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FT Vest Buffered Allocation Defensive ETF

61 hedge funds and large institutions have $114M invested in FT Vest Buffered Allocation Defensive ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $105M → $114M (+$9.05M)

4.94% more ownership

Funds ownership: 87.35%92.28% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 6561 (-4)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1
Glen Eagle Advisors
New Jersey
$24.6M +$2.22M +98,298 +10%
CWA
2
Centennial Wealth Advisory
Michigan
$14.3M +$182K +8,048 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.94M -$294K -12,980 -3%
GWM
4
Geneos Wealth Management
Colorado
$8.53M +$5.92M +261,936 +222%
LPL Financial
5
LPL Financial
California
$8.48M +$449K +19,843 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.23M +$3.14M +138,760 +147%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$5.16M -$1.63M -71,950 -24%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.12M -$25.6K -1,130 -0.6%
SF
9
Synovus Financial
Georgia
$3.74M -$77.6K -3,431 -2%
LCM
10
Lunt Capital Management
Utah
$2.84M +$120K +5,304 +4%
AssetMark Inc
11
AssetMark Inc
California
$2.24M -$57.4K -2,539 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.77M -$149K -6,589 -8%
GVAG
13
Great Valley Advisor Group
Delaware
$1.63M +$1.64M +72,742 New
MFGM
14
Marshall Financial Group (Maryland)
Maryland
$1.54M -$187K -8,289 -11%
SA
15
Sanctuary Advisors
Indiana
$1.4M +$308K +13,601 +28%
TC
16
TownSquare Capital
Utah
$1.31M +$2.94K +130 +0.2%
LWMI
17
Legacy Wealth Management (Idaho)
Idaho
$1.28M +$213K +9,405 +20%
ACA
18
Aptus Capital Advisors
Alabama
$1.13M -$40.1K -1,775 -3%
SOS
19
Silver Oak Securities
Tennessee
$1.09M +$92.5K +4,089 +9%
FNWA
20
Financial Network Wealth Advisors
Utah
$1.01M +$603K +26,678 +145%
FGG
21
Financial Guidance Group
Florida
$969K -$40.1K -1,775 -4%
PAG
22
Private Advisor Group
New Jersey
$869K +$876K +38,727 New
OMC
23
Old Mission Capital
Illinois
$831K +$837K +37,018 New
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$817K
RC
25
Rovin Capital
Arizona
$781K

BUFT Hedge Fund Activity: Q1 2025 in Review

61 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q1 2025, worth a combined $114M — up 8.6% from $105M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUFT and 7 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Geneos Wealth Management, adding an estimated $5.92M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.63M.

  • 61 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q1 2025, down from 65 in Q4 2024.
  • Funds reported $114M of FT Vest Buffered Allocation Defensive ETF stock for Q1 2025, up 8.6% quarter-over-quarter.
  • 7 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $5.92M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2025.