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FT Vest US Equity Buffer ETF February

131 hedge funds and large institutions have $347M invested in FT Vest US Equity Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+29
Holders Change %
+28.43%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
52
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LI
76
LVZ Inc
Michigan
$548K +$119K +2,620 +28%
SS
77
Sunbelt Securities
Texas
$543K +$154K +3,407 +40%
SAI
78
Savvy Advisors Inc
New York
$516K +$516K +11,408 New
CWS
79
Cypress Wealth Services
California
$500K
AWS
80
Atria Wealth Solutions
New York
$466K +$101K +2,241 +28%
OIA
81
OneDigital Investment Advisors
Kansas
$425K -$256K -5,648 -38%
EWM
82
Echo Wealth Management
Minnesota
$407K -$75.8K -1,675 -16%
TLA
83
Tanglewood Legacy Advisors
Texas
$376K +$316K +6,973 +526%
EWM
84
EPG Wealth Management
Georgia
$358K +$113K +2,500 +46%
Truist Financial
85
Truist Financial
North Carolina
$351K +$351K +7,763 New
CA
86
CoreCap Advisors
Michigan
$343K +$126K +2,782 +58%
KWA
87
Kingswood Wealth Advisors
California
$328K +$328K +7,246 New
MOS
88
MGO One Seven
Ohio
$318K -$13.6K -300 -4%
LPT
89
Legacy Private Trust
Wisconsin
$311K +$311K +6,877 New
RWA
90
Redhawk Wealth Advisors
Minnesota
$304K +$304K +6,717 New
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$300K +$300K +6,624 New
KCFA
92
Key Client Fiduciary Advisors
New Jersey
$299K -$17K -375 -5%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$285K +$15.5K +342 +6%
LNC
94
Lincoln National Corp
Pennsylvania
$284K -$185K -4,080 -39%
LFAS
95
Level Four Advisory Services
Texas
$279K
SB
96
Strategic Blueprint
Georgia
$267K +$267K +5,905 New
CBFP
97
Cedar Brook Financial Partners
Ohio
$263K
RC
98
Rovin Capital
Arizona
$258K +$258K +5,695 New
ACM
99
Anfield Capital Management
California
$254K
CAM
100
Cresset Asset Management
Illinois
$252K +$252K +5,576 New