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FT Vest US Equity Buffer ETF December

118 hedge funds and large institutions have $330M invested in FT Vest US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $240M → $330M (+$90.1M)

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

1.01% more ownership

Funds ownership: 43.32%44.32% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 122118 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
42
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1
Mason & Associates (California)
California
$70.6M +$68.7M +1,714,085 New
SPC
2
Sigma Planning Corp
Michigan
$22.3M +$7.02M +175,126 +48%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.1M -$1.62M -40,405 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.1M +$1.75M +43,652 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.1M +$739K +18,423 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15M -$771K -19,239 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.2M +$7.4M +184,666 +167%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.6M +$7.42M +184,961 +191%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.54M +$7.49M +186,829 +914%
Truist Financial
10
Truist Financial
North Carolina
$8.05M -$168K -4,178 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.29M +$417K +10,410 +6%
SW
12
Schulz Wealth
Texas
$6.62M -$82.6K -2,061 -1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.31M +$3.06M +76,244 +99%
CW
14
CreativeOne Wealth
Kansas
$6.16M -$3.45M -85,948 -37%
HCA
15
Heck Capital Advisors
Wisconsin
$4.87M -$10.7K -266 -0.2%
CVA
16
Central Valley Advisors
California
$4.71M +$310K +7,741 +7%
CAN
17
Cetera Advisor Networks
California
$4.68M +$553K +13,792 +14%
GRP
18
Global Retirement Partners
California
$4.65M -$32.3K -806 -0.7%
RJA
19
Raymond James & Associates
Florida
$4.24M -$342K -8,538 -8%
SFS
20
Sowell Financial Services
Arkansas
$3.88M +$200K +4,985 +6%
LPL Financial
21
LPL Financial
California
$3.77M +$2.02M +50,327 +123%
KWS
22
Keystone Wealth Services
California
$3.42M +$47.5K +1,186 +1%
KAS
23
Kestra Advisory Services
Texas
$3.39M +$658K +16,403 +25%
CA
24
Cetera Advisors
Colorado
$3.3M +$393K +9,799 +14%
RFG
25
REAP Financial Group
Texas
$3.17M +$1.32M +32,945 +75%