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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 %
AWM
1
AE Wealth Management
Kansas
$20.8M 523,060 +482,071 +1,176%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M 479,561 +317,085 +195%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15M 384,096 +207,560 +118%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M 371,721 +199,114 +115%
SPC
5
Sigma Planning Corp
Michigan
$14.2M 364,811 +364,811 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.5M 347,088 +303,489 +696%
CW
7
CreativeOne Wealth
Kansas
$9.18M 235,455 +235,455 New
Truist Financial
8
Truist Financial
North Carolina
$7.78M 199,634 +17,357 +10%
SW
9
SMART Wealth
Nebraska
$7.2M 184,755 +184,755 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.49M 166,391 +46,980 +39%
SW
11
Schulz Wealth
Texas
$6.34M 162,590 +162,590 New
BIM
12
Bullseye Investment Management
Ohio
$5.05M 129,631 +129,631 New
HCA
13
Heck Capital Advisors
Wisconsin
$4.62M 118,470 -140,935 -54%
GRP
14
Global Retirement Partners
California
$4.44M 113,698 +49,901 +78%
RJA
15
Raymond James & Associates
Florida
$4.34M 111,358 +68,459 +160%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.3M 110,285 +88,011 +395%
CVA
17
Central Valley Advisors
California
$4.16M 106,596 +106,596 New
CAN
18
Cetera Advisor Networks
California
$3.89M 99,754 +67,354 +208%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.77M 96,816 +40,372 +72%
SFS
20
Sowell Financial Services
Arkansas
$3.48M 89,134 +89,134 New
KWS
21
Keystone Wealth Services
California
$3.19M 81,854 +4,798 +6%
WP
22
WealthSource Partners
California
$3.02M 77,336 +77,336 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3M 76,813 +61,509 +402%
NA
24
NewEdge Advisors
Louisiana
$2.93M 74,097 +55,501 +298%
CA
25
Cetera Advisors
Colorado
$2.74M 70,242 +14,821 +27%