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FT Vest US Equity Buffer ETF December

77 hedge funds and large institutions have $99.8M invested in FT Vest US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $94.9M → $99.8M (+$4.92M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 8077 (-3)

6.75% less ownership

Funds ownership: 42.48%35.73% (-6.8%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$9.55M -$398K -11,556 -4%
HCA
2
Heck Capital Advisors
Wisconsin
$9.35M +$139K +4,053 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.51M -$819K -23,799 -10%
Truist Financial
4
Truist Financial
North Carolina
$6.95M -$2.24M -65,129 -25%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.51M -$249K -7,227 -4%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$6.42M +$244K +7,088 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.44M -$133K -3,858 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.96M -$298K -8,656 -10%
CA
9
Cetera Advisors
Colorado
$2.8M -$332K -9,636 -11%
KWS
10
Keystone Wealth Services
California
$2.79M
RJA
11
Raymond James & Associates
Florida
$2.35M -$63.3K -1,838 -3%
KAS
12
Kestra Advisory Services
Texas
$2.33M -$436K -12,664 -16%
GRP
13
Global Retirement Partners
California
$2.32M +$20.2K +586 +0.9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.03M -$45.6K -1,326 -2%
AWM
15
AE Wealth Management
Kansas
$1.45M -$85K -2,471 -6%
CAN
16
Cetera Advisor Networks
California
$1.19M +$46.8K +1,359 +4%
AAS
17
Avantax Advisory Services
Texas
$1.18M +$24.8K +722 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.08M +$314K +9,137 +44%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$1.05M +$25.7K +747 +3%
LPL Financial
20
LPL Financial
California
$1.01M +$237K +6,893 +33%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$993K -$8.98K -261 -0.9%
NW
22
Naviter Wealth
Arkansas
$990K +$879K +25,532 New
MML Investors Services
23
MML Investors Services
Massachusetts
$946K +$173K +5,018 +24%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$900K -$223K -6,468 -21%
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$881K -$5.75K -167 -0.7%