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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 %
PFS
101
Prospera Financial Services
Texas
$251K +$19.2K +425 +8%
IWN
102
Independent Wealth Network
Iowa
$249K +$249K +5,500 New
CCFM
103
Clear Creek Financial Management
Washington
$249K +$28.2K +623 +13%
BFA
104
Beacon Financial Advisory
Ohio
$249K +$249K +5,490 New
ACMA
105
Arbor Capital Management (Alaska)
Alaska
$236K +$236K +5,217 New
BWM
106
BCGM Wealth Management
Indiana
$226K
IFS
107
Ifrah Financial Services
Arkansas
$221K +$221K +4,884 New
NS
108
NBC Securities
Alabama
$216K -$3.34K -74 -2%
SCA
109
Sage Capital Advisors
South Dakota
$216K +$216K +4,760 New
CIA
110
Concurrent Investment Advisors
Florida
$202K +$202K +4,458 New
PS
111
Principal Securities
Iowa
$196K +$196K +4,326 New
Morgan Stanley
112
Morgan Stanley
New York
$171K -$185K -4,094 -52%
SWA
113
SOA Wealth Advisors
New York
$167K +$119K +2,632 +250%
GM
114
GeoWealth Management
Illinois
$163K +$163K +3,595 New
GI
115
Gradient Investments
Minnesota
$154K
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$142K +$31.2K +690 +28%
AF
117
Advisornet Financial
Minnesota
$129K -$18.2K -401 -12%
ACA
118
Aptus Capital Advisors
Alabama
$125K -$78.1K -1,726 -39%
EW
119
Element Wealth
Mississippi
$122K +$122K +2,700 New
IA
120
IFP Advisors
Florida
$120K
AIC
121
Archer Investment Corporation
Indiana
$79.7K
TCWA
122
Turtle Creek Wealth Advisors
Texas
$65.9K +$56.9K +1,256 +628%
UBS Group
123
UBS Group
Switzerland
$62.8K +$33.4K +738 +114%
Comerica Bank
124
Comerica Bank
Texas
$53.1K -$107K -2,368 -67%
Wells Fargo
125
Wells Fargo
California
$49.4K -$248K -5,481 -83%