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FT Vest US Equity Buffer ETF August

114 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $149M → $289M (+$141M)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

21% more funds holding

Funds holding: 94114 (+20)

3.11% more ownership

Funds ownership: 52.27%55.38% (+3.1%)

Holders
114
Holders Change
+20
Holders Change %
+21.28%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
40
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.8M +$9.52M +257,203 +67%
SPC
2
Sigma Planning Corp
Michigan
$24.8M +$23.6M +636,674 +10,939%
Osaic Holdings
3
Osaic Holdings
Arizona
$22M +$429K +11,590 +2%
ACG
4
Allen Capital Group
Nebraska
$20.5M +$9.08M +245,183 +86%
MAC
5
Mason & Associates (California)
California
$19.3M +$18.5M +500,571 New
CAN
6
Cetera Advisor Networks
California
$12.2M +$10.4M +282,040 +847%
RIA
7
Regal Investment Advisors
Michigan
$9.75M +$329K +8,900 +4%
LJAC
8
L.J. Altfest & Co
New York
$9.6M +$9.2M +248,611 New
BFG
9
Beacon Financial Group
Texas
$8.36M +$1.06M +28,535 +15%
MW
10
MBL Wealth
North Carolina
$8.16M +$7.82M +211,216 New
IP
11
Ignite Planners
California
$6.72M +$6.23M +168,286 +2,135%
AWM
12
AE Wealth Management
Kansas
$6.63M -$5.06M -136,684 -44%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.28M +$1.17M +31,519 +24%
GDP
14
Great Diamond Partners
Maine
$6.16M +$95.5K +2,579 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6M +$1.1M +29,693 +24%
NA
16
NewEdge Advisors
Louisiana
$4.76M -$331K -8,950 -7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.63M +$104K +2,821 +2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4.07M +$2.83M +76,359 +262%
CIAS
19
Capital Investment Advisory Services
North Carolina
$4.07M +$3.86M +104,317 +10,484%
RJA
20
Raymond James & Associates
Florida
$3.94M +$356K +9,625 +10%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$3.91M -$8.33K -225 -0.2%
KWS
22
Keystone Wealth Services
California
$3.29M
IAN
23
Integrated Advisors Network
Texas
$3.04M -$38.9K -1,052 -1%
CW
24
CreativeOne Wealth
Kansas
$3.02M +$2.9M +78,326 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.67M +$472K +12,763 +23%