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FT Vest US Equity Buffer ETF December

69 hedge funds and large institutions have $78.9M invested in FT Vest US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.63% less ownership

Funds ownership: 35.73%27.09% (-8.6%)

10% less funds holding

Funds holding: 7769 (-8)

21% less capital invested

Capital invested by funds: $99.8M → $78.9M (-$20.9M)

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

90% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-8
Holders Change %
-10.39%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
4
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$9.13M -$5.5K -152 -0.1%
Truist Financial
2
Truist Financial
North Carolina
$6.41M -$385K -10,659 -6%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.21M -$55.6K -1,538 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.07M -$287K -7,940 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.72M -$1.66M -45,960 -22%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.2M -$136K -3,752 -3%
KWS
7
Keystone Wealth Services
California
$2.71M -$9.04K -250 -0.3%
KAS
8
Kestra Advisory Services
Texas
$2.24M -$34.8K -962 -1%
GRP
9
Global Retirement Partners
California
$2.23M -$24.3K -673 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.99M
CA
11
Cetera Advisors
Colorado
$1.95M -$810K -22,401 -29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.53M -$1.39M -38,417 -47%
RJA
13
Raymond James & Associates
Florida
$1.51M -$807K -22,309 -34%
AWM
14
AE Wealth Management
Kansas
$1.44M +$24.4K +674 +2%
LPL Financial
15
LPL Financial
California
$1.21M +$229K +6,340 +23%
CAN
16
Cetera Advisor Networks
California
$1.14M -$26.5K -732 -2%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$1.03M
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$970K
AAS
19
Avantax Advisory Services
Texas
$938K -$224K -6,197 -19%
T
20
TRUADVICE
Florida
$879K
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$855K -$5.42K -150 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$819K -$240K -6,646 -22%
PCMC
23
Paragon Capital Management (Colorado)
Colorado
$817K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$784K -$97.3K -2,690 -11%
MML Investors Services
25
MML Investors Services
Massachusetts
$746K -$183K -5,053 -19%