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FT Vest US Equity Deep Buffer ETF September

76 hedge funds and large institutions have $98.2M invested in FT Vest US Equity Deep Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

48% more capital invested

Capital invested by funds: $66.4M → $98.2M (+$31.7M)

17% more funds holding

Funds holding: 6576 (+11)

10.03% more ownership

Funds ownership: 37.75%47.78% (+10%)

Holders
76
Holders Change
+11
Holders Change %
+16.92%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
27
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$14M +$3.46M +87,690 +33%
SAMC
2
Spectrum Asset Management (California)
California
$6.88M +$6.78M +171,787 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.87M +$1.43M +36,367 +27%
KAS
4
Kestra Advisory Services
Texas
$6.47M +$913K +23,143 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.17M +$2.03M +51,489 +98%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$4.01M +$906K +22,957 +30%
AWM
7
AE Wealth Management
Kansas
$3.52M -$23.8K -604 -0.7%
Truist Financial
8
Truist Financial
North Carolina
$3.06M -$710 -18 -0%
OAJ
9
Ogorek Anthony Joseph
New York
$2.71M
CFCI
10
Comprehensive Financial Consultants Institutional
Indiana
$2.53M +$2.49M +63,102 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.48M +$336K +8,507 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.41M +$200K +5,071 +9%
SAW
13
Signal Advisors Wealth
Michigan
$2.34M +$1.59M +40,199 +221%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.3M +$1.67M +42,426 +283%
JIP
15
Jaffetilchin Investment Partners
Florida
$2.25M +$2.22M +56,277 New
LPL Financial
16
LPL Financial
California
$2.2M +$48.9K +1,240 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.74M +$101K +2,549 +6%
HI
18
Harbour Investments
Wisconsin
$1.42M +$400K +10,141 +40%
RJA
19
Raymond James & Associates
Florida
$1.33M +$928K +23,528 +243%
TC
20
TownSquare Capital
Utah
$1.28M +$728K +18,456 +136%
FWM
21
Foguth Wealth Management
Michigan
$1.27M +$1.25M +31,685 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.24M -$83.3K -2,112 -6%
MA
23
Mutual Advisors
Nebraska
$1.22M +$103K +2,600 +9%
IP
24
Ignite Planners
California
$1.2M -$389K -9,864 -25%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$1.11M