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FT Vest US Equity Buffer ETF August

114 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $149M → $289M (+$141M)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

21% more funds holding

Funds holding: 94114 (+20)

3.11% more ownership

Funds ownership: 52.27%55.38% (+3.1%)

Holders
114
Holders Change
+20
Holders Change %
+21.28%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
40
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.42M -$69.5K -1,878 -3%
WI
27
Wintrust Investments
Illinois
$2.41M +$2.31M +62,331 New
IF
28
Integrity Financial
Wyoming
$2.28M -$392K -10,603 -15%
LPL Financial
29
LPL Financial
California
$2.11M +$1.27M +34,397 +169%
MWM
30
Maltin Wealth Management
New Jersey
$2.03M +$1.95M +52,656 New
CA
31
Cetera Advisors
Colorado
$1.84M -$71.3K -1,927 -4%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1.74M
T
33
TRUADVICE
Florida
$1.65M +$174K +4,704 +12%
ARC
34
Advisor Resource Council
Texas
$1.59M +$1.52M +41,095 New
IWP
35
Icon Wealth Partners
Texas
$1.59M -$141K -3,796 -8%
WEG
36
World Equity Group
Illinois
$1.53M +$1.04M +27,975 +241%
AWM
37
Apollon Wealth Management
South Carolina
$1.47M -$10.2K -275 -0.7%
FPWM
38
FSB Premier Wealth Management
Iowa
$1.32M -$785K -21,214 -38%
SDH
39
Sloy Dahl & Holst
Washington
$1.27M
JP Morgan Chase
40
JP Morgan Chase
New York
$1.22M +$1.06M +28,586 +928%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.21M -$17.6K -475 -1%
IWC
42
Integrated Wealth Concepts
Massachusetts
$1.16M
WS
43
Wedbush Securities
California
$1.13M -$81.8K -2,209 -7%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.01M +$94.2K +2,546 +11%
SB
45
Strategic Blueprint
Georgia
$971K +$657K +17,762 +241%
HI
46
Harbour Investments
Wisconsin
$931K -$2.92M -78,962 -77%
NW
47
Naviter Wealth
Arkansas
$923K +$884K +23,893 New
AAS
48
Avantax Advisory Services
Texas
$892K +$492K +13,293 +135%
TC
49
TownSquare Capital
Utah
$822K +$305K +8,229 +63%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$800K