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FT Vest US Equity Buffer ETF July

115 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
33
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MW
26
MBL Wealth
North Carolina
$2.94M 70,544 +70,544 New
HI
27
Harbour Investments
Wisconsin
$2.79M 66,972 +1,577 +2%
AAS
28
Avantax Advisory Services
Texas
$2.74M 65,871 +3,455 +6%
OIA
29
OneDigital Investment Advisors
Kansas
$2.68M 64,350 +3,473 +6%
BCM
30
Beck Capital Management
Texas
$2.64M 63,369 -4,632 -7%
ARC
31
Advisor Resource Council
Texas
$2.3M 55,288 +35,894 +185%
OWM
32
Opes Wealth Management
California
$2.05M 49,340 +405 +0.8%
KAS
33
Kestra Advisory Services
Texas
$2.04M 48,988 +21,856 +81%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.99M 47,786 +3,553 +8%
LSA
35
Lion Street Advisors
Texas
$1.84M 44,322
SW
36
Schulz Wealth
Texas
$1.84M 44,228 +44,228 New
MML Investors Services
37
MML Investors Services
Massachusetts
$1.78M 42,869 +15,069 +54%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.44M 34,484 -850 -2%
TGAM
39
TBH Global Asset Management
Tennessee
$1.39M 33,330 -2,475 -7%
Truist Financial
40
Truist Financial
North Carolina
$1.34M 32,236 -984 -3%
1W
41
1776 Wealth
Georgia
$1.33M 31,851 +638 +2%
Mariner
42
Mariner
Kansas
$1.24M 29,877 -45 -0.2%
FIA
43
Foundations Investment Advisors
Arizona
$1.22M 28,741 -154,174 -84%
MOS
44
MGO One Seven
Ohio
$1.19M 28,543 +28,543 New
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$1.13M 27,249 -237 -0.9%
APW
46
Aurora Private Wealth
New Jersey
$917K 22,036 +805 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$905K 21,736 +21,736 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$891K 21,421 +4,658 +28%
AWS
49
Atria Wealth Solutions
New York
$862K 20,722 +12,634 +156%
FA
50
Flagstar Advisors
New York
$825K 19,832 -47 -0.2%