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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 %
Wells Fargo
1
Wells Fargo
California
$41.8M +$41.8M +860,007 +99,769%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.8M +$17.4M +357,416 +129%
FP
3
Fiduciary Planning
Florida
$28.2M +$377K +7,772 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.3M -$6.41M -132,037 -24%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$19.3M -$1.62M -33,454 -8%
AIM
6
Astor Investment Management
Illinois
$18.8M +$18.8M +387,784 New
Osaic Holdings
7
Osaic Holdings
Arizona
$17.3M -$1.62M -33,441 -9%
RFG
8
REAP Financial Group
Texas
$10.3M -$47K -967 -0.5%
SIM
9
Stratos Investment Management
Ohio
$9.33M +$2.07M +42,631 +29%
CW
10
CreativeOne Wealth
Kansas
$9.22M +$3.9M +80,380 +73%
AI
11
Atria Investments
North Carolina
$7.51M +$6.58M +135,466 +707%
KAS
12
Kestra Advisory Services
Texas
$7M -$1.63M -33,549 -19%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.36M -$1.27M -26,179 -17%
OBWG
14
Onyx Bridge Wealth Group
New York
$5.5M -$74.2K -1,527 -1%
SWA
15
Stratos Wealth Advisors
Ohio
$5.47M -$5.41M -111,390 -50%
GDP
16
Great Diamond Partners
Maine
$5.44M -$454K -9,343 -8%
SI
17
Stephens Inc
Arkansas
$5.27M -$79.9K -1,646 -1%
MC
18
McCarthy & Cox
Ohio
$5.23M -$47.1K -970 -0.9%
RJA
19
Raymond James & Associates
Florida
$5.07M -$55.7K -1,146 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.04M -$33.6M -691,916 -87%
LCGC
21
Legacy Capital Group California
California
$4.41M +$4.41M +90,849 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.37M +$83.9K +1,727 +2%
LA
23
LM Advisors
California
$3.89M -$433K -8,909 -10%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$3.58M
LPL Financial
25
LPL Financial
California
$3.51M +$187K +3,853 +6%