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FT Vest US Equity Buffer ETF December

122 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
55
Increased
42
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$2.57M 65,979 +2,391 +4%
SI
27
Stephens Inc
Arkansas
$2.54M 65,138 +65,138 New
WI
28
Wintrust Investments
Illinois
$2.37M 60,865 +60,865 New
RFG
29
REAP Financial Group
Texas
$1.71M 43,917 +43,917 New
LPL Financial
30
LPL Financial
California
$1.6M 41,047 +6,664 +19%
HI
31
Harbour Investments
Wisconsin
$1.6M 40,917 +23,161 +130%
CAL
32
Capital Analysts LLC
Pennsylvania
$1.54M 39,367 +39,367 New
LAS
33
Lloyd Advisory Services
Georgia
$1.41M 36,193 +36,193 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.28M 32,844 +15,050 +85%
AI
35
Atria Investments
North Carolina
$1.17M 30,059 +30,059 New
MCWS
36
McKinley Carter Wealth Services
West Virginia
$1.15M 29,546 +305 +1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.14M 29,301 +8,511 +41%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$1.01M 25,986 +1,685 +7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$924K 23,702 +420 +2%
FA
40
Faithward Advisors
Pennsylvania
$904K 22,650 +22,650 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$891K 22,846 -4,710 -17%
TLA
42
Tanglewood Legacy Advisors
Texas
$886K 22,715 +4,117 +22%
IF
43
Integrity Financial
Wyoming
$884K 22,680 +2,216 +11%
PCMC
44
Paragon Capital Management (Colorado)
Colorado
$876K 22,469 -753 -3%
KWM
45
Kingsview Wealth Management
Oregon
$869K 22,296 +22,296 New
MML Investors Services
46
MML Investors Services
Massachusetts
$797K 20,438 -772 -4%
Mariner
47
Mariner
Kansas
$781K 20,035 +551 +3%
CCG
48
Catalina Capital Group
California
$781K 20,035 +20,035 New
OC
49
Oppenheimer & Co
New York
$756K 19,382 -106 -0.5%
BWA
50
BlueChip Wealth Advisors
Georgia
$749K 19,200 +19,200 New