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FT Vest US Equity Buffer ETF February

112 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
17
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
76
Sunbelt Securities
Texas
$335K
CW
77
CreativeOne Wealth
Kansas
$329K -$876K -22,459 -73%
AWS
78
Atria Wealth Solutions
New York
$314K
FCM
79
Fourpath Capital Management
Oklahoma
$307K +$307K +7,887 New
AWM
80
Axxcess Wealth Management
California
$305K +$305K +7,828 New
Morgan Stanley
81
Morgan Stanley
New York
$293K +$265K +6,806 +956%
MOS
82
MGO One Seven
Ohio
$289K -$1.87K -48 -0.6%
DC
83
Davenport & Co
Virginia
$288K +$288K +7,399 New
KCFA
84
Key Client Fiduciary Advisors
New Jersey
$272K
ACM
85
Anfield Capital Management
California
$258K
AWM
86
Apollon Wealth Management
South Carolina
$250K -$53.1K -1,363 -18%
AAS
87
Ameritas Advisory Services
Nebraska
$238K
RCM
88
Raleigh Capital Management
North Carolina
$235K +$235K +6,041 New
MCWS
89
McKinley Carter Wealth Services
West Virginia
$232K
CBFP
90
Cedar Brook Financial Partners
Ohio
$228K
GM
91
GeoWealth Management
Illinois
$213K +$213K +5,482 New
EWM
92
EPG Wealth Management
Georgia
$210K
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$207K +$207K +5,304 New
NS
94
NBC Securities
Alabama
$191K +$191K +4,920 New
SPIA
95
Steward Partners Investment Advisory
New York
$168K
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$159K +$70.2K +1,800 +79%
Comerica Bank
97
Comerica Bank
Texas
$139K +$139K +3,559 New
GI
98
Gradient Investments
Minnesota
$132K
AF
99
Advisornet Financial
Minnesota
$131K -$1.95K -50 -1%
IA
100
IFP Advisors
Florida
$121K +$78K +2,000 +181%