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FT Vest US Equity Buffer ETF August

124 hedge funds and large institutions have $253M invested in FT Vest US Equity Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 122124 (+2)

11.12% less ownership

Funds ownership: 53.68%42.56% (-11%)

18% less capital invested

Capital invested by funds: $307M → $253M (-$54.3M)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
22
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$27M -$3.61M -93,340 -12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$25.1M -$257K -6,653 -1%
CAN
3
Cetera Advisor Networks
California
$14.6M +$421K +10,896 +3%
MW
4
MBL Wealth
North Carolina
$12M -$812K -21,036 -7%
CA
5
Cetera Advisors
Colorado
$11.5M +$187K +4,853 +2%
RIA
6
Regal Investment Advisors
Michigan
$10.5M -$208K -5,386 -2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$3.64M -94,127 -27%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$10M -$1.19M -30,921 -11%
RJA
9
Raymond James & Associates
Florida
$8.96M -$430K -11,126 -5%
BFG
10
Beacon Financial Group
Texas
$8.73M -$164K -4,246 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.74M -$2.22M -57,587 -26%
GDP
12
Great Diamond Partners
Maine
$6.42M -$92.4K -2,393 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.53M -$322K -8,343 -6%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$4.01M -$23.2K -601 -0.6%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.98M +$101K +2,618 +3%
KWS
16
Keystone Wealth Services
California
$3.73M +$30.7K +794 +0.9%
IP
17
Ignite Planners
California
$3.66M +$1.51K +39 +0%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.37M -$2.21M -57,151 -41%
AWM
19
AE Wealth Management
Kansas
$3.04M -$231K -5,988 -8%
IAN
20
Integrated Advisors Network
Texas
$2.97M -$135K -3,490 -5%
IWA
21
Icon Wealth Advisors
Texas
$2.51M +$2.38M +61,736 New
NA
22
NewEdge Advisors
Louisiana
$2.5M -$2.18M -56,317 -48%
IF
23
Integrity Financial
Wyoming
$2.46M +$74.7K +1,935 +3%
RFG
24
REAP Financial Group
Texas
$2.43M +$2.31M +59,822 New
MWM
25
Maltin Wealth Management
New Jersey
$2M -$25.8K -668 -1%