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FT Vest US Equity Deep Buffer ETF August

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
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
76
Octavia Wealth Advisors
Ohio
$207K +$207K +6,080 New
MFGM
77
Marshall Financial Group (Maryland)
Maryland
$205K +$205K +6,026 New
SWM
78
Spire Wealth Management
Virginia
$199K -$43.8K -1,286 -18%
TLA
79
Tanglewood Legacy Advisors
Texas
$186K +$38.8K +1,140 +26%
UBS Group
80
UBS Group
Switzerland
$149K +$149K +4,385 New
EWM
81
EPG Wealth Management
Georgia
$68.1K
CIAS
82
Capital Investment Advisory Services
North Carolina
$68.1K
LFG
83
Larson Financial Group
Missouri
$60.4K +$306 +9 +0.5%
GM
84
GeoWealth Management
Illinois
$51K +$51K +1,500 New
MIM
85
MTM Investment Management
South Carolina
$34K
AF
86
Advisornet Financial
Minnesota
$22.1K -$3.4K -100 -13%
Wells Fargo
87
Wells Fargo
California
$20.9K
PIAS
88
PCA Investment Advisory Services
Ohio
$20.4K +$20.4K +600 New
AWM
89
Avior Wealth Management
Nebraska
$13.6K -$59.6K -1,751 -81%
HWA
90
HHM Wealth Advisors
Tennessee
$7.83K
WI
91
Wintrust Investments
Illinois
-$2.19M -68,166 Closed
WP
92
WealthSource Partners
California
-$737K -22,940 Closed
WP
93
WealthPLAN Partners
Nebraska
-$577K -17,953 Closed
LNC
94
Lincoln National Corp
Pennsylvania
-$281K -8,750 Closed
TSS
95
Two Sigma Securities
New York
-$205K -6,381 Closed
CF
96
Centaurus Financial
California
-$162K -5,050 Closed
WIM
97
WealthPlan Investment Management
Nebraska
-$99.8K -3,109 Closed
ASN
98
Advisory Services Network
Georgia
-$8.03K -250 Closed
GI
99
Gradient Investments
Minnesota
-$5.46K -170 Closed