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AUGM

FT Vest U.S. Equity Max Buffer ETF - August
AUGM

29 hedge funds and large institutions have $21.2M invested in FT Vest U.S. Equity Max Buffer ETF - August in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.95% more ownership

Funds ownership: 0% → 85.95% (+86%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$5.6M
2
WP
WealthPLAN Partners
Nebraska
+$2.88M
3
KAS
Kestra Advisory Services
Texas
+$2.61M
4
MW
Maia Wealth
Colorado
+$884K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$874K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
WealthPlan Investment Management
Nebraska
$5.65M +$5.6M +178,761 New
WP
2
WealthPLAN Partners
Nebraska
$2.91M +$2.88M +92,036 New
KAS
3
Kestra Advisory Services
Texas
$2.63M +$2.61M +83,161 New
MW
4
Maia Wealth
Colorado
$891K +$884K +28,199 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$880K +$874K +27,875 New
Jane Street
6
Jane Street
New York
$765K +$759K +24,226 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$659K +$654K +20,862 New
GEA
8
Glen Eagle Advisors
New Jersey
$592K +$587K +18,730 New
CCFM
9
Clear Creek Financial Management
Washington
$554K +$549K +17,532 New
IA
10
IFP Advisors
Florida
$506K +$502K +16,020 New
MSFS
11
Main Street Financial Solutions
Pennsylvania
$491K +$487K +15,546 New
AWM
12
AE Wealth Management
Kansas
$456K +$452K +14,425 New
Truist Financial
13
Truist Financial
North Carolina
$420K +$417K +13,298 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$415K +$411K +13,128 New
AWS
15
Atria Wealth Solutions
New York
$395K +$392K +12,518 New
HighTower Advisors
16
HighTower Advisors
Illinois
$368K +$370K +11,800 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$355K +$353K +11,250 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$322K +$320K +10,205 New
AAS
19
Avantax Advisory Services
Texas
$316K +$313K +10,000 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$293K +$291K +9,274 New
ACM
21
Anfield Capital Management
California
$286K +$284K +9,050 New
BTWM
22
Brass Tax Wealth Management
Ohio
$273K +$271K +8,634 New
Osaic Holdings
23
Osaic Holdings
Arizona
$264K +$262K +8,350 New
WWM
24
WT Wealth Management
Arizona
$253K +$251K +8,000 New
HI
25
Harbour Investments
Wisconsin
$95.9K +$95.2K +3,037 New
1
2

AUGM Hedge Fund Activity: Q3 2024 in Review

29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) for Q3 2024, worth a combined $21.2M.

Buyers outnumbered sellers: 29 funds opened new AUGM positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $5.6M.

  • 29 institutional investors held FT Vest U.S. Equity Max Buffer ETF - August (AUGM) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $21.2M of FT Vest U.S. Equity Max Buffer ETF - August stock for Q3 2024.
  • 29 funds opened new FT Vest U.S. Equity Max Buffer ETF - August positions in Q3 2024 and 0 closed out, a net change of +29 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - August buyer in Q3 2024 was WealthPlan Investment Management, an estimated $5.6M added.

Based on aggregated 13F filings for Q3 2024.