETFs

262 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 52 reducing their positions, and 24 closing their positions.

Holders
262
Holders Change
+55
Holders Change %
+26.57%
% of All Funds
3.84%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
114
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$581M 21,868,148 +9,561,038 +78%
Osaic Holdings
2
Osaic Holdings
Arizona
$108M 4,062,644 -188,187 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$104M 3,914,846 +905,706 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89.8M 3,380,001 +1,113,046 +49%
AWM
5
AE Wealth Management
Kansas
$78.1M 2,892,775 +1,455,390 +101%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$52.4M 1,973,310 +709,893 +56%
MML Investors Services
7
MML Investors Services
Massachusetts
$47.1M 1,774,031 +485,564 +38%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$45.7M 1,721,770 +139,025 +9%
KAS
9
Kestra Advisory Services
Texas
$44.6M 1,678,603 +324,139 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.6M 1,489,044 +393,938 +36%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$38.3M 1,442,392 +647,503 +81%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$36.1M 1,358,395 +21,673 +2%
PAG
13
Private Advisor Group
New Jersey
$33.7M 1,268,436 +780,926 +160%
CAN
14
Cetera Advisor Networks
California
$33.6M 1,264,803 +479,261 +61%
TWM
15
Tradition Wealth Management
Minnesota
$32.2M 1,225,490 +82,973 +7%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$32M 1,205,106 +318,965 +36%
IWM
17
IHT Wealth Management
Illinois
$29.6M 1,114,162 +835,918 +300%
GIA
18
Gladstone Institutional Advisory
Florida
$28.2M 1,060,688 -23,033 -2%
AWS
19
Atria Wealth Solutions
New York
$26.1M 982,200 -36,231 -4%
HPC
20
Hobart Private Capital
North Carolina
$25.2M 947,717 +947,717 New
GLA
21
Good Life Advisors
Pennsylvania
$24.4M 918,657 +70,161 +8%
FIA
22
Foundations Investment Advisors
Arizona
$22.1M 818,381 +818,381 New
CAM
23
Creekmur Asset Management
Illinois
$22.1M 830,960 +830,960 New
PFS
24
Prospera Financial Services
Texas
$20.7M 778,139 +523,888 +206%
HI
25
Harbour Investments
Wisconsin
$20.4M 768,726 +150,216 +24%