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FT Vest US Equity Buffer ETF April

81 hedge funds and large institutions have $202M invested in FT Vest US Equity Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
35
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAC
1
Mason & Associates (California)
California
$44M -$296K -9,032 -0.7%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.7M +$173K +5,289 +1%
AI
3
Atria Investments
North Carolina
$13.1M +$2.18M +66,363 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.9M +$7.11M +216,558 +123%
SMF
5
Sterling Manor Financial
New York
$9.51M +$9.51M +289,762 New
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$6.76M +$6.76M +206,031 New
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$5.64M +$108K +3,299 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.11M -$5.87M -178,965 -53%
AWM
9
AE Wealth Management
Kansas
$4.85M -$982K -29,917 -17%
OIA
10
OneDigital Investment Advisors
Kansas
$4.6M +$102K +3,100 +2%
OAJ
11
Ogorek Anthony Joseph
New York
$4.42M +$3.64K +111 +0.1%
RA
12
RiverTree Advisors
Florida
$4.41M +$4.41M +134,358 New
T
13
TRUADVICE
Florida
$4.2M +$1.12M +33,809 +36%
TLA
14
Tanglewood Legacy Advisors
Texas
$3.87M
Truist Financial
15
Truist Financial
North Carolina
$3.52M -$2.07M -63,023 -37%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$3.51M +$1.83M +55,658 +108%
SI
17
Stephens Inc
Arkansas
$3.49M +$3.49M +106,400 New
GWM
18
GDS Wealth Management
Texas
$2.78M +$2.78M +84,661 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.72M +$486K +14,810 +22%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.44M +$388K +11,835 +19%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$2.24M +68,147 New
KAS
22
Kestra Advisory Services
Texas
$2.18M +$676K +20,590 +45%
SW
23
SMART Wealth
Nebraska
$2.14M -$1.38M -42,111 -39%
ETIA
24
Epic Trust Investment Advisors
Washington
$1.95M +$1.95M +59,508 New
NA
25
NewEdge Advisors
Louisiana
$1.88M -$302K -9,195 -14%