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FT Vest US Equity Deep Buffer ETF September

98 hedge funds and large institutions have $136M invested in FT Vest US Equity Deep Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

833% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 3

39% more capital invested

Capital invested by funds: $98.2M → $136M (+$37.9M)

29% more funds holding

Funds holding: 7698 (+22)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

7.21% more ownership

Funds ownership: 47.78%55% (+7.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+22
Holders Change %
+28.95%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
27
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$15.7M +$1.57M +38,670 +11%
AA
2
Armis Advisers
Georgia
$15M +$15M +370,728 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.49M +$531K +13,115 +8%
SAMC
4
Spectrum Asset Management (California)
California
$6.92M -$46.2K -1,141 -0.7%
KAS
5
Kestra Advisory Services
Texas
$6.87M +$325K +8,021 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$5.29M +$5.29M +130,562 New
Osaic Holdings
7
Osaic Holdings
Arizona
$4.89M +$659K +16,278 +16%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.93M -$136K -3,363 -3%
AIM
9
Advyzon Investment Management
Illinois
$3.82M +$3.81M +94,107 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.56M +$1.05M +25,873 +42%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.41M +$970K +23,963 +40%
SAW
12
Signal Advisors Wealth
Michigan
$3.06M +$691K +17,071 +29%
Truist Financial
13
Truist Financial
North Carolina
$2.93M -$166K -4,091 -5%
OAJ
14
Ogorek Anthony Joseph
New York
$2.88M +$132K +3,259 +5%
CFCI
15
Comprehensive Financial Consultants Institutional
Indiana
$2.54M -$15.3K -377 -0.6%
AWM
16
AE Wealth Management
Kansas
$2.27M -$1.29M -31,947 -36%
JIP
17
Jaffetilchin Investment Partners
Florida
$2.18M -$101K -2,507 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.09M +$334K +8,244 +19%
LPL Financial
19
LPL Financial
California
$1.92M -$309K -7,639 -14%
FWM
20
Foguth Wealth Management
Michigan
$1.91M +$586K +14,482 +46%
WTFG
21
Wood Tarver Financial Group
Idaho
$1.89M +$1.89M +46,635 New
CBT
22
CoreFirst Bank & Trust
Kansas
$1.76M +$1.09M +26,902 +163%
LI
23
LifeWealth Investments
Florida
$1.55M +$1.55M +38,316 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.52M +$273K +6,737 +22%
HI
25
Harbour Investments
Wisconsin
$1.52M +$82.6K +2,040 +6%