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FT Vest Buffered Allocation Growth ETF (BUFG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for FT Vest Buffered Allocation Growth ETF (BATS:BUFG)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$598.97K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$659.95K
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BUFG Institutional Buying and Selling by Quarter

FT Vest Buffered Allocation Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC15,813$387K0.0%-2.6%0.172%
11/18/2024Sunbelt Securities Inc.2,732$66K0.0%N/A0.030%
11/15/2024Integrated Wealth Concepts LLC138,609$3.34M0.0%-5.0%1.507%
11/4/2024Jaffetilchin Investment Partners LLC33,626$811K0.1%-1.3%0.366%
7/9/2024Kingswood Wealth Advisors LLC57,685$1.34M0.1%-3.0%0.627%
6/11/2024American Trust15,019$338K0.0%+15.6%0.163%
5/1/2024 Janney Montgomery Scott LLC9,376$211K0.0%N/A0.103%
2/21/2024American Trust12,989$276K0.0%N/A0.179%
1/30/2024 Avior Wealth Management LLC24,311$517K0.0%-44.9%0.335%
1/16/2024Kingswood Wealth Advisors LLC59,046$1.26M0.1%N/A0.814%
10/17/2023 Avior Wealth Management LLC44,156$869K0.1%+47.9%0.609%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC29,865$603K0.0%-12.9%0.401%
5/12/2023Tradition Wealth Management LLC10,081$191K0.0%+35.6%0.121%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC34,304$650K0.0%N/A0.411%
5/5/2023Silver Oak Securities Incorporated14,790$280K0.0%+41.4%0.177%
3/6/2023OLD Mission Capital LLC18,441$331K0.0%+20.3%0.221%
2/2/2023Silver Oak Securities Incorporated10,456$188K0.0%N/A0.000%
1/1/2023FSB Premier Wealth Management Inc.57,202$964K0.6%+1.2%0.000%
(Data available from 1/1/2016 forward)

BUFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BUFG shares?

During the previous two years, 11 institutional investors and hedge funds held shares of FT Vest Buffered Allocation Growth ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($3.34M), Kingswood Wealth Advisors LLC ($1.34M), Jaffetilchin Investment Partners LLC ($811K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($603K), Avior Wealth Management LLC ($387K), American Trust ($338K), and OLD Mission Capital LLC ($331K).Learn more on BUFG's institutional investors.

Which institutional investors have been buying FT Vest Buffered Allocation Growth ETF stock?

Of the 9 institutional investors that purchased FT Vest Buffered Allocation Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingswood Wealth Advisors LLC ($59.05K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($34.30K), American Trust ($15.02K), Silver Oak Securities Incorporated ($14.79K), Avior Wealth Management LLC ($14.29K), Janney Montgomery Scott LLC ($9.38K), and OLD Mission Capital LLC ($3.11K).

How much institutional buying is happening at FT Vest Buffered Allocation Growth ETF?

Institutional investors have bought a total of 155,312 shares in the last 24 months. This purchase volume represents approximately $3.16M in transactions.

Which FT Vest Buffered Allocation Growth ETF major shareholders have been selling company stock?

The following institutional investors have sold FT Vest Buffered Allocation Growth ETF stock in the last 24 months: Avior Wealth Management LLC ($20.28K), Integrated Wealth Concepts LLC ($7.30K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.44K), Kingswood Wealth Advisors LLC ($1.78K), and Jaffetilchin Investment Partners LLC ($428.00).

How much institutional selling is happening at FT Vest Buffered Allocation Growth ETF?

Institutional investors have sold a total of 34,219 shares in the last 24 months. This volume of shares sold represents approximately $749.53K in transactions.



This page (BATS:BUFG) was last updated on 1/21/2025 by MarketBeat.com Staff
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