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FT Vest US Equity Buffer ETF February

102 hedge funds and large institutions have $186M invested in FT Vest US Equity Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-10
Holders Change %
-8.93%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
9
Reduced
57
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$553K -$21.3K -500 -4%
SFG
52
Sovereign Financial Group
Connecticut
$549K -$61.1K -1,432 -10%
CFGS
53
Concourse Financial Group Securities
Alabama
$501K -$3.33K -78 -0.7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$471K -$236K -5,538 -33%
CWS
55
Cypress Wealth Services
California
$471K
EWM
56
Echo Wealth Management
Minnesota
$454K -$1.96K -46 -0.4%
BFG
57
Bouchey Financial Group
New York
$448K -$492K -11,534 -52%
LNC
58
Lincoln National Corp
Pennsylvania
$441K
1W
59
1776 Wealth
Georgia
$414K
LI
60
LVZ Inc
Michigan
$404K
SS
61
Sunbelt Securities
Texas
$366K
AWS
62
Atria Wealth Solutions
New York
$343K
Morgan Stanley
63
Morgan Stanley
New York
$336K +$15.1K +354 +5%
MOS
64
MGO One Seven
Ohio
$313K -$4.27K -100 -1%
KCFA
65
Key Client Fiduciary Advisors
New Jersey
$298K
NW
66
Naviter Wealth
Arkansas
$283K -$315K -7,385 -53%
Wells Fargo
67
Wells Fargo
California
$280K -$24.6M -575,995 -99%
LFAS
68
Level Four Advisory Services
Texas
$279K -$191K -4,468 -41%
MML Investors Services
69
MML Investors Services
Massachusetts
$277K +$277K +6,498 New
AWM
70
Apollon Wealth Management
South Carolina
$273K
MCWS
71
McKinley Carter Wealth Services
West Virginia
$254K
CBFP
72
Cedar Brook Financial Partners
Ohio
$248K -$2.14K -50 -0.9%
ACM
73
Anfield Capital Management
California
$239K -$43.4K -1,016 -15%
EWM
74
EPG Wealth Management
Georgia
$237K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$232K +$118K +2,776 +104%