We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

500 hedge funds and large institutions have $6.97B invested in FT Vest Fund of Buffer ETFs in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 137 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

64% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 137

14% more funds holding

Funds holding: 437500 (+63)

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

10% more capital invested

Capital invested by funds: $6.35B → $6.97B (+$623M)

0.7% less ownership

Funds ownership: 84.25%83.55% (-0.7%)

Holders
500
Holders Change
+63
Holders Change %
+14.42%
% of All Funds
6.08%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
84
Increased
224
Reduced
137
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.53B +$88.1M +2,609,325 +6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$441M +$22.7M +671,461 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$395M +$3.89M +115,259 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$246M -$13.4M -396,075 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$237M -$45.6M -1,351,637 -16%
Raymond James Financial
6
Raymond James Financial
Florida
$190M +$28.9M +856,432 +18%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$170M -$3.97M -117,628 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$164M +$4.69M +138,823 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$128M +$4.9M +145,064 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$124M +$10.5M +311,620 +9%
Morgan Stanley
11
Morgan Stanley
New York
$118M +$86.5M +2,560,580 +286%
PAG
12
Private Advisor Group
New Jersey
$112M +$2.97M +87,948 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$112M +$14.1M +418,781 +15%
KAS
14
Kestra Advisory Services
Texas
$110M +$397K +11,756 +0.4%
NA
15
NewEdge Advisors
Louisiana
$94.1M +$6.94M +205,575 +8%
HI
16
Harbour Investments
Wisconsin
$85M -$2.22M -65,762 -3%
Truist Financial
17
Truist Financial
North Carolina
$72.5M -$4.01M -118,614 -5%
KPWS
18
Kestra Private Wealth Services
Texas
$67.5M +$1.44M +42,505 +2%
IWM
19
IHT Wealth Management
Illinois
$57.5M +$4.92M +145,631 +9%
ACA
20
Aptus Capital Advisors
Alabama
$54.8M +$510K +15,118 +1%
GWANC
21
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.3M -$268K -7,948 -0.5%
GIA
22
Gladstone Institutional Advisory
Florida
$49M +$720K +21,325 +2%
Wells Fargo
23
Wells Fargo
California
$44.7M +$43.9M +1,299,944 +38,620%
TWM
24
Tradition Wealth Management
Minnesota
$43.9M +$1.06M +31,305 +3%
HCM
25
Howard Capital Management
Georgia
$43.1M +$15M +445,206 +55%