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FT Vest Buffered Allocation Defensive ETF

60 hedge funds and large institutions have $106M invested in FT Vest Buffered Allocation Defensive ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
10
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
1
Glen Eagle Advisors
New Jersey
$23.7M -$2.12M -90,091 -8%
CWA
2
Centennial Wealth Advisory
Michigan
$14.9M -$119K -5,057 -0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.48M -$905K -38,411 -10%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.35M -$72.3K -3,067 -1%
GWM
5
Geneos Wealth Management
Colorado
$5.26M -$3.69M -156,638 -41%
LPL Financial
6
LPL Financial
California
$5.01M -$3.89M -165,163 -44%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.22M -$103K -4,354 -2%
SF
8
Synovus Financial
Georgia
$3.87M -$47.2K -2,005 -1%
AssetMark Inc
9
AssetMark Inc
California
$2.76M +$417K +17,698 +18%
LCM
10
Lunt Capital Management
Utah
$2.59M -$390K -16,540 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.39M -$3.1M -131,506 -56%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.12M +$359K +16,010 +20%
LWMI
13
Legacy Wealth Management (Idaho)
Idaho
$1.89M +$543K +23,057 +40%
LIS
14
Legacy Investment Solutions
Idaho
$1.89M +$1.89M +80,030 New
GVAG
15
Great Valley Advisor Group
Delaware
$1.74M +$28.5K +1,211 +2%
MFGM
16
Marshall Financial Group (Maryland)
Maryland
$1.46M -$152K -6,437 -9%
SOS
17
Silver Oak Securities
Tennessee
$1.15M +$3.13K +133 +0.3%
ACA
18
Aptus Capital Advisors
Alabama
$1.13M -$49.1K -2,085 -4%
FNWA
19
Financial Network Wealth Advisors
Utah
$1.06M -$565 -24 -0.1%
FGG
20
Financial Guidance Group
Florida
$980K -$37.1K -1,575 -4%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$858K
RC
22
Rovin Capital
Arizona
$812K -$8.08K -343 -1%
IWC
23
Integrated Wealth Concepts
Massachusetts
$791K +$45.5K +1,933 +6%
OMC
24
Old Mission Capital
Illinois
$787K -$85.6K -3,634 -10%
GWSG
25
GPS Wealth Strategies Group
Colorado
$771K -$31.9K -1,355 -4%