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FT Vest Laddered Moderate Buffer ETF

88 hedge funds and large institutions have $367M invested in FT Vest Laddered Moderate Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

36% more capital invested

Capital invested by funds: $270M → $367M (+$96.4M)

22% more funds holding

Funds holding: 7288 (+16)

1.49% more ownership

Funds ownership: 87.73%89.23% (+1.5%)

Holders
88
Holders Change
+16
Holders Change %
+22.22%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
23
Increased
44
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$65.4M +$19.1M +797,448 +40%
Raymond James Financial
2
Raymond James Financial
Florida
$38.3M +$13.8M +576,580 +55%
Osaic Holdings
3
Osaic Holdings
Arizona
$26.8M +$534K +22,238 +2%
KAS
4
Kestra Advisory Services
Texas
$21.6M +$1.08M +44,815 +5%
CAS
5
Coppell Advisory Solutions
Texas
$20.7M +$21.2M +884,686 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.7M +$4.28M +178,257 +29%
GWM
7
Geneos Wealth Management
Colorado
$18.4M +$13.2M +549,039 +233%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.3M +$5.33M +222,007 +40%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$5.34M +222,229 +68%
GFA
10
Gallagher Fiduciary Advisors
Illinois
$12.4M +$515K +21,449 +4%
AI
11
Atria Investments
North Carolina
$12.3M +$520K +21,669 +4%
Truist Financial
12
Truist Financial
North Carolina
$10.7M +$2.16M +90,102 +25%
JCM
13
Jacobi Capital Management
Pennsylvania
$9.45M +$1.15M +47,702 +13%
BIM
14
Bullseye Investment Management
Ohio
$6.41M +$270K +11,240 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.12M -$1.36M -56,547 -18%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$4.66M -$10.2M -423,612 -68%
RA
17
Rise Advisors
New York
$4.12M +$4.21M +175,274 New
EA
18
Ergawealth Advisors
Illinois
$3.68M +$190K +7,899 +5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$3.52M +146,551 New
GEA
20
Glen Eagle Advisors
New Jersey
$3.31M +$1.31M +54,447 +63%
RIS
21
Richmond Investment Services
Wisconsin
$2.82M +$2.88M +120,135 New
IWM
22
IHT Wealth Management
Illinois
$2.27M +$817K +34,040 +54%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.12M +$495K +20,608 +30%
MAG
24
Mayfair Advisory Group
Alabama
$2.1M -$19.4K -806 -0.9%
SG
25
StoneX Group
New York
$2.03M +$365K +15,222 +21%

BUFZ Hedge Fund Activity: Q1 2025 in Review

88 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q1 2025, worth a combined $367M — up 36% from $270M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BUFZ positions and 5 closed out — a net gain of 18 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Coppell Advisory Solutions, opening a new position worth an estimated $21.2M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $10.2M.

  • 88 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q1 2025, up from 72 in Q4 2024.
  • Funds reported $367M of FT Vest Laddered Moderate Buffer ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 23 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +18 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q1 2025 was Coppell Advisory Solutions, an estimated $21.2M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q1 2025 was Atlas Private Wealth Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.