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FT Vest US Equity Buffer ETF August

148 hedge funds and large institutions have $285M invested in FT Vest US Equity Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

37% more capital invested

Capital invested by funds: $208M → $285M (+$77.1M)

22% more funds holding

Funds holding: 121148 (+27)

0.02% less ownership

Funds ownership: 33.37%33.35% (-0.02%)

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
58
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$2.5M +$2.43M +54,586 New
SI
27
Stephens Inc
Arkansas
$2.48M +$385K +8,639 +19%
IWA
28
Icon Wealth Advisors
Texas
$2.32M
FFA
29
Fragasso Financial Advisors
Pennsylvania
$2.25M +$113K +2,538 +5%
AWM
30
AE Wealth Management
Kansas
$2.15M +$194K +4,359 +10%
HOWA
31
Heritage Oak Wealth Advisors
Florida
$2.06M +$2.01M +45,109 New
NWWA
32
New Wave Wealth Advisors
Arkansas
$2.06M +$2.01M +45,109 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.99M +$892K +20,010 +85%
NA
34
NewEdge Advisors
Louisiana
$1.82M -$160K -3,577 -8%
FHC
35
First Heartland Consultants
Missouri
$1.8M +$1.25M +28,052 +250%
BFG
36
Beacon Financial Group
Texas
$1.79M +$539K +12,084 +45%
AWM
37
Accel Wealth Management
Iowa
$1.67M +$1.63M +36,584 New
AWS
38
Atria Wealth Solutions
New York
$1.66M +$44.7K +1,003 +3%
AAS
39
Ameritas Advisory Services
Nebraska
$1.62M +$569K +12,757 +56%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.59M -$713K -15,987 -32%
SPIA
41
Steward Partners Investment Advisory
New York
$1.57M +$77.4K +1,735 +5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.5M -$2.01M -44,970 -58%
AWM
43
Apollon Wealth Management
South Carolina
$1.47M +$94.1K +2,110 +7%
SDH
44
Sloy Dahl & Holst
Washington
$1.4M -$24.1K -540 -2%
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.34M -$13.4K -300 -1%
VBFP
46
Valtinson Bruner Financial Planning
Minnesota
$1.25M -$14.6K -327 -1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.2M +$1.16M +25,931 +12,174%
FI
48
FWG Investments
Kentucky
$1.15M +$518K +11,622 +86%
NW
49
NewEdge Wealth
Pennsylvania
$1.08M +$1.05M +23,531 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.06M +$366K +8,198 +55%