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FT Vest US Equity Buffer ETF July

143 hedge funds and large institutions have $328M invested in FT Vest US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
60
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$3.06M 63,631 +63,631 New
OIA
27
OneDigital Investment Advisors
Kansas
$3.05M 63,486 -4,094 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.67M 55,562 +10,279 +23%
AC
29
AIFG Consultants
New York
$2.57M 53,504 -90,299 -63%
OWM
30
Opes Wealth Management
California
$2.3M 47,865 -1,415 -3%
SPC
31
Sigma Planning Corp
Michigan
$2.17M 45,014 +45,014 New
SW
32
Schulz Wealth
Texas
$1.98M 41,163 +80 +0.2%
Mariner
33
Mariner
Kansas
$1.93M 40,189 +13,154 +49%
LSA
34
Lion Street Advisors
Texas
$1.83M 38,054 -945 -2%
Truist Financial
35
Truist Financial
North Carolina
$1.82M 37,874 +12,368 +48%
APW
36
Aurora Private Wealth
New Jersey
$1.62M 33,655 +16,869 +100%
1W
37
1776 Wealth
Georgia
$1.6M 33,220 +1,369 +4%
NW
38
NewEdge Wealth
Pennsylvania
$1.56M 32,496 +32,496 New
HIS
39
Harvest Investment Services
Illinois
$1.51M 31,320 +31,320 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.45M 30,053 +12,779 +74%
KWM
41
Kingsview Wealth Management
Oregon
$1.43M 29,662 +29,662 New
PCG
42
Prosperity Consulting Group
Maryland
$1.42M 29,529 +29,529 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.22M 25,458 +13,140 +107%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1.2M 25,020 -1,323 -5%
AI
45
Atria Investments
North Carolina
$1.11M 23,168 +23,168 New
WWM
46
Wolff Wiese Magana
California
$1.08M 22,368 +19,876 +798%
AAS
47
Avantax Advisory Services
Texas
$1.08M 22,356 -24,809 -53%
FI
48
FWG Investments
Kentucky
$1.07M 22,259 +13,015 +141%
IF
49
Integrity Financial
Wyoming
$1.04M 21,698 +9,602 +79%
AWM
50
Accel Wealth Management
Iowa
$1.03M 21,400 +21,400 New