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FT Vest US Equity Buffer ETF February

149 hedge funds and large institutions have $371M invested in FT Vest US Equity Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
33
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
26
Keystone Wealth Services
California
$3.5M -$366K -7,532 -9%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.43M
AssetMark Inc
28
AssetMark Inc
California
$3.05M +$2.02M +41,565 +195%
AWM
29
Apollon Wealth Management
South Carolina
$2.78M
AWM
30
AE Wealth Management
Kansas
$2.76M +$1.8M +37,155 +188%
Mariner
31
Mariner
Kansas
$2.66M +$50.1K +1,032 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.31M
OWA
33
Outlook Wealth Advisors
Texas
$2.31M +$319K +6,566 +16%
VBFP
34
Valtinson Bruner Financial Planning
Minnesota
$2.07M -$24K -495 -1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.05M -$268K -5,513 -12%
HI
36
Harbour Investments
Wisconsin
$1.91M -$3.62M -74,467 -65%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.89M -$1.34M -27,688 -42%
GM
38
GeoWealth Management
Illinois
$1.86M +$1.71M +35,185 +1,146%
SPIA
39
Steward Partners Investment Advisory
New York
$1.81M +$109K +2,243 +6%
FPWM
40
FSB Premier Wealth Management
Iowa
$1.76M -$12.1K -250 -0.7%
IAN
41
Integrated Advisors Network
Texas
$1.4M +$291 +6 +0%
MFGM
42
Marshall Financial Group (Maryland)
Maryland
$1.4M -$68.9K -1,418 -5%
IF
43
Integrity Financial
Wyoming
$1.36M -$81K -1,668 -6%
FFN
44
Focus Financial Network
Minnesota
$1.34M
MWM
45
Maltin Wealth Management
New Jersey
$1.32M -$158K -3,261 -11%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1.31M -$10.6M -218,916 -89%
KPWS
47
Kestra Private Wealth Services
Texas
$1.22M -$97.3K -2,004 -7%
LCWP
48
Legacy Capital Wealth Partners
Arkansas
$1.09M +$1.09M +22,468 New
LWM
49
Laidlaw Wealth Management
New York
$1.08M -$2.62K -54 -0.2%
Jane Street
50
Jane Street
New York
$1.05M +$529K +10,902 +102%