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FT Vest US Equity Buffer ETF August

36 hedge funds and large institutions have $36.1M invested in FT Vest US Equity Buffer ETF August in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

16% more funds holding

Funds holding: 3136 (+5)

15.12% less ownership

Funds ownership: 51.6%36.48% (-15%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

35% less capital invested

Capital invested by funds: $55.6M → $36.1M (-$19.5M)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.36M -$593K -16,855 -10%
GDP
2
Great Diamond Partners
Maine
$3.4M +$40.5K +1,151 +1%
UR
3
USCA RIA
Texas
$3.13M +$122K +3,461 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.89M +$1.42M +40,386 +101%
HI
5
Harbour Investments
Wisconsin
$2M +$1.96M +55,716 New
LPT
6
Legacy Private Trust
Wisconsin
$1.69M +$1.32M +37,456 +394%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.56M -$219K -6,225 -13%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.38M +$1.35M +38,464 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.27M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.08M -$650K -18,476 -38%
CFGS
11
Concourse Financial Group Securities
Alabama
$888K +$87.4K +2,486 +11%
Wolverine Trading
12
Wolverine Trading
Illinois
$874K +$858K +24,385 New
KWM
13
Kingsview Wealth Management
Oregon
$823K +$803K +22,833 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$814K +$99.3K +2,822 +14%
PWM
15
PRW Wealth Management
Massachusetts
$764K
APA
16
American Portfolios Advisors
New York
$751K -$111K -3,166 -13%
HIS
17
Harvest Investment Services
Illinois
$703K
CA
18
Cetera Advisors
Colorado
$696K -$225K -6,410 -25%
AWM
19
AE Wealth Management
Kansas
$626K -$22.8K -648 -4%
OMC
20
Old Mission Capital
Illinois
$622K -$756K -21,498 -55%
SG
21
StoneX Group
New York
$611K
KAS
22
Kestra Advisory Services
Texas
$590K -$289K -8,204 -33%
CAN
23
Cetera Advisor Networks
California
$525K -$189K -5,375 -27%
CAS
24
Cascadia Advisory Services
Oregon
$504K +$493K +14,024 New
T
25
TRUADVICE
Florida
$430K +$1.2K +34 +0.3%