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FT Vest Laddered Moderate Buffer ETF

54 hedge funds and large institutions have $184M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

147% more capital invested

Capital invested by funds: $74.5M → $184M (+$109M)

59% more funds holding

Funds holding: 3454 (+20)

10.89% more ownership

Funds ownership: 62.76%73.65% (+11%)

Holders
54
Holders Change
+20
Holders Change %
+58.82%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
20
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.5M +$23M +997,340 +772%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.2M +$24.7M +1,070,514 New
Osaic Holdings
3
Osaic Holdings
Arizona
$21.1M +$6.44M +278,904 +45%
KAS
4
Kestra Advisory Services
Texas
$15.2M +$1.51M +65,399 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.8M +$3.95M +171,143 +46%
GFA
6
Gallagher Fiduciary Advisors
Illinois
$11.4M +$10.9M +471,266 +4,095%
AI
7
Atria Investments
North Carolina
$11.2M +$10.8M +466,481 +4,631%
APWA
8
Atlas Private Wealth Advisors
New Jersey
$8.98M +$8.81M +381,642 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$7.41M +$3.78M +163,942 +109%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.19M +$1.53M +66,238 +34%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.36M +$850K +36,859 +19%
EA
12
Ergawealth Advisors
Illinois
$4.22M +$1M +43,511 +32%
WEG
13
World Equity Group
Illinois
$2.42M -$186K -8,070 -7%
HI
14
Harbour Investments
Wisconsin
$2.31M -$2.96M -128,095 -57%
MAG
15
Mayfair Advisory Group
Alabama
$2.13M +$131K +5,675 +7%
SWP
16
Summit Wealth Partners
Florida
$2.12M -$172K -7,466 -8%
GEA
17
Glen Eagle Advisors
New Jersey
$1.64M +$1.61M +69,686 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.61M +$313K +13,548 +25%
BCM
19
Brookstone Capital Management
Illinois
$1.26M +$927K +40,163 +304%
SS
20
Sunbelt Securities
Texas
$1.22M +$333K +14,453 +39%
KWM
21
Kingsview Wealth Management
Oregon
$1.05M +$355K +15,393 +52%
LIS
22
Legacy Investment Solutions
Idaho
$1.01M +$978K +42,381 New
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$1.01M +$978K +42,381 New
AAS
24
Ameritas Advisory Services
Nebraska
$902K +$15.9K +688 +2%
TC
25
TownSquare Capital
Utah
$762K -$6.28K -272 -0.8%

BUFZ Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q3 2024, worth a combined $184M — up 147% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BUFZ positions and 4 closed out — a net gain of 20 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $24.7M. The largest seller was Harbour Investments, cutting an estimated $2.96M.

  • 54 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $184M of FT Vest Laddered Moderate Buffer ETF stock for Q3 2024, up 147% quarter-over-quarter.
  • 24 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q3 2024 and 4 closed out, a net change of +20 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $24.7M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q3 2024 was Harbour Investments, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2024.