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FT Vest US Equity Buffer ETF August

148 hedge funds and large institutions have $285M invested in FT Vest US Equity Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

37% more capital invested

Capital invested by funds: $208M → $285M (+$77.1M)

22% more funds holding

Funds holding: 121148 (+27)

0.02% less ownership

Funds ownership: 33.37%33.35% (-0.02%)

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
58
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.6M +$606K +13,584 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M +$11.6M +259,256 +186%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$7.11M +159,342 +72%
MC
4
McCarthy & Cox
Ohio
$15.7M +$263K +5,888 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.2M +$592K +13,285 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.4M -$11.5M -258,447 -53%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$10.3M +$10M +224,497 New
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$8.78M +$8.56M +191,952 New
CW
9
CreativeOne Wealth
Kansas
$8.54M +$8.33M +186,695 New
WIM
10
WealthPlan Investment Management
Nebraska
$7.62M +$7.43M +166,516 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.27M -$12.9M -289,684 -65%
RIA
12
Regal Investment Advisors
Michigan
$6.73M -$1.52M -34,158 -19%
GDP
13
Great Diamond Partners
Maine
$6.63M -$508K -11,384 -7%
MW
14
MBL Wealth
North Carolina
$6.35M -$1.43M -32,112 -19%
RJA
15
Raymond James & Associates
Florida
$5.3M +$587K +13,165 +13%
RFG
16
REAP Financial Group
Texas
$5.28M +$2.61M +58,508 +103%
CCFM
17
Clear Creek Financial Management
Washington
$5.2M +$5.07M +113,600 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.64M +$446K +10,004 +11%
IP
19
Ignite Planners
California
$4.49M +$345K +7,730 +9%
WP
20
WealthPLAN Partners
Nebraska
$3.88M +$3.78M +84,777 New
LPL Financial
21
LPL Financial
California
$3.65M +$138K +3,095 +4%
KAS
22
Kestra Advisory Services
Texas
$3.56M +$951K +21,333 +38%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.18M +$2.29M +51,427 +283%
AssetMark Inc
24
AssetMark Inc
California
$3.05M +$1.98M +44,302 +198%
KWS
25
Keystone Wealth Services
California
$2.84M -$15.9K -356 -0.6%