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FT Vest US Equity Buffer ETF December

142 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF December in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $314M → $337M (+$22.9M)

3% more funds holding

Funds holding: 138142 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.55% less ownership

Funds ownership: 29.04%27.49% (-1.5%)

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
58
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GW
1
Griffith & Werner
Georgia
$32.9M -$508K -10,151 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.6M -$3.24M -64,726 -11%
Raymond James Financial
3
Raymond James Financial
Florida
$21.4M +$2.13M +42,664 +11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$19.2M +$464K +9,281 +3%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$18.7M -$330K -6,605 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.1M +$3.45M +68,979 +31%
AssetMark Inc
7
AssetMark Inc
California
$13M +$1.59M +31,752 +14%
LPL Financial
8
LPL Financial
California
$12.1M +$2.38M +47,634 +25%
MOS
9
MGO One Seven
Ohio
$11M +$2.28M +45,642 +27%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.92M -$2.31M -46,267 -23%
AI
11
Atria Investments
North Carolina
$7.73M +$1.24M +24,755 +20%
SW
12
Schulz Wealth
Texas
$7.59M -$110K -2,208 -1%
KAS
13
Kestra Advisory Services
Texas
$6.62M -$557K -11,144 -8%
SI
14
Stephens Inc
Arkansas
$6.33M -$666K -13,326 -10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.03M +$467K +9,347 +9%
BWM
16
BAM Wealth Management
Colorado
$5.27M +$464K +9,288 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.15M +$114K +2,278 +2%
Truist Financial
18
Truist Financial
North Carolina
$5.11M +$137K +2,738 +3%
NC
19
NovaPoint Capital
Georgia
$4.5M -$409K -8,186 -9%
RFG
20
REAP Financial Group
Texas
$4.18M +$541K +10,818 +15%
AWA
21
Arkadios Wealth Advisors
Georgia
$3.95M +$164K +3,285 +4%
NG
22
Novem Group
New York
$3.88M -$206K -4,130 -5%
CWA
23
Crusonia Wealth Advisors
Colorado
$3.77M +$3.68M +73,688 New
CW
24
CreativeOne Wealth
Kansas
$3.74M +$405K +8,096 +12%
HIS
25
Harvest Investment Services
Illinois
$3.33M +$1.4M +27,985 +76%