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FT Vest US Equity Deep Buffer ETF July

100 hedge funds and large institutions have $285M invested in FT Vest US Equity Deep Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+18
Holders Change %
+21.95%
% of All Funds
1.47%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
26
Increased
38
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
1
Ogorek Anthony Joseph
New York
$53M +$41.3M +1,131,738 +354%
Osaic Holdings
2
Osaic Holdings
Arizona
$34.4M -$1.09M -29,767 -3%
LAM
3
Lifestyle Asset Management
Texas
$30.3M +$1.65M +45,335 +6%
SMG
4
Smart Money Group
Texas
$19.8M +$19.8M +542,216 New
BFG
5
Bouchey Financial Group
New York
$16M +$16M +437,199 New
IP
6
Ignite Planners
California
$10.5M +$497K +13,657 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$10.2M +$734K +20,115 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.76M +$6.02M +165,008 +161%
AWM
9
AE Wealth Management
Kansas
$7.65M +$915K +24,643 +14%
RJA
10
Raymond James & Associates
Florida
$6.63M -$61.5K -1,685 -0.9%
FHC
11
First Heartland Consultants
Missouri
$6.01M +$6.01M +164,598 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.24M +$1.42M +38,977 +37%
CFS
13
Commonwealth Financial Services
West Virginia
$4.86M -$20K -549 -0.4%
SWM
14
Scissortail Wealth Management
Oklahoma
$4.34M +$66K +1,768 +2%
CFCI
15
Comprehensive Financial Consultants Institutional
Indiana
$3.49M +$537K +14,700 +18%
DLHL
16
Donald L. Hagan LLC
Florida
$2.88M -$5.37K -147 -0.2%
RFG
17
REAP Financial Group
Texas
$2.85M +$2.85M +78,057 New
NFG
18
Nations Financial Group
Iowa
$2.63M +$66.2K +1,815 +3%
KAS
19
Kestra Advisory Services
Texas
$2.63M -$18.5K -508 -0.7%
RA
20
RFG Advisory
Alabama
$2.47M -$14.7K -404 -0.6%
CA
21
Cetera Advisors
Colorado
$2.14M +$50.4K +1,380 +2%
SWM
22
Spire Wealth Management
Virginia
$2.07M +$869K +23,561 +72%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.98M -$3.83K -105 -0.2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1.72M +$1.3M +35,503 +306%
Truist Financial
25
Truist Financial
North Carolina
$1.69M -$191K -5,239 -10%