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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 %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$35.3M +$33.4M +736,843 +1,725%
FP
2
Fiduciary Planning
Florida
$26M -$164K -3,632 -0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24M +$7.86M +173,628 +49%
SWA
4
Stratos Wealth Advisors
Ohio
$22.5M -$1.69M -37,246 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.2M +$12.1M +266,898 +169%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.2M +$4.14M +91,531 +51%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M +$9.26M +204,477 +661%
RFG
8
REAP Financial Group
Texas
$9.87M -$78K -1,723 -0.8%
CA
9
Cetera Advisors
Colorado
$9.23M +$7.28M +160,898 +375%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$8.77M +$8.77M +193,778 New
CW
11
CreativeOne Wealth
Kansas
$8.68M +$8.68M +191,724 New
KAS
12
Kestra Advisory Services
Texas
$8.6M +$3.07M +67,856 +56%
SW
13
SMART Wealth
Nebraska
$8.09M +$8.09M +178,628 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.21M +$6.27M +138,436 +667%
GDP
15
Great Diamond Partners
Maine
$5.73M +$131K +2,885 +2%
CAN
16
Cetera Advisor Networks
California
$5.6M +$2.34M +51,634 +72%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$5.57M +$5.57M +122,962 New
HI
18
Harbour Investments
Wisconsin
$5.5M -$144K -3,189 -3%
OBWG
19
Onyx Bridge Wealth Group
New York
$5.13M -$84.1K -1,883 -2%
RJA
20
Raymond James & Associates
Florida
$5.09M +$3.56M +78,605 +233%
SI
21
Stephens Inc
Arkansas
$5.08M +$2.13M +46,994 +72%
MC
22
McCarthy & Cox
Ohio
$4.63M +$4.63M +102,291 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.35M +$1.09M +24,034 +33%
LA
24
LM Advisors
California
$3.95M +$963K +21,261 +32%
KWS
25
Keystone Wealth Services
California
$3.61M +$516K +11,406 +17%