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FT Vest Laddered Moderate Buffer ETF

123 hedge funds and large institutions have $700M invested in FT Vest Laddered Moderate Buffer ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 121123 (+2)

5% more capital invested

Capital invested by funds: $667M → $700M (+$33M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.27% less ownership

Funds ownership: 86.88%82.61% (-4.3%)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
55
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$115M +$9.99M +376,256 +9%
FFS
2
Forge Financial Services
Oklahoma
$109M +$31.1M +1,171,880 +39%
Raymond James Financial
3
Raymond James Financial
Florida
$77.4M -$1.07M -40,273 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$49.3M +$3.33M +125,415 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.8M +$3.41M +128,520 +10%
KAS
6
Kestra Advisory Services
Texas
$28.6M +$736K +27,696 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.5M +$4.81M +181,228 +22%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$23.8M +$877K +33,001 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.3M +$6.34M +238,669 +37%
JCM
10
Jacobi Capital Management
Pennsylvania
$23.2M +$2.79M +104,926 +14%
Truist Financial
11
Truist Financial
North Carolina
$19.9M +$1.21M +45,511 +6%
RA
12
Rise Advisors
New York
$18.4M +$1.13M +42,728 +7%
KPWS
13
Kestra Private Wealth Services
Texas
$14.4M -$248K -9,336 -2%
GWM
14
Geneos Wealth Management
Colorado
$12.3M -$1.64M -61,716 -12%
CW
15
CreativeOne Wealth
Kansas
$10.7M +$2.07M +77,943 +24%
RIS
16
Richmond Investment Services
Wisconsin
$8.01M +$674K +25,378 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.81M +$357K +13,451 +6%
HI
18
Harbour Investments
Wisconsin
$5.29M +$1.94M +73,199 +57%
KWM
19
Kingsview Wealth Management
Oregon
$4.74M +$1.51M +56,836 +46%
GWM
20
Goldenstone Wealth Management
California
$4.09M +$333K +12,555 +9%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.03M -$1.13M -42,442 -27%
AF
22
Advisornet Financial
Minnesota
$2.94M +$919K +34,596 +45%
PAG
23
Private Advisor Group
New Jersey
$2.9M +$232K +8,741 +9%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.82M -$2.02M -75,941 -42%
VWA
25
Visionary Wealth Advisors
Illinois
$2.51M -$101K -3,809 -4%

BUFZ Hedge Fund Activity: Q1 2026 in Review

123 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q1 2026, worth a combined $700M — up 4.9% from $667M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFZ positions and 10 closed out — a net gain of 4 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Forge Financial Services, adding an estimated $31.1M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $32M sold.

  • 123 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q1 2026, up from 121 in Q4 2025.
  • Funds reported $700M of FT Vest Laddered Moderate Buffer ETF stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 14 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q1 2026 and 10 closed out, a net change of +4 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q1 2026 was Forge Financial Services, an estimated $31.1M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q1 2026 was Coppell Advisory Solutions, an estimated $32M sold.

Based on aggregated 13F filings for Q1 2026.