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FT Vest US Equity Buffer ETF February

137 hedge funds and large institutions have $332M invested in FT Vest US Equity Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
31
Reduced
53
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$37.2M +$756K +16,150 +2%
FP
2
Fiduciary Planning
Florida
$26.8M +$26.2K +559 +0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.7M +$900K +19,230 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$20.2M +$320K +6,838 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$18.2M +$5.62M +120,025 +45%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13M +$1.96M +41,933 +18%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$2.44M +52,181 +27%
SWA
8
Stratos Wealth Advisors
Ohio
$10.5M -$12.8M -273,438 -55%
RFG
9
REAP Financial Group
Texas
$10M -$202K -4,323 -2%
KAS
10
Kestra Advisory Services
Texas
$8.31M -$576K -12,314 -6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$7.35M -$99.6K -2,129 -1%
SIM
12
Stratos Investment Management
Ohio
$6.99M +$5.99M +128,082 +599%
GDP
13
Great Diamond Partners
Maine
$5.68M -$238K -5,078 -4%
ZIMP
14
Zimmermann Investment Management & Planning
Pennsylvania
$5.57M -$188K -4,010 -3%
OBWG
15
Onyx Bridge Wealth Group
New York
$5.37M -$10.7K -229 -0.2%
HI
16
Harbour Investments
Wisconsin
$5.32M -$361K -7,712 -6%
SI
17
Stephens Inc
Arkansas
$5.16M -$90.8K -1,940 -2%
CW
18
CreativeOne Wealth
Kansas
$5.12M -$3.85M -82,287 -43%
MC
19
McCarthy & Cox
Ohio
$5.09M +$300K +6,418 +6%
RJA
20
Raymond James & Associates
Florida
$4.94M -$318K -6,793 -6%
LA
21
LM Advisors
California
$4.17M +$83.3K +1,780 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.13M -$360K -7,685 -8%
KWS
23
Keystone Wealth Services
California
$3.73M
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$3.45M +$3.45M +73,660 New
MSFS
25
Main Street Financial Solutions
Pennsylvania
$3.31M -$26.6K -568 -0.8%