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FT Vest US Equity Buffer ETF December

140 hedge funds and large institutions have $341M invested in FT Vest US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
33
Increased
25
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.8M 982,540 +982,540 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.2M 592,095 +226,584 +62%
SPC
3
Sigma Planning Corp
Michigan
$23.3M 547,734 +7,797 +1%
AIM
4
Astor Investment Management
Illinois
$19.9M 467,802 +467,802 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15M 353,004 -11,853 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.9M 350,659 -64,714 -16%
OWA
7
Outlook Wealth Advisors
Texas
$13.2M 7,760 +7,760 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.2M 263,391 -18,386 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.5M 246,249 -192,907 -44%
MML Investors Services
10
MML Investors Services
Massachusetts
$9.23M 216,865 +9,598 +5%
Truist Financial
11
Truist Financial
North Carolina
$8.16M 191,686 -3,770 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.11M 166,986 -9,815 -6%
SW
13
Schulz Wealth
Texas
$6.8M 159,721 -808 -0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.54M 153,589 +532 +0.3%
AI
15
Atria Investments
North Carolina
$6.26M 147,219 +113,506 +337%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.15M 144,425 -150,526 -51%
CVA
17
Central Valley Advisors
California
$5.13M 118,980 +4,643 +4%
HCA
18
Heck Capital Advisors
Wisconsin
$5.01M 117,763 -441 -0.4%
GRP
19
Global Retirement Partners
California
$4.91M 115,477 +2,585 +2%
AWM
20
AE Wealth Management
Kansas
$4.39M 103,083 +44,876 +77%
LCGC
21
Legacy Capital Group California
California
$4.27M 100,275 +100,275 New
LPL Financial
22
LPL Financial
California
$4.12M 96,784 +5,410 +6%
RJA
23
Raymond James & Associates
Florida
$4.12M 96,768 -6,052 -6%
SFS
24
Sowell Financial Services
Arkansas
$4.01M 94,382 +263 +0.3%
KAS
25
Kestra Advisory Services
Texas
$3.32M 78,044 -4,338 -5%