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FT Vest US Equity Deep Buffer ETF September

59 hedge funds and large institutions have $88.9M invested in FT Vest US Equity Deep Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.77% more ownership

Funds ownership: 50.88%56.65% (+5.8%)

0% more funds holding

Funds holding: 5959 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less capital invested

Capital invested by funds: $90.3M → $88.9M (-$1.4M)

89% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 35

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
4
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Beacon Financial Group
Texas
$14.3M -$318K -9,710 -2%
ACM
2
Advance Capital Management
Michigan
$12.2M +$2.04M +62,387 +21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.25M -$611K -18,653 -7%
AWM
4
AE Wealth Management
Kansas
$3.94M -$530K -16,174 -12%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.66M +$263K +8,027 +8%
Truist Financial
6
Truist Financial
North Carolina
$3.58M -$50.6K -1,545 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.57M -$132K -4,036 -4%
PAG
8
Private Advisory Group
Washington
$3.33M -$1.65M -50,293 -34%
HFM
9
Hartford Financial Management
Connecticut
$3.22M -$38.9K -1,187 -1%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.16M -$71.7K -2,191 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.36M -$3.4M -103,827 -60%
IP
12
Ignite Planners
California
$2.3M -$1.1M -33,698 -33%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.17M -$1.41M -42,967 -40%
NA
14
NewEdge Advisors
Louisiana
$1.77M -$34.2K -1,044 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.42M -$149K -4,554 -10%
MA
16
Mutual Advisors
Nebraska
$1.12M -$164K -5,000 -13%
PCG
17
Prosperity Consulting Group
Maryland
$1.04M -$124K -3,777 -11%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$970K -$5.63K -172 -0.6%
CFGS
19
Concourse Financial Group Securities
Alabama
$911K -$401K -12,253 -32%
HI
20
Harbour Investments
Wisconsin
$907K -$268K -8,174 -24%
PFS
21
Prospera Financial Services
Texas
$892K
OBWG
22
Onyx Bridge Wealth Group
New York
$758K +$725K +22,153 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$715K -$1.79M -54,616 -72%
HighTower Advisors
24
HighTower Advisors
Illinois
$708K
AWM
25
Apollon Wealth Management
South Carolina
$674K -$16.4K -500 -2%