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FT Vest US Equity Deep Buffer ETF February

78 hedge funds and large institutions have $201M invested in FT Vest US Equity Deep Buffer ETF February in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 7478 (+4)

1.27% more ownership

Funds ownership: 67.27%68.54% (+1.3%)

12% less capital invested

Capital invested by funds: $227M → $201M (-$26.2M)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
11
Increased
15
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avestar Capital
New York
$428K
DFA
52
DHJJ Financial Advisors
Illinois
$395K
Goldman Sachs
53
Goldman Sachs
New York
$394K +$389K +11,500 New
SF
54
Synovus Financial
Georgia
$374K +$370K +10,933 New
CA
55
Cambridge Advisors
Nebraska
$355K -$25.4K -750 -7%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$292K -$111K -3,276 -28%
RIA
57
Regal Investment Advisors
Michigan
$275K +$272K +8,025 New
NFG
58
Nations Financial Group
Iowa
$272K -$5.92K -175 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$266K
CWS
60
Cypress Wealth Services
California
$257K -$680K -20,100 -73%
FHC
61
First Heartland Consultants
Missouri
$252K -$1.15M -33,961 -82%
UR
62
USCA RIA
Texas
$218K
Morgan Stanley
63
Morgan Stanley
New York
$217K -$16.9K -500 -7%
DA
64
DCM Advisors
New York
$217K
MCWS
65
McKinley Carter Wealth Services
West Virginia
$203K +$201K +5,929 New
GI
66
Gradient Investments
Minnesota
$123K
NFG
67
Next Financial Group
Texas
$120K -$8.02K -237 -6%
William Blair & Company
68
William Blair & Company
Illinois
$66K +$65.4K +1,933 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$56K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$51K
SB
71
Strategic Blueprint
Georgia
$48K +$47.1K +1,392 New
IA
72
IFP Advisors
Florida
$47K
AA
73
AlphaMark Advisors
Kentucky
$43K
UBS Group
74
UBS Group
Switzerland
$31K +$30.4K +897 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$12K