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FT Vest US Equity Buffer ETF July

88 hedge funds and large institutions have $89.1M invested in FT Vest US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $88.8M → $89.1M (+$308K)

0% more funds holding

Funds holding: 8888 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

14.95% less ownership

Funds ownership: 47.48%32.53% (-15%)

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
10
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
26
Main Street Financial Solutions
Pennsylvania
$682K -$30.3K -820 -4%
FPWM
27
FSB Premier Wealth Management
Iowa
$600K -$2.11K -57 -0.4%
SCA
28
Sage Capital Advisors
South Dakota
$596K +$206K +5,578 +58%
DFA
29
DHJJ Financial Advisors
Illinois
$590K -$5.99K -162 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$588K -$824K -22,302 -60%
CWS
31
Cypress Wealth Services
California
$563K
SS
32
Sunbelt Securities
Texas
$560K -$64.1K -1,735 -11%
RJA
33
Raymond James & Associates
Florida
$556K
WS
34
Wedbush Securities
California
$549K -$734K -19,862 -59%
BTWM
35
Baker Tilly Wealth Management
Wisconsin
$502K
Wolverine Trading
36
Wolverine Trading
Illinois
$500K +$110K +2,965 +30%
HI
37
Harbour Investments
Wisconsin
$472K -$169K -4,573 -27%
Citadel Advisors
38
Citadel Advisors
Florida
$457K +$433K +11,713 New
ACG
39
Allen Capital Group
Nebraska
$457K -$9.24K -250 -2%
KAS
40
Kestra Advisory Services
Texas
$449K -$1M -27,106 -70%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$446K -$195K -5,267 -32%
IF
42
Integrity Financial
Wyoming
$432K -$53.4K -1,444 -12%
Mariner
43
Mariner
Kansas
$429K +$2.22K +60 +0.5%
SPIA
44
Steward Partners Investment Advisory
New York
$428K -$779K -21,088 -66%
AAS
45
Ameritas Advisory Services
Nebraska
$413K -$102K -2,752 -20%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$409K
AAS
47
Avantax Advisory Services
Texas
$371K -$84K -2,274 -19%
OWA
48
Outlook Wealth Advisors
Texas
$358K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$342K
CAAS
50
Capital Asset Advisory Services
Michigan
$341K