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FT Vest US Equity Deep Buffer ETF August
DAUG

Overview Fund Activity

90 hedge funds and large institutions have $288M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
25
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$21.3M
2
TCM
2
Triumph Capital Management
Colorado
$4.35M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.39M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12M
5
Jane Street
5
Jane Street
New York
$2.96M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$2.82M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$267K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$52.3M
4
BFG
4
Beacon Financial Group
Texas
$4.62M
5
WI
5
Wintrust Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SlateStone Wealth
Florida
$2.76M -$298K -8,757 -10%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$2.69M +$99.3K +2,917 +4%
Truist Financial
28
Truist Financial
North Carolina
$2.11M -$407K -11,950 -16%
KAS
29
Kestra Advisory Services
Texas
$2.08M -$229K -6,718 -10%
RJA
30
Raymond James & Associates
Florida
$2.03M +$218K +6,407 +12%
NA
31
NewEdge Advisors
Louisiana
$1.94M +$457K +13,419 +31%
HI
32
Harbour Investments
Wisconsin
$1.8M +$653K +19,190 +57%
MA
33
Mutual Advisors
Nebraska
$1.67M -$364K -10,705 -18%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$1.66M -$688K -20,218 -29%
IP
35
Ignite Planners
California
$1.64M +$28.2K +840 +2%
CP
36
Camelot Portfolios
Ohio
$1.62M -$9.05K -266 -0.6%
CA
37
Cetera Advisors
Colorado
$1.54M -$182K -5,338 -11%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.27M +$622K +18,265 +96%
CFGS
39
Concourse Financial Group Securities
Alabama
$1.19M +$97.5K +2,865 +9%
SCA
40
Sage Capital Advisors
South Dakota
$1.09M -$411K -12,075 -27%
TWM
41
TriaGen Wealth Management
California
$1.09M -$23.5K -692 -2%
AAS
42
Avantax Advisory Services
Texas
$998K +$142K +4,166 +17%
SAG
43
SageView Advisory Group
California
$851K -$92.5K -2,718 -10%
AWS
44
Atria Wealth Solutions
New York
$841K -$11.6K -340 -1%
TC
45
TownSquare Capital
Utah
$820K -$509K -14,945 -38%
Citadel Advisors
46
Citadel Advisors
Florida
$770K +$239K +7,018 +45%
IAN
47
Integrated Advisors Network
Texas
$704K -$146K -4,282 -17%
KPWS
48
Kestra Private Wealth Services
Texas
$703K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$621K +$621K +18,254 New
CAAS
50
Capital Asset Advisory Services
Michigan
$593K -$1.55K -45 -0.3%
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