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FT Vest US Equity Deep Buffer ETF September

39 hedge funds and large institutions have $21.1M invested in FT Vest US Equity Deep Buffer ETF September in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $18.7M → $21.1M (+$2.36M)

5% more funds holding

Funds holding: 3739 (+2)

7.28% less ownership

Funds ownership: 27.95%20.67% (-7.3%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.56M +$57.2K +1,827 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.98M +$319K +10,200 +18%
CW
3
CreativeOne Wealth
Kansas
$1.4M +$1.44M +46,086 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.25M +$595K +19,003 +86%
BFG
5
Beacon Financial Group
Texas
$1.06M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$893K +$80.1K +2,558 +10%
CFGS
7
Concourse Financial Group Securities
Alabama
$782K +$7.33K +234 +0.9%
Citadel Advisors
8
Citadel Advisors
Florida
$777K +$287K +9,173 +56%
CFCI
9
Comprehensive Financial Consultants Institutional
Indiana
$731K
MA
10
Mutual Advisors
Nebraska
$695K
MWM
11
Meridian Wealth Management
Kentucky
$598K +$618K +19,735 New
CP
12
Castleview Partners
Texas
$562K +$771K +24,617 +1,590%
OMC
13
Old Mission Capital
Illinois
$543K +$561K +17,925 New
AAS
14
Ameritas Advisory Services
Nebraska
$498K +$25K +800 +5%
LI
15
LVZ Inc
Michigan
$472K
GM
16
GeoWealth Management
Illinois
$462K +$477K +15,240 New
SCA
17
Sage Capital Advisors
South Dakota
$462K +$477K +15,240 New
DIM
18
Delta Investment Management
California
$459K
CA
19
Cetera Advisors
Colorado
$370K -$7.92K -253 -2%
TCM
20
Triumph Capital Management
Colorado
$338K +$19.4K +621 +6%
ACMA
21
Arbor Capital Management (Alaska)
Alaska
$320K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$320K
SS
23
Sunbelt Securities
Texas
$306K
DFA
24
DHJJ Financial Advisors
Illinois
$289K -$11K -350 -4%
FIA
25
Foundations Investment Advisors
Arizona
$286K