We are live on ! Find out more
FAUG icon

FT Vest US Equity Buffer ETF August

94 hedge funds and large institutions have $149M invested in FT Vest US Equity Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.2M)

13% more funds holding

Funds holding: 8394 (+11)

8.04% more ownership

Funds ownership: 44.23%52.27% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
22
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
TRUADVICE
Florida
$1.39M -$4.83K -135 -0.4%
CAN
27
Cetera Advisor Networks
California
$1.21M -$1.1M -30,864 -48%
SDH
28
Sloy Dahl & Holst
Washington
$1.2M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.16M +$13.4K +375 +1%
Truist Financial
30
Truist Financial
North Carolina
$1.15M -$262K -7,337 -19%
WS
31
Wedbush Securities
California
$1.15M +$45.7K +1,277 +4%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.09M +$1.07M +29,958 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$1.06M
MML Investors Services
34
MML Investors Services
Massachusetts
$865K -$7.58K -212 -0.9%
Wolverine Trading
35
Wolverine Trading
Illinois
$820K +$244K +6,826 +43%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$756K +$741K +20,720 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$748K -$2.58K -72 -0.3%
AAS
38
Ameritas Advisory Services
Nebraska
$745K -$452K -12,635 -38%
LPL Financial
39
LPL Financial
California
$742K +$274K +7,654 +60%
LSA
40
Lion Street Advisors
Texas
$710K +$696K +19,460 New
1W
41
1776 Wealth
Georgia
$689K
WEG
42
World Equity Group
Illinois
$629K +$416K +11,620 New
SWM
43
SeaCrest Wealth Management
New York
$626K
APW
44
Aurora Private Wealth
New Jersey
$596K +$60.6K +1,695 +12%
LWM
45
Laidlaw Wealth Management
New York
$579K
VCM
46
Virtue Capital Management
Tennessee
$568K -$30.3K -848 -5%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$550K -$72 -2 -0%
SS
48
Sunbelt Securities
Texas
$550K +$286K +8,008 +111%
Mariner
49
Mariner
Kansas
$529K -$3.25K -91 -0.6%
SPIA
50
Steward Partners Investment Advisory
New York
$519K +$73.3K +2,050 +17%