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FT Vest US Equity Deep Buffer ETF July

113 hedge funds and large institutions have $196M invested in FT Vest US Equity Deep Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 103113 (+10)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

5% less capital invested

Capital invested by funds: $207M → $196M (-$10.3M)

11.26% less ownership

Funds ownership: 59.61%48.35% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
22
Increased
33
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$32M -$370K -8,091 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.3M +$1.07M +23,407 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$11.5M -$95.8K -2,094 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.22M +$388K +8,474 +5%
IP
5
Ignite Planners
California
$7.47M -$202K -4,418 -3%
LI
6
LifeWealth Investments
Florida
$7.18M -$695K -15,201 -9%
CFS
7
Commonwealth Financial Services
West Virginia
$6.91M -$45.9K -1,004 -0.7%
Truist Financial
8
Truist Financial
North Carolina
$6.67M -$309K -6,746 -5%
RFG
9
REAP Financial Group
Texas
$6.55M -$859K -18,774 -12%
RDFA
10
Ritter Daniher Financial Advisory
Ohio
$5.95M +$5.82M +127,316 New
WW
11
Winnow Wealth
Texas
$5.83M +$5.68M +124,116 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$5.08M +$553K +12,100 +13%
FFS
13
Founders Financial Securities
Maryland
$4.9M +$1.41M +30,803 +41%
KAS
14
Kestra Advisory Services
Texas
$4.43M +$140K +3,058 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.04M +$201K +4,391 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.79M +$1.43M +31,311 +63%
LPL Financial
17
LPL Financial
California
$3.38M +$1.09M +23,753 +49%
NWM
18
Nova Wealth Management
Florida
$3.16M -$932K -20,377 -23%
WTFG
19
Wood Tarver Financial Group
Idaho
$3.09M +$1.05M +22,855 +53%
CFCI
20
Comprehensive Financial Consultants Institutional
Indiana
$2.93M +$2.87M +62,684 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.74M -$187K -4,083 -7%
HFM
22
Hartford Financial Management
Connecticut
$2.32M -$4.46M -97,533 -66%
UWP
23
Uniting Wealth Partners
Kansas
$1.99M +$1.95M +42,684 New
AAS
24
Ameritas Advisory Services
Nebraska
$1.82M +$621K +13,567 +53%
SWM
25
Spire Wealth Management
Virginia
$1.77M -$257K -5,617 -13%