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FT Vest Buffered Allocation Defensive ETF

50 hedge funds and large institutions have $130M invested in FT Vest Buffered Allocation Defensive ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

52.7% more ownership

Funds ownership: 442.96%495.66% (+53%)

19% more funds holding

Funds holding: 4250 (+8)

9% more capital invested

Capital invested by funds: $119M → $130M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$16M +$769K +41,008 +5%
SFP
2
Sweet Financial Partners
Minnesota
$16M +$1.18M +62,891 +8%
FA
3
FDx Advisors
Illinois
$15.4M +$957K +51,039 +6%
GEA
4
Glen Eagle Advisors
New Jersey
$8.04M +$726K +38,703 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.67M -$1.13M -60,382 -12%
AI
6
Atria Investments
North Carolina
$7.48M -$39.7K -2,115 -0.5%
Mariner
7
Mariner
Kansas
$7.47M -$57.7K -3,075 -0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.54M +$576K +30,691 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.58M +$2.34M +125,031 +98%
CA
10
Cetera Advisors
Colorado
$4.46M +$133K +7,107 +3%
TWM
11
Trinity Wealth Management
Pennsylvania
$3.94M +$118K +6,282 +3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.75M
SF
13
Synovus Financial
Georgia
$3.5M +$2.07M +110,584 +133%
SMF
14
Sterling Manor Financial
New York
$2.98M +$2.65M +141,158 +601%
IA
15
IFP Advisors
Florida
$2.5M -$242K -12,883 -9%
CAG
16
Csenge Advisory Group
Florida
$2M -$48.5K -2,588 -2%
AWS
17
Atria Wealth Solutions
New York
$1.49M -$223K -11,880 -13%
CAN
18
Cetera Advisor Networks
California
$1.47M +$266K +14,182 +21%
ACA
19
Aptus Capital Advisors
Alabama
$1.38M -$133K -7,092 -9%
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.38M -$133K -7,092 -9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.36M +$1.41M +75,118 New
JIP
22
Jaffetilchin Investment Partners
Florida
$1.28M +$1.12M +59,904 +562%
SCFS
23
S.C. Financial Services
Arizona
$985K +$706K +37,639 +224%
NA
24
NewEdge Advisors
Louisiana
$981K +$132K +7,020 +15%
IA
25
Insight Advisors
Pennsylvania
$933K +$75.9K +4,045 +9%

BUFT Hedge Fund Activity: Q3 2022 in Review

50 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q3 2022, worth a combined $130M — up 9.2% from $119M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BUFT positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Sterling Manor Financial, adding an estimated $2.65M. The largest seller was BlackDiamond Wealth Management, exiting entirely with an estimated $1.97M sold.

  • 50 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $130M of FT Vest Buffered Allocation Defensive ETF stock for Q3 2022, up 9.2% quarter-over-quarter.
  • 11 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q3 2022 and 3 closed out, a net change of +8 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q3 2022 was Sterling Manor Financial, an estimated $2.65M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q3 2022 was BlackDiamond Wealth Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2022.