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FT Vest US Equity Buffer ETF February

140 hedge funds and large institutions have $256M invested in FT Vest US Equity Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
21
Increased
16
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
76
Kingswood Wealth Advisors
California
$524K +$524K +10,524 New
AWM
77
Accel Wealth Management
Iowa
$511K -$597 -12 -0.1%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$500K +$500K +10,045 New
OIA
79
OneDigital Investment Advisors
Kansas
$447K
EWM
80
Echo Wealth Management
Minnesota
$446K
TLA
81
Tanglewood Legacy Advisors
Texas
$413K
EWM
82
EPG Wealth Management
Georgia
$393K
AWA
83
Arkadios Wealth Advisors
Georgia
$393K +$393K +7,900 New
LBC
84
Leigh Baldwin & Co
New York
$391K +$391K +7,865 New
SA
85
Sanctuary Advisors
Indiana
$391K -$286K -5,640 -42%
NG
86
Novem Group
New York
$380K +$380K +7,638 New
WEG
87
World Equity Group
Illinois
$355K +$355K +7,140 New
MOS
88
MGO One Seven
Ohio
$349K -$1.05K -21 -0.3%
RIA
89
Regal Investment Advisors
Michigan
$342K -$52.3K -1,050 -13%
PCG
90
Prosperity Consulting Group
Maryland
$342K +$32.4K +650 +10%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$313K
AI
92
Atria Investments
North Carolina
$301K -$7.4M -148,588 -96%
PS
93
Principal Securities
Iowa
$295K
CIA
94
Concurrent Investment Advisors
Florida
$278K
PFS
95
Prospera Financial Services
Texas
$275K
BFA
96
Beacon Financial Advisory
Ohio
$273K
IWN
97
Independent Wealth Network
Iowa
$272K -$6.62K -133 -2%
RWA
98
Redhawk Wealth Advisors
Minnesota
$271K
OAJ
99
Ogorek Anthony Joseph
New York
$270K -$17K -343 -6%
AAS
100
Avantax Advisory Services
Texas
$265K -$443K -8,900 -63%