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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
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$339K
SAG
52
SageView Advisory Group
California
$332K +$314K +8,512 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$319K -$33K -894 -10%
Cerity Partners
54
Cerity Partners
New York
$316K
MA
55
Mutual Advisors
Nebraska
$286K -$6.69K -181 -2%
CF
56
Centaurus Financial
California
$274K -$26.1K -707 -9%
IWC
57
Integrated Wealth Concepts
Massachusetts
$268K
SG
58
StoneX Group
New York
$255K -$30.7K -831 -11%
KPWS
59
Kestra Private Wealth Services
Texas
$249K -$149K -4,025 -39%
LSA
60
Lion Street Advisors
Texas
$248K -$230K -6,224 -47%
LPT
61
Legacy Private Trust
Wisconsin
$247K -$119K -3,208 -34%
TLA
62
Tanglewood Legacy Advisors
Texas
$246K
Truist Financial
63
Truist Financial
North Carolina
$235K -$336K -9,089 -60%
SB
64
Strategic Blueprint
Georgia
$232K +$220K +5,957 New
ACMA
65
Arbor Capital Management (Alaska)
Alaska
$232K -$22.1K -599 -9%
BFA
66
Beacon Financial Advisory
Ohio
$225K
TCA
67
Transcend Capital Advisors
New Jersey
$224K
SPI
68
Santori & Peters Inc
Pennsylvania
$218K +$206K +5,585 New
IA
69
IFP Advisors
Florida
$211K -$480 -13 -0.2%
UBS Group
70
UBS Group
Switzerland
$152K -$5.69K -154 -4%
SWA
71
SOA Wealth Advisors
New York
$122K -$554 -15 -0.5%
CP
72
Castleview Partners
Texas
$115K
ACA
73
Aptus Capital Advisors
Alabama
$113K
WP
74
WealthPLAN Partners
Nebraska
$93.7K -$30K -812 -25%
JP Morgan Chase
75
JP Morgan Chase
New York
$78.3K +$74.2K +2,007 New