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FT Vest US Equity Buffer ETF February

100 hedge funds and large institutions have $215M invested in FT Vest US Equity Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
24
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
51
Strategic Blueprint
Georgia
$694K +$403K +10,121 +139%
OIM
52
Oder Investment Management
California
$691K -$30.3K -760 -4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$676K -$9.16K -230 -1%
OWM
54
Opes Wealth Management
California
$663K +$189K +4,743 +40%
FFN
55
Focus Financial Network
Minnesota
$643K -$74.1K -1,860 -10%
RIA
56
Regal Investment Advisors
Michigan
$634K -$4.98K -125 -0.8%
BRWA
57
B. Riley Wealth Advisors
Florida
$627K +$25.9K +650 +4%
NA
58
NewEdge Advisors
Louisiana
$596K
EWM
59
Echo Wealth Management
Minnesota
$568K
CFGS
60
Concourse Financial Group Securities
Alabama
$472K -$14.6K -367 -3%
CWS
61
Cypress Wealth Services
California
$445K
LFAS
62
Level Four Advisory Services
Texas
$439K +$26.2K +658 +6%
LNC
63
Lincoln National Corp
Pennsylvania
$412K -$136K -3,415 -25%
1W
64
1776 Wealth
Georgia
$386K
LI
65
LVZ Inc
Michigan
$377K
SS
66
Sunbelt Securities
Texas
$342K
AWS
67
Atria Wealth Solutions
New York
$320K
AWM
68
Apollon Wealth Management
South Carolina
$310K +$91.7K +2,302 +42%
MOS
69
MGO One Seven
Ohio
$298K -$1.28K -32 -0.4%
KCFA
70
Key Client Fiduciary Advisors
New Jersey
$278K
ACM
71
Anfield Capital Management
California
$264K
AAS
72
Ameritas Advisory Services
Nebraska
$240K +$51.4K +1,300 +27%
MCWS
73
McKinley Carter Wealth Services
West Virginia
$237K
CBFP
74
Cedar Brook Financial Partners
Ohio
$233K -$797 -20 -0.3%
EWM
75
EPG Wealth Management
Georgia
$215K