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FT Vest Buffered Allocation Defensive ETF
BUFT

54 hedge funds and large institutions have $117M invested in FT Vest Buffered Allocation Defensive ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

24% more capital invested

Capital invested by funds: $94.2M → $117M (+$22.6M)

13% more funds holding

Funds holding: 48 → 54 (+6)

9.13% more ownership

Funds ownership: 100.73% → 109.86% (+9.1%)

52% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 27

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
13
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
Centennial Wealth Advisory
Michigan
+$13.4M
2
AWM
AE Wealth Management
Kansas
+$12.9M
3
GWM
Geneos Wealth Management
Colorado
+$913K
4
Citadel Advisors
Citadel Advisors
Florida
+$612K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$596K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.56M
3
SF
Synovus Financial
Georgia
-$1.98M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.31M
5
AWM
Avior Wealth Management
Nebraska
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$14.2M +$12.9M +640,919 +2,058%
CWA
2
Centennial Wealth Advisory
Michigan
$13.9M +$13.4M +666,823 New
GEA
3
Glen Eagle Advisors
New Jersey
$12.8M +$191K +9,467 +2%
SFP
4
Sweet Financial Partners
Minnesota
$10.4M -$73.8K -3,661 -0.7%
FA
5
FDx Advisors
Illinois
$9.37M -$374K -18,579 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.57M -$2.56M -127,135 -24%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.34M -$4.12M -204,507 -34%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$7.17M +$596K +29,592 +9%
SF
9
Synovus Financial
Georgia
$3.3M -$1.98M -98,377 -38%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.38M -$728K -36,122 -24%
CA
11
Cetera Advisors
Colorado
$2.08M -$436K -21,631 -18%
MFGM
12
Marshall Financial Group (Maryland)
Maryland
$2.03M -$220K -10,920 -10%
CAN
13
Cetera Advisor Networks
California
$1.83M +$95.2K +4,726 +6%
LCM
14
Lunt Capital Management
Utah
$1.75M -$109K -5,415 -6%
AssetMark Inc
15
AssetMark Inc
California
$1.33M +$454K +22,516 +55%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.2M -$38.5K -1,911 -3%
TC
17
TownSquare Capital
Utah
$1.05M -$21.9K -1,087 -2%
FNWA
18
Financial Network Wealth Advisors
Utah
$1.05M +$1.02M +50,641 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$981K -$175K -8,661 -16%
GWM
20
Geneos Wealth Management
Colorado
$944K +$913K +45,301 New
FGG
21
Financial Guidance Group
Florida
$936K +$489K +24,275 +118%
RC
22
Rovin Capital
Arizona
$744K -$4.68K -232 -0.6%
VBFP
23
Valtinson Bruner Financial Planning
Minnesota
$737K – – –
AWS
24
Atria Wealth Solutions
New York
$717K -$221K -10,978 -24%
AWM
25
Avior Wealth Management
Nebraska
$645K -$790K -39,186 -56%
1
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BUFT Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q4 2023, worth a combined $117M — up 24% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BUFT positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 27 trimmed.

The largest buyer was Centennial Wealth Advisory, opening a new position worth an estimated $13.4M. The largest seller was Osaic Holdings, cutting an estimated $4.12M.

  • 54 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $117M of FT Vest Buffered Allocation Defensive ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 7 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q4 2023 and 1 closed out, a net change of +6 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q4 2023 was Centennial Wealth Advisory, an estimated $13.4M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q4 2023 was Osaic Holdings, an estimated $4.12M sold.

Based on aggregated 13F filings for Q4 2023.