We are live on ! Find out more
DSEP icon

FT Vest US Equity Deep Buffer ETF September

65 hedge funds and large institutions have $66.4M invested in FT Vest US Equity Deep Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.57% less ownership

Funds ownership: 40.32%37.75% (-2.6%)

7% less funds holding

Funds holding: 7065 (-5)

11% less capital invested

Capital invested by funds: $74.3M → $66.4M (-$7.89M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 35

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$10.2M -$655K -17,046 -6%
KAS
2
Kestra Advisory Services
Texas
$5.41M -$1.36M -35,257 -20%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.29M -$105K -2,725 -2%
AWM
4
AE Wealth Management
Kansas
$3.47M -$178K -4,641 -5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.02M -$323K -8,417 -10%
Truist Financial
6
Truist Financial
North Carolina
$2.99M +$19.7K +512 +0.7%
OAJ
7
Ogorek Anthony Joseph
New York
$2.65M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.15M -$473K -12,309 -18%
LPL Financial
9
LPL Financial
California
$2.1M -$30.7K -800 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.09M -$179K -4,655 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.06M -$586K -15,251 -22%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.6M -$67.7K -1,762 -4%
IP
13
Ignite Planners
California
$1.56M
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.29M -$39.3K -1,023 -3%
Jane Street
15
Jane Street
New York
$1.16M -$19.4K -505 -2%
PCG
16
Prosperity Consulting Group
Maryland
$1.14M -$109K -2,834 -9%
MA
17
Mutual Advisors
Nebraska
$1.09M -$171K -4,444 -14%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$1.09M -$17.8K -462 -2%
HI
19
Harbour Investments
Wisconsin
$988K -$245K -6,376 -20%
PFS
20
Prospera Financial Services
Texas
$964K
SAW
21
Signal Advisors Wealth
Michigan
$710K -$496K -12,906 -42%
OBWG
22
Onyx Bridge Wealth Group
New York
$708K -$91.5K -2,380 -12%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$662K
AWM
24
Apollon Wealth Management
South Carolina
$645K
PCA
25
Prosperity Capital Advisors
Ohio
$610K