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FT Vest US Equity Deep Buffer ETF October

89 hedge funds and large institutions have $191M invested in FT Vest US Equity Deep Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

210% more capital invested

Capital invested by funds: $61.8M → $191M (+$130M)

46% more funds holding

Funds holding: 6189 (+28)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

29.57% more ownership

Funds ownership: 35.61%65.18% (+30%)

Holders
89
Holders Change
+28
Holders Change %
+45.9%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
29
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Castleview Partners
Texas
$1.56M +$1.56M +39,668 New
HIS
27
Harvest Investment Services
Illinois
$1.51M +$1.51M +38,260 New
IP
28
Ignite Planners
California
$1.33M +$695K +17,662 +111%
WTFG
29
Wood Tarver Financial Group
Idaho
$1.31M +$1.31M +33,285 New
AWM
30
AE Wealth Management
Kansas
$1.19M -$22K -560 -2%
SWM
31
Spire Wealth Management
Virginia
$1.16M +$591K +15,005 +105%
BCM
32
Brookstone Capital Management
Illinois
$1.14M -$20K -507 -2%
1SB
33
1ST Source Bank
Indiana
$1.09M
BFG
34
Beacon Financial Group
Texas
$1.03M +$284K +7,208 +38%
CCFM
35
Clear Creek Financial Management
Washington
$1.02M +$814K +20,686 +390%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$961K +$21.7K +550 +2%
IWA
37
Icon Wealth Advisors
Texas
$832K -$3.11K -79 -0.4%
OC
38
Oppenheimer & Co
New York
$787K +$787K +20,000 New
IF
39
Integrity Financial
Wyoming
$705K +$405K +10,278 +135%
BRWA
40
B. Riley Wealth Advisors
Florida
$674K +$674K +17,118 New
FFS
41
Founders Financial Securities
Maryland
$619K +$298K +7,581 +93%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$559K -$115K -2,912 -17%
IA
43
IFP Advisors
Florida
$518K +$25.1K +637 +5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$509K +$509K +12,922 New
Jane Street
45
Jane Street
New York
$486K -$82.9K -2,105 -15%
HP
46
Holistic Planning
Texas
$462K +$462K +11,727 New
HAM
47
Hickory Asset Management
Ohio
$425K +$425K +10,790 New
1W
48
1776 Wealth
Georgia
$420K
TLA
49
Tanglewood Legacy Advisors
Texas
$419K -$89.3K -2,269 -18%
ACMA
50
Arbor Capital Management (Alaska)
Alaska
$405K +$113K +2,858 +39%