DJUL icon

FT Vest US Equity Deep Buffer ETF July

82 hedge funds and large institutions have $218M invested in FT Vest US Equity Deep Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+33
Holders Change %
+67.35%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
39
Increased
26
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$33M +$29.8M +877,342 +920%
LAM
2
Lifestyle Asset Management
Texas
$26.6M +$26.6M +784,283 New
MAM
3
Milestone Asset Management
Pennsylvania
$23.4M +$23.4M +688,853 New
FIA
4
Foundations Investment Advisors
Arizona
$23M +$23M +676,198 New
OAJ
5
Ogorek Anthony Joseph
New York
$10.9M +$10.9M +319,547 New
IP
6
Ignite Planners
California
$9.3M +$8.07M +238,163 +657%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.79M +$8.79M +258,636 New
RJA
8
Raymond James & Associates
Florida
$6.23M +$6.23M +183,291 New
AWM
9
AE Wealth Management
Kansas
$6.16M +$2.9M +85,250 +89%
CFS
10
Commonwealth Financial Services
West Virginia
$4.54M +$4.54M +133,632 New
BCM
11
Brookstone Capital Management
Illinois
$4.1M -$344K -10,114 -8%
SWM
12
Scissortail Wealth Management
Oklahoma
$3.87M +$3.87M +114,571 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.56M +$2.7M +79,471 +315%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.48M +$1.35M +39,615 +63%
IA
15
IFP Advisors
Florida
$3.26M +$2.65M +78,002 +438%
CFCI
16
Comprehensive Financial Consultants Institutional
Indiana
$2.75M +$2.75M +80,818 New
DLHL
17
Donald L. Hagan LLC
Florida
$2.68M +$2.68M +78,929 New
KAS
18
Kestra Advisory Services
Texas
$2.46M +$2.46M +72,499 New
NFG
19
Nations Financial Group
Iowa
$2.39M +$2.39M +70,266 New
SW
20
SMART Wealth
Nebraska
$2.36M +$179K +5,269 +8%
RA
21
RFG Advisory
Alabama
$2.32M +$2.32M +68,195 New
CA
22
Cetera Advisors
Colorado
$1.94M +$1.02M +29,913 +110%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.84M +$1.06M +31,255 +136%
Truist Financial
24
Truist Financial
North Carolina
$1.75M +$1.49M +43,816 +571%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.7M -$219K -6,442 -11%