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FT Vest US Equity Buffer ETF April

98 hedge funds and large institutions have $248M invested in FT Vest US Equity Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
15
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$667K +$251K +7,168 +60%
CW
52
CreativeOne Wealth
Kansas
$659K +$659K +18,840 New
ASN
53
Advisory Services Network
Georgia
$656K +$656K +18,763 New
AWM
54
Axxcess Wealth Management
California
$599K +$256K +7,317 +74%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$538K
BRWA
56
B. Riley Wealth Advisors
Florida
$533K -$11.4K -325 -2%
FCM
57
Fourpath Capital Management
Oklahoma
$506K +$506K +14,477 New
AWS
58
Atria Wealth Solutions
New York
$484K -$94.6K -2,707 -16%
AAS
59
Avantax Advisory Services
Texas
$468K -$285K -8,165 -38%
IAIM
60
International Assets Investment Management
Florida
$454K +$454K +14,051 New
RCM
61
Raleigh Capital Management
North Carolina
$444K +$444K +12,701 New
DC
62
Davenport & Co
Virginia
$441K +$441K +12,613 New
FI
63
FWG Investments
Kentucky
$431K +$431K +12,342 New
KWA
64
Kingswood Wealth Advisors
California
$421K +$421K +12,042 New
SS
65
Sunbelt Securities
Texas
$405K -$58.1K -1,663 -13%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$395K +$2.87K +82 +0.7%
CF
67
Centaurus Financial
California
$389K -$12.6K -360 -3%
KPWS
68
Kestra Private Wealth Services
Texas
$386K
LNC
69
Lincoln National Corp
Pennsylvania
$385K
MAC
70
Mason & Associates (California)
California
$385K -$45.1M -1,289,303 -99%
Mariner
71
Mariner
Kansas
$352K -$125K -3,577 -26%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$344K
DFA
73
DHJJ Financial Advisors
Illinois
$339K -$72K -2,060 -18%
LAS
74
Lloyd Advisory Services
Georgia
$335K +$335K +9,591 New
GM
75
GeoWealth Management
Illinois
$313K +$313K +8,961 New