FDEC icon

FT Vest US Equity Buffer ETF December

140 hedge funds and large institutions have $341M invested in FT Vest US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
33
Increased
25
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFG
101
Bleakley Financial Group
New Jersey
$267K 6,282
SW
102
Simplicity Wealth
New Jersey
$267K 6,282
SCA
103
Snowden Capital Advisors
New York
$265K 6,235
FFA
104
Fragasso Financial Advisors
Pennsylvania
$260K 6,114
SWA
105
SOA Wealth Advisors
New York
$256K 6,022
AWM
106
Apollon Wealth Management
South Carolina
$255K 5,997
NWWA
107
New Wave Wealth Advisors
Arkansas
$254K 5,971 +5,971 New
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$253K 5,944
IWC
109
Integrated Wealth Concepts
Massachusetts
$250K 5,875
APW
110
Aurora Private Wealth
New Jersey
$249K 5,863
UBS Group
111
UBS Group
Switzerland
$243K 5,706 +1,885 +49%
PCG
112
Prosperity Consulting Group
Maryland
$232K 5,445 -983 -15%
FFS
113
Founders Financial Securities
Maryland
$229K 5,386 +5,386 New
RA
114
RFG Advisory
Alabama
$228K 5,365
CCFM
115
Clear Creek Financial Management
Washington
$226K 5,316 +5,316 New
FPWM
116
FSB Premier Wealth Management
Iowa
$226K 5,309 -372 -7%
SAI
117
Savvy Advisors Inc
New York
$223K 5,230
CPWA
118
Cerro Pacific Wealth Advisors
California
$222K 5,224 +5,224 New
P
119
&Partners
Tennessee
$201K 4,728 +4,728 New
AIC
120
Archer Investment Corporation
Indiana
$172K 4,043
NS
121
NBC Securities
Alabama
$170K 4,016
NSIM
122
North Star Investment Management
Illinois
$143K 3,368
CPG
123
Cornerstone Planning Group
New Jersey
$142K 3,438 +3,438 New
WWM
124
Wagner Wealth Management
South Carolina
$128K 3,000
CFD
125
Creative Financial Designs
Indiana
$110K 2,574