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AUGM

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

32 hedge funds and large institutions have $12.5M invested in FT Vest U.S. Equity Max Buffer ETF - August in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% less ownership

Funds ownership: 66.3%62.84% (-3.5%)

9% less funds holding

Funds holding: 3532 (-3)

15% less capital invested

Capital invested by funds: $14.8M → $12.5M (-$2.25M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1
Maia Wealth
Colorado
$1.55M +$656K +20,499 +71%
CCFM
2
Clear Creek Financial Management
Washington
$1.34M +$168K +5,250 +14%
KAS
3
Kestra Advisory Services
Texas
$1.03M -$1.62M -50,747 -61%
GFG
4
Grantvest Financial Group
New Jersey
$876K -$186K -5,802 -17%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$634K +$75.5K +2,361 +13%
GEA
6
Glen Eagle Advisors
New Jersey
$594K
IA
7
IFP Advisors
Florida
$508K
MSFS
8
Main Street Financial Solutions
Pennsylvania
$493K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$420K
OMC
10
Old Mission Capital
Illinois
$417K +$151K +4,719 +56%
AWM
11
AE Wealth Management
Kansas
$399K -$128K -4,016 -24%
Truist Financial
12
Truist Financial
North Carolina
$391K -$16K -500 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$389K +$138K +4,313 +54%
HighTower Advisors
14
HighTower Advisors
Illinois
$374K
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$357K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$347K -$584K -18,259 -63%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$314K -$18.6K -581 -6%
ACM
18
Anfield Capital Management
California
$287K
AAS
19
Avantax Advisory Services
Texas
$285K
BTWM
20
Brass Tax Wealth Management
Ohio
$274K
GWM
21
Geneos Wealth Management
Colorado
$266K +$134K +4,195 +100%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$265K -$18.2K -568 -6%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$259K -$25.6K -800 -9%
Barclays
24
Barclays
United Kingdom
$183K +$88.2K +2,758 +92%
HI
25
Harbour Investments
Wisconsin
$96.3K

AUGM Hedge Fund Activity: Q1 2025 in Review

32 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) for Q1 2025, worth a combined $12.5M — down 15% from $14.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AUGM and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 7 added.

The largest buyer was Maia Wealth, adding an estimated $656K. The largest seller was Kestra Advisory Services, cutting an estimated $1.62M.

  • 32 institutional investors held FT Vest U.S. Equity Max Buffer ETF - August (AUGM) as of Q1 2025, down from 35 in Q4 2024.
  • Funds reported $12.5M of FT Vest U.S. Equity Max Buffer ETF - August stock for Q1 2025, down 15% quarter-over-quarter.
  • 1 fund opened new FT Vest U.S. Equity Max Buffer ETF - August positions in Q1 2025 and 4 closed out, a net change of -3 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - August buyer in Q1 2025 was Maia Wealth, an estimated $656K added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - August seller in Q1 2025 was Kestra Advisory Services, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.