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FT Vest US Equity Deep Buffer ETF August
DAUG

Overview Fund Activity

87 hedge funds and large institutions have $316M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
29
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$55M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$44.4M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$55.1M
4
AWM
4
AE Wealth Management
Kansas
$12.7M
5
BCM
5
Brookstone Capital Management
Illinois
$4.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.51M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.15M
3
KAS
3
Kestra Advisory Services
Texas
$2.18M
4
CAN
4
Cetera Advisor Networks
California
$13.8M
5
SG
5
StoneX Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$2.18M -$1.54M -48,014 -41%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.15M -$4.65M -144,739 -68%
CW
28
CreativeOne Wealth
Kansas
$2.12M +$2.12M +65,953 New
BRWA
29
B. Riley Wealth Advisors
Florida
$2.03M +$381K +11,865 +23%
MA
30
Mutual Advisors
Nebraska
$1.92M -$147K -4,578 -7%
RJA
31
Raymond James & Associates
Florida
$1.71M +$1.45M +45,263 +558%
CA
32
Cetera Advisors
Colorado
$1.62M +$153K +4,776 +10%
IP
33
Ignite Planners
California
$1.54M +$1.16M +36,196 +310%
CP
34
Camelot Portfolios
Ohio
$1.54M -$22.3K -695 -1%
OMC
35
Old Mission Capital
Illinois
$1.5M +$1.25M +38,863 +502%
SCA
36
Sage Capital Advisors
South Dakota
$1.42M +$817K +25,422 +135%
NA
37
NewEdge Advisors
Louisiana
$1.39M +$385K +12,077 +38%
TC
38
TownSquare Capital
Utah
$1.25M +$1.25M +39,053 New
HI
39
Harbour Investments
Wisconsin
$1.09M -$72.3K -2,250 -6%
TWM
40
TriaGen Wealth Management
California
$1.05M +$144K +4,468 +16%
AAS
41
Ameritas Advisory Services
Nebraska
$1.04M -$214K -6,663 -17%
CFGS
42
Concourse Financial Group Securities
Alabama
$1.03M +$994K +30,948 +2,543%
SAG
43
SageView Advisory Group
California
$891K +$119K +3,718 +15%
AAS
44
Avantax Advisory Services
Texas
$808K +$267K +8,317 +49%
AWS
45
Atria Wealth Solutions
New York
$805K – – –
IAN
46
Integrated Advisors Network
Texas
$802K -$44K -1,371 -5%
WP
47
WealthSource Partners
California
$737K -$10.6K -330 -1%
KPWS
48
Kestra Private Wealth Services
Texas
$664K +$395K +12,294 +147%
SB
49
Strategic Blueprint
Georgia
$634K -$6.91K -215 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$613K – – –
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