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FT Vest US Equity Buffer ETF August

122 hedge funds and large institutions have $307M invested in FT Vest US Equity Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more funds holding

Funds holding: 114122 (+8)

6% more capital invested

Capital invested by funds: $289M → $307M (+$17.4M)

1.7% less ownership

Funds ownership: 55.38%53.68% (-1.7%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
52
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
26
Integrated Advisors Network
Texas
$2.86M -$77.5K -2,010 -3%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.78M +$1.65M +42,759 +135%
WI
28
Wintrust Investments
Illinois
$2.34M +$14.7K +381 +0.6%
IF
29
Integrity Financial
Wyoming
$2.2M -$13.5K -350 -0.6%
MWM
30
Maltin Wealth Management
New Jersey
$1.87M -$102K -2,659 -5%
FFA
31
Fragasso Financial Advisors
Pennsylvania
$1.83M +$151K +3,917 +9%
SI
32
Stephens Inc
Arkansas
$1.77M +$1.83M +47,464 New
ARC
33
Advisor Resource Council
Texas
$1.56M +$23.3K +604 +1%
LPL Financial
34
LPL Financial
California
$1.53M -$528K -13,703 -25%
IWP
35
Icon Wealth Partners
Texas
$1.5M -$32.5K -844 -2%
T
36
TRUADVICE
Florida
$1.48M -$160K -4,148 -10%
AWS
37
Atria Wealth Solutions
New York
$1.44M +$916K +23,776 +161%
SPIA
38
Steward Partners Investment Advisory
New York
$1.43M +$915K +23,750 +164%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.26M +$97.5K +2,529 +8%
AWM
40
Apollon Wealth Management
South Carolina
$1.24M -$184K -4,775 -13%
HI
41
Harbour Investments
Wisconsin
$1.2M +$306K +7,939 +33%
SDH
42
Sloy Dahl & Holst
Washington
$1.19M -$41.4K -1,075 -3%
IWC
43
Integrated Wealth Concepts
Massachusetts
$1.14M +$25.8K +669 +2%
AAS
44
Avantax Advisory Services
Texas
$1.13M +$270K +7,012 +30%
KAS
45
Kestra Advisory Services
Texas
$988K -$1.39M -36,189 -58%
FPWM
46
FSB Premier Wealth Management
Iowa
$969K -$316K -8,196 -24%
Truist Financial
47
Truist Financial
North Carolina
$968K +$263K +6,835 +36%
NW
48
Naviter Wealth
Arkansas
$934K +$42.4K +1,100 +5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$911K +$939K +24,364 New
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$817K +$43.6K +1,130 +5%