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FT Vest US Equity Buffer ETF August

94 hedge funds and large institutions have $149M invested in FT Vest US Equity Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.2M)

13% more funds holding

Funds holding: 8394 (+11)

8.04% more ownership

Funds ownership: 44.23%52.27% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
22
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$20.5M +$558K +15,586 +3%
AWM
2
AE Wealth Management
Kansas
$11.2M +$7.82M +218,674 +244%
ACG
3
Allen Capital Group
Nebraska
$10.4M +$10.2M +286,329 New
RIA
4
Regal Investment Advisors
Michigan
$8.88M -$3.4K -95 -0%
BFG
5
Beacon Financial Group
Texas
$5.93M +$1.94M +54,126 +40%
GDP
6
Great Diamond Partners
Maine
$5.72M -$58.9K -1,648 -1%
NA
7
NewEdge Advisors
Louisiana
$4.82M +$4.65M +129,947 +5,692%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.78M +$967K +27,047 +26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.59M -$1.59M -44,337 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.27M +$103K +2,881 +3%
HI
11
Harbour Investments
Wisconsin
$3.76M -$111K -3,104 -3%
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$3.71M -$54.8K -1,531 -1%
RJA
13
Raymond James & Associates
Florida
$3.37M -$764K -21,370 -19%
KWS
14
Keystone Wealth Services
California
$3.1M
IAN
15
Integrated Advisors Network
Texas
$2.91M -$715 -20 -0%
IF
16
Integrity Financial
Wyoming
$2.54M
KAS
17
Kestra Advisory Services
Texas
$2.35M +$119K +3,318 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.05M -$244K -6,815 -11%
FPWM
19
FSB Premier Wealth Management
Iowa
$2.02M -$32.4K -905 -2%
CA
20
Cetera Advisors
Colorado
$1.8M -$478K -13,361 -21%
OMC
21
Old Mission Capital
Illinois
$1.77M +$815K +22,785 +88%
FFA
22
Fragasso Financial Advisors
Pennsylvania
$1.64M
IWP
23
Icon Wealth Partners
Texas
$1.64M +$1.61M +44,879 New
AIC
24
Archer Investment Corporation
Indiana
$1.6M +$137K +3,832 +10%
AWM
25
Apollon Wealth Management
South Carolina
$1.4M +$334K +9,350 +32%