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FT Vest US Equity Buffer ETF December

80 hedge funds and large institutions have $94.9M invested in FT Vest US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LC
1
Legacy CG
Texas
$9.31M 276,517 +276,517 New
Truist Financial
2
Truist Financial
North Carolina
$8.69M 258,065 +6,654 +3%
HCA
3
Heck Capital Advisors
Wisconsin
$8.6M 255,504 +255,504 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.82M 232,235 +1,000 +0.4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.76M 170,986 +109,854 +180%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.28M 127,021 +78,320 +161%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.05M 90,672 +29,365 +48%
CA
8
Cetera Advisors
Colorado
$2.94M 87,458 -51,008 -37%
KWS
9
Keystone Wealth Services
California
$2.6M 77,306 +1,900 +3%
KAS
10
Kestra Advisory Services
Texas
$2.6M 77,214 +917 +1%
RJA
11
Raymond James & Associates
Florida
$2.26M 67,046 +20,832 +45%
GRP
12
Global Retirement Partners
California
$2.15M 63,884 -25,153 -28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.95M 57,770 +5,110 +10%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$1.86M 55,139 +5,071 +10%
HI
15
Harbour Investments
Wisconsin
$1.55M 46,123 +6,941 +18%
OC
16
Oppenheimer & Co
New York
$1.46M 43,229 +12,699 +42%
AWM
17
AE Wealth Management
Kansas
$1.44M 42,786 -3,222 -7%
AAS
18
Avantax Advisory Services
Texas
$1.08M 32,132 +23,390 +268%
CAN
19
Cetera Advisor Networks
California
$1.07M 31,773 +15,033 +90%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.06M 31,432 +4,094 +15%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$959K 28,494
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$937K 27,817 +27,817 New
T
23
TRUADVICE
Florida
$830K 24,320
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$829K 24,618 +594 +2%
MA
25
Mutual Advisors
Nebraska
$814K 24,165 -700 -3%