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FT Vest US Equity Buffer ETF February

96 hedge funds and large institutions have $155M invested in FT Vest US Equity Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
32
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$564K +$564K +15,090 New
NA
52
NewEdge Advisors
Louisiana
$556K
EWM
53
Echo Wealth Management
Minnesota
$527K -$164K -4,375 -24%
LNC
54
Lincoln National Corp
Pennsylvania
$514K +$514K +13,760 New
CFGS
55
Concourse Financial Group Securities
Alabama
$456K +$21.7K +580 +5%
OWM
56
Opes Wealth Management
California
$445K +$445K +11,908 New
CWS
57
Cypress Wealth Services
California
$413K
LFAS
58
Level Four Advisory Services
Texas
$387K +$387K +10,351 New
1W
59
1776 Wealth
Georgia
$363K +$363K +9,700 New
LI
60
LVZ Inc
Michigan
$354K
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$352K +$66.9K +1,790 +23%
SS
62
Sunbelt Securities
Texas
$318K
LPL Financial
63
LPL Financial
California
$303K
AWS
64
Atria Wealth Solutions
New York
$301K +$5.42K +145 +2%
MOS
65
MGO One Seven
Ohio
$281K +$11.4K +305 +4%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$274K +$274K +7,329 New
SB
67
Strategic Blueprint
Georgia
$273K -$5.01K -134 -2%
KCFA
68
Key Client Fiduciary Advisors
New Jersey
$261K +$261K +6,975 New
ACM
69
Anfield Capital Management
California
$248K +$248K +6,622 New
SCA
70
Sage Capital Advisors
South Dakota
$246K +$10.1K +271 +4%
Goldman Sachs
71
Goldman Sachs
New York
$233K +$233K +6,228 New
MCWS
72
McKinley Carter Wealth Services
West Virginia
$222K +$222K +5,950 New
CBFP
73
Cedar Brook Financial Partners
Ohio
$219K
AIC
74
Archer Investment Corporation
Indiana
$210K -$9.05K -242 -4%
AWM
75
Apollon Wealth Management
South Carolina
$204K +$204K +5,468 New