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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 %
LPT
76
Legacy Private Trust
Wisconsin
$213K +$213K +5,352 New
PFS
77
Prospera Financial Services
Texas
$204K +$204K +5,110 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$192K +$52.5K +1,317 +38%
SPIA
79
Steward Partners Investment Advisory
New York
$171K +$39.8K +1,000 +30%
UBS Group
80
UBS Group
Switzerland
$157K +$157K +3,943 New
AF
81
Advisornet Financial
Minnesota
$135K -$51.8K -1,300 -28%
GI
82
Gradient Investments
Minnesota
$135K
ACA
83
Aptus Capital Advisors
Alabama
$110K
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$90.6K
GRP
85
Global Retirement Partners
California
$73.8K -$16.2K -406 -18%
AIC
86
Archer Investment Corporation
Indiana
$70.1K -$154K -3,863 -69%
CAS
87
Coppell Advisory Solutions
Texas
$61.3K +$61.3K +1,552 New
TLA
88
Tanglewood Legacy Advisors
Texas
$52.8K +$15.9K +400 +43%
PIAS
89
PCA Investment Advisory Services
Ohio
$47.8K +$47.8K +1,200 New
IA
90
IFP Advisors
Florida
$44.1K -$99K -2,485 -69%
SWM
91
Spire Wealth Management
Virginia
$42.8K -$7.97K -200 -16%
SWA
92
SOA Wealth Advisors
New York
$41.9K
Wells Fargo
93
Wells Fargo
California
$39.9K +$39.9K +1,001 New
BTI
94
Blue Trust Inc
Georgia
$32K +$32K +855 New
AIP
95
Ameritas Investment Partners
Nebraska
$30.9K
GWM
96
Geneos Wealth Management
Colorado
$29.9K +$29.9K +750 New
Morgan Stanley
97
Morgan Stanley
New York
$28.4K
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$16.9K
CIAS
99
Capital Investment Advisory Services
North Carolina
$9.24K
CA
100
Centerpoint Advisors
Massachusetts
$9K -$19.7K -478 -69%