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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.

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 %
Wells Fargo
1
Wells Fargo
California
$43.1M +$43.1M +1,231,825 New
AIM
2
Astor Investment Management
Illinois
$23.1M +$23.1M +661,549 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M +$16.8M +480,194 +436%
AI
4
Atria Investments
North Carolina
$19.8M +$5.75M +164,481 +41%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.3M -$1.75M -50,036 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.1M -$1.07M -30,536 -8%
SMF
7
Sterling Manor Financial
New York
$10.3M -$116K -3,326 -1%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$5.91M -$82.8K -2,369 -1%
OAJ
9
Ogorek Anthony Joseph
New York
$4.64M
LCGC
10
Legacy Capital Group California
California
$4.29M +$4.29M +122,671 New
TLA
11
Tanglewood Legacy Advisors
Texas
$4.12M -$4.37K -125 -0.1%
OIA
12
OneDigital Investment Advisors
Kansas
$4M -$704K -20,141 -15%
RA
13
RiverTree Advisors
Florida
$3.82M +$121K +3,471 +3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.7M -$42K -1,202 -1%
Truist Financial
15
Truist Financial
North Carolina
$3.58M -$255K -7,293 -7%
SAW
16
Signal Advisors Wealth
Michigan
$3.42M +$3.42M +97,808 New
SI
17
Stephens Inc
Arkansas
$3.31M -$255K -7,300 -7%
KAS
18
Kestra Advisory Services
Texas
$3.2M +$1.7M +48,721 +114%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.88M +$78.4K +2,242 +3%
RFG
20
REAP Financial Group
Texas
$2.63M +$2.63M +75,252 New
LPL Financial
21
LPL Financial
California
$2.57M +$264K +7,542 +11%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2.26M -$74.1K -2,119 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.07M +$53.7K +1,537 +3%
ETIA
24
Epic Trust Investment Advisors
Washington
$2.05M
AWM
25
AE Wealth Management
Kansas
$1.92M -$2.03M -57,053 -51%