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FT Vest US Equity Deep Buffer ETF July

111 hedge funds and large institutions have $213M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
21
Increased
16
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
1
Ogorek Anthony Joseph
New York
$32.3M -$174K -4,141 -0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$17.2M +$17.2M +410,621 New
AA
3
Armis Advisers
Georgia
$8.33M +$8.33M +198,462 New
IP
4
Ignite Planners
California
$8.04M -$517K -12,240 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.78M -$15.5M -368,447 -67%
CFS
6
Commonwealth Financial Services
West Virginia
$7.3M +$245K +5,833 +3%
RFG
7
REAP Financial Group
Texas
$7.27M +$301K +7,168 +4%
SMG
8
Smart Money Group
Texas
$7.01M -$206K -4,897 -3%
FWM
9
Foguth Wealth Management
Michigan
$6.84M +$3.95M +92,021 +136%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.64M -$3.08M -73,347 -32%
Truist Financial
11
Truist Financial
North Carolina
$6.48M -$623K -14,844 -9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.43M -$252K -6,014 -4%
WW
13
Winnow Wealth
Texas
$6.03M +$6.03M +143,916 New
HAM
14
Hickory Asset Management
Ohio
$5.63M +$5.63M +134,069 New
NWM
15
Nova Wealth Management
Florida
$5.44M +$5.44M +129,479 New
SAW
16
Signal Advisors Wealth
Michigan
$5.02M +$2.19M +52,259 +78%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$4.64M -$781K -18,600 -14%
KAS
18
Kestra Advisory Services
Texas
$4.42M +$93K +2,216 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.18M -$150K -3,570 -5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.15M -$267K -6,363 -8%
WTFG
21
Wood Tarver Financial Group
Idaho
$2.74M +$2.74M +65,289 New
LI
22
LifeWealth Investments
Florida
$2.68M +$2.68M +63,784 New
AWM
23
AE Wealth Management
Kansas
$2.59M -$2.11M -50,176 -45%
SWM
24
Spire Wealth Management
Virginia
$2.36M -$161K -3,845 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.25M -$205K -4,893 -8%