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FT Vest US Equity Buffer ETF February

131 hedge funds and large institutions have $347M invested in FT Vest US Equity Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+29
Holders Change %
+28.43%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
52
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$3.56M +$1.43M +31,624 +67%
ICG
27
InterOcean Capital Group
Tennessee
$3.33M
MSFS
28
Main Street Financial Solutions
Pennsylvania
$3.22M -$32.4K -715 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.03M +$1.17M +25,932 +63%
AWM
30
Apollon Wealth Management
South Carolina
$2.59M +$2.3M +50,742 +792%
Mariner
31
Mariner
Kansas
$2.51M +$66.9K +1,477 +3%
AI
32
Atria Investments
North Carolina
$2.42M +$397K +8,767 +20%
SPC
33
Sigma Planning Corp
Michigan
$2.13M +$2.13M +47,083 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.13M +$734K +16,219 +53%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.05M -$72K -1,591 -3%
VBFP
36
Valtinson Bruner Financial Planning
Minnesota
$2.04M -$6.03M -133,183 -75%
OWA
37
Outlook Wealth Advisors
Texas
$1.86M +$1.62M +35,762 +686%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.66M +$1.16M +25,657 +232%
NA
39
NewEdge Advisors
Louisiana
$1.66M +$676K +14,935 +69%
FPWM
40
FSB Premier Wealth Management
Iowa
$1.64M +$434K +9,581 +36%
HIS
41
Harvest Investment Services
Illinois
$1.61M +$1.61M +35,557 New
SPIA
42
Steward Partners Investment Advisory
New York
$1.6M +$1.41M +31,244 +776%
SWP
43
Semus Wealth Partners
Florida
$1.49M +$1.49M +32,828 New
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$1.48M -$70.4K -1,556 -5%
AAS
45
Avantax Advisory Services
Texas
$1.37M +$726K +16,045 +112%
FIA
46
Foundations Investment Advisors
Arizona
$1.34M +$1.34M +29,521 New
MWM
47
Maltin Wealth Management
New Jersey
$1.33M +$33K +728 +3%
IF
48
Integrity Financial
Wyoming
$1.27M +$125K +2,750 +11%
IAN
49
Integrated Advisors Network
Texas
$1.23M +$307K +6,774 +33%
KPWS
50
Kestra Private Wealth Services
Texas
$1.23M +$50.9K +1,125 +4%