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FT Vest US Equity Buffer ETF December

53 hedge funds and large institutions have $80.1M invested in FT Vest US Equity Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2.06% less ownership

Funds ownership: 39.23%37.17% (-2.1%)

13% less capital invested

Capital invested by funds: $91.6M → $80.1M (-$11.6M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
10
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$450K
IA
27
IFP Advisors
Florida
$449K
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$441K -$591K -18,500 -56%
Mariner
29
Mariner
Kansas
$404K +$7.64K +239 +2%
SS
30
Sunbelt Securities
Texas
$367K +$19.1K +597 +5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$344K -$9.17K -287 -2%
CAN
32
Cetera Advisor Networks
California
$336K -$30.8K -965 -8%
WS
33
Wedbush Securities
California
$329K
FHC
34
First Heartland Consultants
Missouri
$321K +$337K +10,544 New
1W
35
1776 Wealth
Georgia
$294K
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$282K -$296K -9,258 -50%
LPL Financial
37
LPL Financial
California
$245K +$257K +8,038 New
IF
38
Integrity Financial
Wyoming
$239K +$13.6K +427 +6%
SWP
39
Summit Wealth Partners
Florida
$237K
MML Investors Services
40
MML Investors Services
Massachusetts
$235K
QPW
41
Quantum Private Wealth
Florida
$222K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$95.9K -3,000 -31%
UBS Group
43
UBS Group
Switzerland
$190K +$200K +6,248 New
SWA
44
SOA Wealth Advisors
New York
$162K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$160K +$152K +4,748 +950%
AIC
46
Archer Investment Corporation
Indiana
$158K -$32K -1,000 -16%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$148K -$959 -30 -0.6%
CF
48
Centaurus Financial
California
$126K
CAL
49
Capital Analysts LLC
Pennsylvania
$109K +$114K +3,580 New
CFGS
50
Concourse Financial Group Securities
Alabama
$105K