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FT Vest US Equity Buffer ETF August

28 hedge funds and large institutions have $31.3M invested in FT Vest US Equity Buffer ETF August in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

155% more funds holding

Funds holding: 1128 (+17)

111% more capital invested

Capital invested by funds: $14.8M → $31.3M (+$16.4M)

24.32% less ownership

Funds ownership: 68.05%43.72% (-24%)

Holders
28
Holders Change
+17
Holders Change %
+154.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
3
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1
Transform Wealth
Colorado
$5.88M +$5.83M +181,975 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.49M +$5.44M +169,985 New
First Trust Advisors
3
First Trust Advisors
Illinois
$3.77M +$3.74M +116,626 New
UR
4
USCA RIA
Texas
$2.48M +$2.46M +76,880 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.23M +$2.21M +68,966 New
SI
6
Stephens Inc
Arkansas
$1.31M +$1.3M +40,589 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.27M
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$950K +$54.6K +1,706 +6%
CA
9
Cetera Advisors
Colorado
$745K +$738K +23,047 New
AWM
10
AE Wealth Management
Kansas
$714K +$707K +22,085 New
HIS
11
Harvest Investment Services
Illinois
$640K +$635K +19,818 New
Osaic Holdings
12
Osaic Holdings
Arizona
$587K +$411K +12,841 +243%
SG
13
StoneX Group
New York
$549K
APA
14
American Portfolios Advisors
New York
$534K +$529K +16,530 New
SWA
15
Stratos Wealth Advisors
Ohio
$527K +$522K +16,294 New
SS
16
Simplicity Solutions
Minnesota
$525K +$520K +16,243 New
CAN
17
Cetera Advisor Networks
California
$521K +$440K +13,736 +572%
CAS
18
Cascadia Advisory Services
Oregon
$501K +$497K +15,515 New
KAS
19
Kestra Advisory Services
Texas
$496K +$460K +14,359 New
T
20
TRUADVICE
Florida
$285K +$280K +8,744 New
CFGS
21
Concourse Financial Group Securities
Alabama
$260K +$258K +8,058 New
KCM
22
Karp Capital Management
California
$255K +$253K +7,900 New
VFPI
23
Vantage Financial Partners (Illinois)
Illinois
$250K +$248K +7,750 New
HF
24
HRT Financial
New York
$210K +$208K +6,500 New
SFS
25
Sowell Financial Services
Arkansas
$162K +$160K +5,000 New