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FT Vest Buffered Allocation Defensive ETF

49 hedge funds and large institutions have $128M invested in FT Vest Buffered Allocation Defensive ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $130M → $128M (-$2.8M)

2% less funds holding

Funds holding: 5049 (-1)

402.42% less ownership

Funds ownership: 495.66%93.24% (-402%)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
20
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1
Sweet Financial Partners
Minnesota
$16.8M +$523K +28,204 +3%
FA
2
FDx Advisors
Illinois
$16.2M +$554K +29,853 +4%
GEA
3
Glen Eagle Advisors
New Jersey
$9M +$814K +43,882 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.92M -$909K -48,995 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.67M +$2.02M +108,734 +43%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.6M +$5.24M +282,414 +376%
AI
7
Atria Investments
North Carolina
$6.12M -$1.51M -81,414 -20%
Mariner
8
Mariner
Kansas
$6.11M -$1.51M -81,574 -20%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.63M -$15.9K -860 -0.3%
SF
10
Synovus Financial
Georgia
$4.35M +$774K +41,735 +22%
TWM
11
Trinity Wealth Management
Pennsylvania
$4.12M +$106K +5,713 +3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.89M +$73.2K +3,945 +2%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$3.68M -$12.7M -684,761 -77%
CA
14
Cetera Advisors
Colorado
$3.62M -$924K -49,812 -20%
SMF
15
Sterling Manor Financial
New York
$3.11M +$74.9K +4,039 +2%
IA
16
IFP Advisors
Florida
$2.49M -$11.9K -642 -0.5%
CAG
17
Csenge Advisory Group
Florida
$1.99M -$45.8K -2,472 -2%
CAN
18
Cetera Advisor Networks
California
$1.98M +$490K +26,404 +33%
AWS
19
Atria Wealth Solutions
New York
$1.58M +$57K +3,075 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$1.38M +74,545 New
SCFS
21
S.C. Financial Services
Arizona
$1.34M +$341K +18,383 +34%
KAS
22
Kestra Advisory Services
Texas
$1.2M +$1.2M +64,950 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.16M +$471K +25,397 +68%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.1M +$614K +33,090 +124%
RC
25
Rovin Capital
Arizona
$847K +$852K +45,922 New

BUFT Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q4 2022, worth a combined $128M — down 2.1% from $130M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUFT positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.24M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $12.7M.

  • 49 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $128M of FT Vest Buffered Allocation Defensive ETF stock for Q4 2022, down 2.1% quarter-over-quarter.
  • 8 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q4 2022 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $5.24M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q4 2022 was Marshall Financial Group (Maryland), an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2022.