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FT Vest US Equity Buffer ETF August

121 hedge funds and large institutions have $208M invested in FT Vest US Equity Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 128121 (-7)

13.87% less ownership

Funds ownership: 47.23%33.37% (-14%)

28% less capital invested

Capital invested by funds: $288M → $208M (-$80.1M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

82% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 65

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$21.4M -$3.59M -83,025 -15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M -$2.95M -68,267 -13%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$19.2M -$14M -323,528 -43%
MC
4
McCarthy & Cox
Ohio
$14.9M -$55.8K -1,293 -0.4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.2M -$320K -7,399 -3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$9.71M -$538K -12,452 -5%
RIA
7
Regal Investment Advisors
Michigan
$7.99M -$1.35M -31,150 -15%
MW
8
MBL Wealth
North Carolina
$7.53M -$3.44M -79,685 -32%
GDP
9
Great Diamond Partners
Maine
$6.89M -$267K -6,188 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.15M -$302K -6,988 -5%
RJA
11
Raymond James & Associates
Florida
$4.53M -$2.34M -54,244 -35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.03M -$550K -12,734 -12%
IP
13
Ignite Planners
California
$4M -$1.25K -29 -0%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.43M +$27.9K +647 +0.8%
LPL Financial
15
LPL Financial
California
$3.38M -$46K -1,066 -1%
KWS
16
Keystone Wealth Services
California
$2.76M -$1.26M -29,255 -32%
RFG
17
REAP Financial Group
Texas
$2.51M -$104K -2,397 -4%
KAS
18
Kestra Advisory Services
Texas
$2.49M -$322K -7,459 -12%
IWA
19
Icon Wealth Advisors
Texas
$2.25M -$53.4K -1,237 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.24M +$387K +8,970 +21%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$2.06M -$95.5K -2,211 -5%
SI
22
Stephens Inc
Arkansas
$2.01M
NA
23
NewEdge Advisors
Louisiana
$1.91M -$228K -5,268 -11%
AWM
24
AE Wealth Management
Kansas
$1.88M -$78.9K -1,826 -4%
AWS
25
Atria Wealth Solutions
New York
$1.55M -$52.6K -1,217 -3%