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FT Vest US Equity Buffer ETF August

122 hedge funds and large institutions have $307M invested in FT Vest US Equity Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more funds holding

Funds holding: 114122 (+8)

6% more capital invested

Capital invested by funds: $289M → $307M (+$17.4M)

1.7% less ownership

Funds ownership: 55.38%53.68% (-1.7%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
52
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$28.3M +$7.05M +182,840 +32%
SPC
2
Sigma Planning Corp
Michigan
$25.4M +$1.41M +36,485 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.4M -$696K -18,055 -3%
MAC
4
Mason & Associates (California)
California
$19.1M +$382K +9,901 +2%
CAN
5
Cetera Advisor Networks
California
$13M +$1.28M +33,193 +11%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$13M +$9.3M +241,169 +229%
MW
7
MBL Wealth
North Carolina
$11.8M +$4.02M +104,416 +49%
CA
8
Cetera Advisors
Colorado
$10.4M +$8.9M +230,943 +486%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.4M +$6.06M +157,096 +131%
RIA
10
Regal Investment Advisors
Michigan
$9.83M +$411K +10,653 +4%
RJA
11
Raymond James & Associates
Florida
$8.66M +$5M +129,702 +127%
BFG
12
Beacon Financial Group
Texas
$8.36M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.36M +$2.62M +68,080 +44%
GDP
14
Great Diamond Partners
Maine
$6M +$41.3K +1,071 +0.7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.39M -$704K -18,264 -11%
CW
16
CreativeOne Wealth
Kansas
$5.24M +$2.38M +61,871 +79%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.24M +$2.74M +71,144 +103%
NA
18
NewEdge Advisors
Louisiana
$4.38M -$238K -6,162 -5%
CIAS
19
Capital Investment Advisory Services
North Carolina
$3.88M -$58.3K -1,513 -1%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$3.71M -$81.4K -2,111 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.57M +$2.67M +69,180 +263%
KWS
22
Keystone Wealth Services
California
$3.4M +$228K +5,906 +7%
IP
23
Ignite Planners
California
$3.37M -$3.3M -85,636 -49%
CA
24
CoreCap Advisors
Michigan
$3.31M +$2.63M +68,263 +336%
AWM
25
AE Wealth Management
Kansas
$2.97M -$3.55M -92,094 -54%