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FT Vest US Equity Buffer ETF July

148 hedge funds and large institutions have $322M invested in FT Vest US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
34
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
26
Beck Capital Management
Texas
$3.25M 66,373 -1,966 -3%
CAL
27
Capital Analysts LLC
Pennsylvania
$3.13M 63,962 +331 +0.5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.61M 53,214 -2,348 -4%
OWM
29
Opes Wealth Management
California
$2.3M 47,060 -805 -2%
OIA
30
OneDigital Investment Advisors
Kansas
$2.09M 42,722 -20,764 -33%
SW
31
Schulz Wealth
Texas
$1.98M 40,468 -695 -2%
Mariner
32
Mariner
Kansas
$1.94M 39,561 -628 -2%
LSA
33
Lion Street Advisors
Texas
$1.86M 38,054
Truist Financial
34
Truist Financial
North Carolina
$1.71M 34,844 -3,030 -8%
APW
35
Aurora Private Wealth
New Jersey
$1.66M 33,930 +275 +0.8%
1W
36
1776 Wealth
Georgia
$1.63M 33,188 -32 -0.1%
NW
37
NewEdge Wealth
Pennsylvania
$1.59M 32,496
PCG
38
Prosperity Consulting Group
Maryland
$1.45M 29,568 +39 +0.1%
KWM
39
Kingsview Wealth Management
Oregon
$1.41M 28,827 -835 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.3M 26,617 -3,436 -11%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.23M 25,197 -261 -1%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.21M 24,794 -226 -0.9%
IF
43
Integrity Financial
Wyoming
$1.14M 23,226 +1,528 +7%
WWM
44
Wolff Wiese Magana
California
$1.1M 22,368
FI
45
FWG Investments
Kentucky
$1.07M 21,905 -354 -2%
AAS
46
Ameritas Advisory Services
Nebraska
$1.07M 21,782 +5,002 +30%
JSW
47
Journey Strategic Wealth
New Jersey
$1.05M 21,461 +2,731 +15%
AI
48
Atria Investments
North Carolina
$1.02M 20,736 -2,432 -10%
KWA
49
Kingswood Wealth Advisors
California
$1.01M 20,641 +10,251 +99%
AWM
50
AE Wealth Management
Kansas
$1M 20,452 -679 -3%