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FT Vest US Equity Buffer ETF August

60 hedge funds and large institutions have $84.1M invested in FT Vest US Equity Buffer ETF August in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.82% less ownership

Funds ownership: 49.49%41.67% (-7.8%)

13% less funds holding

Funds holding: 6960 (-9)

18% less capital invested

Capital invested by funds: $103M → $84.1M (-$18.7M)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Beacon Financial Group
Texas
$9.13M +$48.3K +1,291 +0.5%
RIA
2
Regal Investment Advisors
Michigan
$8.51M +$100K +2,677 +1%
GDP
3
Great Diamond Partners
Maine
$6.14M +$2.33M +62,204 +63%
PWM
4
PRW Wealth Management
Massachusetts
$5.57M -$543K -14,501 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.16M -$124K -3,311 -2%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$3.83M -$66.5K -1,776 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.35M +$12.4M +330,445 +380%
IAN
8
Integrated Advisors Network
Texas
$3.11M -$10.3K -275 -0.3%
KWS
9
Keystone Wealth Services
California
$2.92M
IF
10
Integrity Financial
Wyoming
$2.52M -$78.6K -2,099 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.35M -$2.75M -73,468 -54%
FPWM
12
FSB Premier Wealth Management
Iowa
$2.28M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.92M +$303K +8,085 +19%
MA
14
Mutual Advisors
Nebraska
$1.76M -$922K -24,612 -35%
CA
15
Cetera Advisors
Colorado
$1.5M -$1.31M -35,024 -47%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.29M +$534K +14,255 +73%
AIC
17
Archer Investment Corporation
Indiana
$1.25M -$24.9K -664 -2%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.25M
SDH
19
Sloy Dahl & Holst
Washington
$1.25M
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.15M -$134K -3,580 -11%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.14M -$42.8K -1,142 -4%
KAS
22
Kestra Advisory Services
Texas
$1.11M +$216K +5,761 +24%
CAN
23
Cetera Advisor Networks
California
$995K -$323K -8,637 -25%
Jane Street
24
Jane Street
New York
$965K +$661K +17,664 +229%
BRWM
25
B. Riley Wealth Management
Tennessee
$951K