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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 %
CFGS
101
Concourse Financial Group Securities
Alabama
$289K 6,006 +3,369 +128%
Citadel Advisors
102
Citadel Advisors
Florida
$287K 5,956 -32 -0.5%
WAS
103
WESPAC Advisors SoCal
California
$282K 5,865 +5,865 New
SWP
104
Semus Wealth Partners
Florida
$276K 5,734 +5,734 New
Morgan Stanley
105
Morgan Stanley
New York
$273K 5,669 +3,869 +215%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$273K 5,666
RA
107
RFG Advisory
Alabama
$270K 5,620
ACA
108
Aptus Capital Advisors
Alabama
$266K 5,525 -75 -1%
GM
109
GeoWealth Management
Illinois
$262K 5,439 +5,439 New
HIM
110
Hanlon Investment Management
New Jersey
$259K 5,386 +5,386 New
VBFP
111
Valtinson Bruner Financial Planning
Minnesota
$255K 5,310
EWM
112
EPG Wealth Management
Georgia
$251K 5,225 +5,225 New
IP
113
Ignite Planners
California
$250K 5,192 +5,192 New
SWM
114
SeaCrest Wealth Management
New York
$243K 5,046 +232 +5%
ZIMP
115
Zimmermann Investment Management & Planning
Pennsylvania
$231K 4,799 +4,799 New
TCA
116
Transcend Capital Advisors
New Jersey
$226K 4,700
FHC
117
First Heartland Consultants
Missouri
$222K 4,616 -214 -4%
DI
118
Diligent Investors
California
$220K 4,575
SAI
119
Savvy Advisors Inc
New York
$218K 4,536 +4,536 New
CIA
120
Concurrent Investment Advisors
Florida
$208K 4,327 +4,327 New
BCI
121
Brinker Capital Investments
Pennsylvania
$208K 4,323 +4,323 New
OPS
122
Orion Portfolio Solutions
Nebraska
$208K 4,323 +4,323 New
BPWM
123
Black Point Wealth Management
Florida
$203K 4,225 +4,225 New
OAJ
124
Ogorek Anthony Joseph
New York
$195K 4,070
CP
125
Castleview Partners
Texas
$142K 2,950