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FT Vest US Equity Buffer ETF July

111 hedge funds and large institutions have $251M invested in FT Vest US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+23
Holders Change %
+26.14%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
33
Increased
47
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$333K 8,685
SAG
77
SageView Advisory Group
California
$326K 8,512
AWM
78
Axxcess Wealth Management
California
$321K 8,372 +8,372 New
CAAS
79
Capital Asset Advisory Services
Michigan
$319K 8,204 -461 -5%
Cerity Partners
80
Cerity Partners
New York
$311K 8,110
AWS
81
Atria Wealth Solutions
New York
$310K 8,088 +8,088 New
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$310K 8,088 +8,088 New
SG
83
StoneX Group
New York
$308K 8,043 +1,500 +23%
CF
84
Centaurus Financial
California
$307K 8,009 +992 +14%
LNC
85
Lincoln National Corp
Pennsylvania
$268K 7,000 +7,000 New
BTWM
86
Baker Tilly Wealth Management
Wisconsin
$263K 6,860 -6,000 -47%
NFG
87
Nations Financial Group
Iowa
$252K 6,579 +6,579 New
MA
88
Mutual Advisors
Nebraska
$247K 6,428 -917 -12%
PGWM
89
Pitti Group Wealth Management
New York
$244K 6,354 +6,354 New
AWA
90
Authentikos Wealth Advisory
California
$221K 5,760 +5,760 New
TCA
91
Transcend Capital Advisors
New Jersey
$221K 5,750
ACMA
92
Arbor Capital Management (Alaska)
Alaska
$218K 5,723 -220 -4%
FFA
93
Fragasso Financial Advisors
Pennsylvania
$217K 5,666 +5,666 New
LPT
94
Legacy Private Trust
Wisconsin
$212K 5,530 -813 -13%
GM
95
GeoWealth Management
Illinois
$185K 4,829 +3,961 +456%
CFGS
96
Concourse Financial Group Securities
Alabama
$114K 2,965 +1,811 +157%
CP
97
Castleview Partners
Texas
$113K 2,950
ACA
98
Aptus Capital Advisors
Alabama
$111K 2,900
GEA
99
Glen Eagle Advisors
New Jersey
$76.7K 2,000
Morgan Stanley
100
Morgan Stanley
New York
$69K 1,800