We are live on ! Find out more
FAUG icon

FT Vest US Equity Buffer ETF August

121 hedge funds and large institutions have $208M invested in FT Vest US Equity Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 128121 (-7)

13.87% less ownership

Funds ownership: 47.23%33.37% (-14%)

28% less capital invested

Capital invested by funds: $288M → $208M (-$80.1M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

82% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 65

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.44M -$238K -5,503 -14%
SDH
27
Sloy Dahl & Holst
Washington
$1.37M
AWM
28
Apollon Wealth Management
South Carolina
$1.33M -$133K -3,075 -9%
HI
29
Harbour Investments
Wisconsin
$1.32M -$743K -17,213 -36%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.3M -$993 -23 -0.1%
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$1.21M -$3.37K -78 -0.3%
BFG
32
Beacon Financial Group
Texas
$1.19M -$7.79M -180,412 -87%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.04M +$811K +18,778 +393%
AAS
34
Ameritas Advisory Services
Nebraska
$1M -$46.9K -1,085 -5%
AssetMark Inc
35
AssetMark Inc
California
$984K +$965K +22,334 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$931K -$19K -441 -2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$913K -$45.2K -1,047 -5%
CFGS
38
Concourse Financial Group Securities
Alabama
$912K -$245K -5,680 -22%
1W
39
1776 Wealth
Georgia
$821K
Citadel Advisors
40
Citadel Advisors
Florida
$803K +$477K +11,050 +154%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$800K -$36.1K -836 -4%
Truist Financial
42
Truist Financial
North Carolina
$739K -$39.6K -916 -5%
SWM
43
SeaCrest Wealth Management
New York
$713K
LSA
44
Lion Street Advisors
Texas
$709K -$159K -3,690 -19%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$659K -$17.4K -403 -3%
SS
46
Sunbelt Securities
Texas
$620K -$59.3K -1,374 -9%
MCWS
47
McKinley Carter Wealth Services
West Virginia
$618K
MSFS
48
Main Street Financial Solutions
Pennsylvania
$615K
OBWG
49
Onyx Bridge Wealth Group
New York
$596K
Mariner
50
Mariner
Kansas
$595K -$1.64K -38 -0.3%