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FT Vest Buffered Allocation Defensive ETF

65 hedge funds and large institutions have $105M invested in FT Vest Buffered Allocation Defensive ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

10% more funds holding

Funds holding: 5965 (+6)

8% more capital invested

Capital invested by funds: $97.5M → $105M (+$7.37M)

1.72% more ownership

Funds ownership: 85.63%87.35% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
23
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1
Glen Eagle Advisors
New Jersey
$22.3M +$1.16M +51,794 +5%
CWA
2
Centennial Wealth Advisory
Michigan
$14.1M -$198K -8,863 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.23M +$270K +12,095 +3%
LPL Financial
4
LPL Financial
California
$8.03M +$2.32M +103,919 +41%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.77M -$10.6K -477 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.15M +$20.7K +928 +0.5%
SF
7
Synovus Financial
Georgia
$3.81M +$143K +6,403 +4%
LCM
8
Lunt Capital Management
Utah
$2.72M +$303K +13,591 +13%
GWM
9
Geneos Wealth Management
Colorado
$2.65M +$129K +5,798 +5%
AssetMark Inc
10
AssetMark Inc
California
$2.29M +$190K +8,496 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.12M -$45.6K -2,043 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.91M +$344K +15,410 +22%
MFGM
13
Marshall Financial Group (Maryland)
Maryland
$1.72M -$95.7K -4,289 -5%
TC
14
TownSquare Capital
Utah
$1.31M -$1.36K -61 -0.1%
ACA
15
Aptus Capital Advisors
Alabama
$1.17M -$58.6K -2,625 -5%
SA
16
Sanctuary Advisors
Indiana
$1.11M +$49.7K +2,227 +5%
LIS
17
Legacy Investment Solutions
Idaho
$1.08M +$528K +23,643 +99%
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$1.08M +$528K +23,643 +99%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.05M -$74.1K -3,321 -7%
FGG
20
Financial Guidance Group
Florida
$1.01M -$58.6K -2,625 -6%
SOS
21
Silver Oak Securities
Tennessee
$999K +$138K +6,195 +16%
Citadel Advisors
22
Citadel Advisors
Florida
$953K +$42.1K +1,885 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$876K -$39.7K -1,781 -4%
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$817K -$7.3K -327 -0.9%
AAS
25
Avantax Advisory Services
Texas
$786K +$5.31K +238 +0.7%

BUFT Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q4 2024, worth a combined $105M — up 7.6% from $97.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUFT positions and 2 closed out — a net gain of 7 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.32M. The largest seller was Financial Network Wealth Advisors, cutting an estimated $892K.

  • 65 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $105M of FT Vest Buffered Allocation Defensive ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 9 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q4 2024 was LPL Financial, an estimated $2.32M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q4 2024 was Financial Network Wealth Advisors, an estimated $892K sold.

Based on aggregated 13F filings for Q4 2024.