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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
ETIA
51
Epic Trust Investment Advisors
Washington
$814K +$840K +21,788 New
AAS
52
Ameritas Advisory Services
Nebraska
$801K +$169K +4,376 +26%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$793K +$783K +20,315 +2,250%
SB
54
Strategic Blueprint
Georgia
$776K -$168K -4,366 -17%
LSA
55
Lion Street Advisors
Texas
$749K +$310K +8,052 +67%
WS
56
Wedbush Securities
California
$734K -$370K -9,611 -33%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$721K +$47.9K +1,244 +7%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$719K +$294K +7,630 +66%
1W
59
1776 Wealth
Georgia
$696K
APW
60
Aurora Private Wealth
New Jersey
$695K +$86.8K +2,253 +14%
SWM
61
SeaCrest Wealth Management
New York
$642K
SS
62
Sunbelt Securities
Texas
$622K
VCM
63
Virtue Capital Management
Tennessee
$621K
KWA
64
Kingswood Wealth Advisors
California
$605K +$81K +2,101 +15%
GIA
65
Gladstone Institutional Advisory
Florida
$600K +$76.6K +1,987 +14%
LWM
66
Laidlaw Wealth Management
New York
$558K
MSFS
67
Main Street Financial Solutions
Pennsylvania
$526K +$10.8K +281 +2%
Mariner
68
Mariner
Kansas
$523K -$22.1K -574 -4%
NS
69
NBC Securities
Alabama
$520K +$537K +13,920 New
OBWG
70
Onyx Bridge Wealth Group
New York
$507K +$256K +6,650 +96%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$505K
CCFM
72
Clear Creek Financial Management
Washington
$500K +$515K +13,370 New
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$492K +$508K +13,169 New
TLA
74
Tanglewood Legacy Advisors
Texas
$481K +$3.08K +80 +0.6%
FIA
75
Foundations Investment Advisors
Arizona
$477K +$110K +2,858 +29%