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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 %
WP
51
WealthPLAN Partners
Nebraska
$577K -$97.4K -3,031 -14%
CAAS
52
Capital Asset Advisory Services
Michigan
$556K -$29.9K -932 -5%
CWS
53
Cypress Wealth Services
California
$532K – – –
JIP
54
Jaffetilchin Investment Partners
Florida
$510K -$48.8K -1,518 -9%
SS
55
Sunbelt Securities
Texas
$503K -$6.36K -200 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$501K +$501K +15,596 New
IFS
57
Ifrah Financial Services
Arkansas
$445K +$445K +13,863 New
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$427K -$3.86K -120 -0.9%
FPWM
59
FSB Premier Wealth Management
Iowa
$374K – – –
MWM
60
Meridian Wealth Management
Kentucky
$358K -$39.7K -1,235 -10%
OIA
61
OneDigital Investment Advisors
Kansas
$315K – – –
LNC
62
Lincoln National Corp
Pennsylvania
$281K – – –
WFA
63
WMG Financial Advisors
Tennessee
$267K – – –
DIM
64
Delta Investment Management
California
$265K – – –
IF
65
Integrity Financial
Wyoming
$262K – – –
OPA
66
Old Port Advisors
Maine
$259K – – –
SC
67
Schubert & Co
Texas
$250K +$250K +7,776 New
SOS
68
Silver Oak Securities
Tennessee
$249K -$6.46K -201 -3%
WS
69
Wedbush Securities
California
$229K +$1.28K +40 +0.6%
SWM
70
Spire Wealth Management
Virginia
$229K -$527K -16,394 -70%
TSS
71
Two Sigma Securities
New York
$205K +$205K +6,381 New
CF
72
Centaurus Financial
California
$162K +$59.2K +1,845 +58%
TLA
73
Tanglewood Legacy Advisors
Texas
$139K -$33K -1,027 -19%
WIM
74
WealthPlan Investment Management
Nebraska
$99.8K -$574K -17,875 -85%
AWM
75
Avior Wealth Management
Nebraska
$69.1K +$69.1K +2,151 New
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