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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.02B +$130M +4,443,144 +15%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$248M +$27.6M +945,641 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$221M +$25.2M +862,804 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$187M +$24.6M +841,213 +16%
Osaic Holdings
5
Osaic Holdings
Arizona
$151M +$14.7M +501,466 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$141M +$31M +1,059,359 +29%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$137M +$39.7M +1,359,761 +42%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$88.6M +$7.27M +248,913 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$85.8M +$5.1M +174,366 +6%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$60.9M +$10.4M +354,917 +21%
HI
11
Harbour Investments
Wisconsin
$58.7M +$11.8M +402,779 +26%
KAS
12
Kestra Advisory Services
Texas
$53.5M -$1.02M -34,845 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$52.5M +$589K +20,160 +1%
KPWS
14
Kestra Private Wealth Services
Texas
$50.2M +$5.16M +176,604 +12%
NA
15
NewEdge Advisors
Louisiana
$49.6M +$7.99M +273,461 +20%
IWM
16
IHT Wealth Management
Illinois
$45.6M +$5.66M +193,702 +15%
PAG
17
Private Advisor Group
New Jersey
$44.2M +$3.48M +119,020 +9%
Truist Financial
18
Truist Financial
North Carolina
$40M +$1.99M +68,095 +5%
AWS
19
Atria Wealth Solutions
New York
$39.3M +$3.07M +105,063 +9%
ACA
20
Aptus Capital Advisors
Alabama
$38.9M +$2.57M +88,095 +7%
MAM
21
Milestone Asset Management
Pennsylvania
$37.7M -$3.53M -120,749 -9%
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.4M +$1.97M +67,260 +6%
TWM
23
Tradition Wealth Management
Minnesota
$35.3M -$112K -3,832 -0.3%
CAM
24
Creekmur Asset Management
Illinois
$34.9M +$2.12M +72,534 +7%
HPC
25
Hobart Private Capital
North Carolina
$34.7M +$1.46M +49,921 +4%