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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
APA
1
American Portfolios Advisors
New York
$67.1M -$2.06M -60,997 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.7M +$1.1M +32,525 +6%
WP
3
WealthPLAN Partners
Nebraska
$17.1M +$399K +11,800 +2%
CCFM
4
Clear Creek Financial Management
Washington
$6.85M +$5.16M +152,508 +320%
CA
5
Cetera Advisors
Colorado
$5.55M -$3.64M -107,677 -40%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.54M -$686K -20,261 -11%
EFL
7
ERn Financial LLC
Wisconsin
$5.21M +$136K +4,018 +3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.55M -$8.87K -262 -0.2%
LPT
9
Legacy Private Trust
Wisconsin
$4.32M -$137K -4,041 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.13M -$175K -5,157 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4M +$54.5K +1,611 +1%
HI
12
Harbour Investments
Wisconsin
$3.74M -$448K -13,246 -11%
AMC
13
Asset Management Corp
Illinois
$2.98M -$71.1K -2,100 -2%
GRP
14
Global Retirement Partners
California
$2.69M +$2.65M +78,432 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.63M +$116K +3,438 +5%
AAS
16
Avantax Advisory Services
Texas
$2.53M
T
17
TRUADVICE
Florida
$2.25M -$11.6K -344 -0.5%
SPC
18
Sigma Planning Corp
Michigan
$2.04M -$13K -383 -0.6%
CP
19
Camelot Portfolios
Ohio
$1.92M +$321K +9,498 +20%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.82M
AIC
21
Ameritas Investment Company
Nebraska
$1.75M +$886K +26,190 +205%
CAS
22
Cascadia Advisory Services
Oregon
$1.53M -$299K -8,820 -16%
1SB
23
1ST Source Bank
Indiana
$1.48M +$401K +11,840 +38%
KAS
24
Kestra Advisory Services
Texas
$1.46M -$102K -3,016 -7%
AI
25
Atria Investments
North Carolina
$1.44M +$331K +9,772 +30%