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FT Vest US Equity Buffer ETF February

149 hedge funds and large institutions have $371M invested in FT Vest US Equity Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
33
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$306K
PCG
102
Prosperity Consulting Group
Maryland
$302K +$302K +6,213 New
PS
103
Principal Securities
Iowa
$288K +$73.2K +1,508 +34%
OAJ
104
Ogorek Anthony Joseph
New York
$280K -$301K -6,226 -52%
RC
105
Rovin Capital
Arizona
$277K
UBS Group
106
UBS Group
Switzerland
$274K +$47.9K +986 +21%
IWN
107
Independent Wealth Network
Iowa
$271K +$3.55K +73 +1%
CIA
108
Concurrent Investment Advisors
Florida
$271K
CB
109
Chris Bulman
California
$270K +$171K +3,513 +171%
ACM
110
Anfield Capital Management
California
$270K -$2.43K -50 -0.9%
PFS
111
Prospera Financial Services
Texas
$269K
BFA
112
Beacon Financial Advisory
Ohio
$267K
RWA
113
Redhawk Wealth Advisors
Minnesota
$265K -$22.7K -468 -8%
AWS
114
Atria Wealth Solutions
New York
$264K -$266K -5,468 -50%
Truist Financial
115
Truist Financial
North Carolina
$259K -$118K -2,420 -31%
BWM
116
BCGM Wealth Management
Indiana
$243K
CAM
117
Cresset Asset Management
Illinois
$234K -$36.5K -752 -13%
NWWA
118
New Wave Wealth Advisors
Arkansas
$234K +$234K +4,809 New
HOWA
119
Heritage Oak Wealth Advisors
Florida
$234K +$234K +4,809 New
CCFM
120
Clear Creek Financial Management
Washington
$230K -$18.2K -375 -7%
HIM
121
Hanlon Investment Management
New Jersey
$224K +$7.24K +149 +3%
IFS
122
Ifrah Financial Services
Arkansas
$223K -$2.23K -46 -1%
CWS
123
Cypress Wealth Services
California
$219K -$318K -6,543 -59%
SEIA
124
Signature Estate & Investment Advisors
California
$217K -$64.9K -1,336 -23%
ACMA
125
Arbor Capital Management (Alaska)
Alaska
$215K -$36.5K -754 -15%