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FT Vest Fund of Deep Buffer ETFs

88 hedge funds and large institutions have $425M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
35
Reduced
31
Closed
11
Calls
Puts
$1.52M
Net Calls
-$1.52M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$212K +$135K +6,271 +176%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$202K +$202K +9,389 New
PTC
78
Private Trust Company
Ohio
$128K +$128K +5,938 New
KFS
79
Kelly Financial Services
Massachusetts
$87.8K -$4.16K -193 -5%
UBS Group
80
UBS Group
Switzerland
$73.8K +$55.4K +2,570 +301%
PG
81
Prostatis Group
Maryland
$69.5K +$69.5K +69,531 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$50K +$50K +2,312 New
LFG
83
Larson Financial Group
Missouri
$26.3K
PCM
84
Penserra Capital Management
California
$20K +$20K +936 New
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$5.06K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$3.23K -$5.93K -275 -65%
SCA
87
Stonebridge Capital Advisors
Minnesota
$2.8K
Morgan Stanley
88
Morgan Stanley
New York
$2.24K +$1.59K +74 +247%
IWM
89
Iams Wealth Management
Nebraska
-$749K -36,956 Closed
OMC
90
Old Mission Capital
Illinois
-$686K -33,556 Closed
LSA
91
Lion Street Advisors
Texas
-$537K -26,282 Closed
Mariner
92
Mariner
Kansas
-$429K -21,002 Closed
SWP
93
Summit Wealth Partners
Florida
-$365K -17,866 Closed
KWM
94
KFG Wealth Management
Indiana
-$338K -16,515 Closed
QCIG
95
Quad-Cities Investment Group
Iowa
-$249K -12,189 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
-$107K -5,211 Closed
BEI
97
Benjamin Edwards Inc
Missouri
-$80K -3,900 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
-$9.46K -463 Closed
AF
99
Allworth Financial
California
-$5.91K -289 Closed