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FT Vest US Equity Buffer ETF February

140 hedge funds and large institutions have $256M invested in FT Vest US Equity Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
21
Increased
16
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FP
1
Fiduciary Planning
Florida
$28.9M -$56.3K -1,132 -0.2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.6M -$214K -4,306 -1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$11.3M -$8.55M -171,767 -43%
AA
4
Armis Advisers
Georgia
$11.2M +$11.2M +225,822 New
SIM
5
Stratos Investment Management
Ohio
$10.6M +$1.04M +20,796 +11%
RFG
6
REAP Financial Group
Texas
$10.1M -$467K -9,384 -4%
Raymond James Financial
7
Raymond James Financial
Florida
$9.67M +$9.67M +194,348 New
Osaic Holdings
8
Osaic Holdings
Arizona
$8.13M -$9.58M -192,529 -54%
AF
9
Allworth Financial
California
$6.92M +$6.92M +136,829 New
KAS
10
Kestra Advisory Services
Texas
$6.46M -$710K -14,273 -10%
OBWG
11
Onyx Bridge Wealth Group
New York
$5.61M -$21.4K -430 -0.4%
GDP
12
Great Diamond Partners
Maine
$5.53M -$54K -1,085 -1%
SI
13
Stephens Inc
Arkansas
$5.38M -$26.2K -526 -0.5%
MC
14
McCarthy & Cox
Ohio
$5.29M -$76.1K -1,530 -1%
AssetMark Inc
15
AssetMark Inc
California
$4.84M +$1.72M +34,480 +55%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.82M -$1.7M -34,083 -26%
LA
17
LM Advisors
California
$4.36M +$369K +7,406 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.21M -$269K -5,411 -6%
LPL Financial
19
LPL Financial
California
$4.1M +$503K +10,113 +14%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$3.67M
KWS
21
Keystone Wealth Services
California
$3.57M -$15.7K -316 -0.4%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$3.52M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.19M -$28.4M -570,771 -90%
AWM
24
Apollon Wealth Management
South Carolina
$2.84M -$3.58K -72 -0.1%
Mariner
25
Mariner
Kansas
$2.67M -$50.7K -1,019 -2%