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FT Vest US Equity Buffer ETF July

21 hedge funds and large institutions have $12.5M invested in FT Vest US Equity Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 2521 (-4)

18% less capital invested

Capital invested by funds: $15.3M → $12.5M (-$2.79M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

35.35% less ownership

Funds ownership: 179.26%143.91% (-35%)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
1
TRUADVICE
Florida
$3.67M +$530K +15,424 +17%
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M +$909K +26,461 +261%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.12M -$542K -15,780 -33%
FWM
4
Frontier Wealth Management
Missouri
$1.04M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$586K +$583K +16,970 New
AWM
6
AE Wealth Management
Kansas
$569K -$56.7K -1,650 -9%
Wolverine Trading
7
Wolverine Trading
Illinois
$480K +$11.1K +324 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$458K -$1.1M -31,965 -71%
SPI
9
Santori & Peters Inc
Pennsylvania
$455K
DFA
10
DHJJ Financial Advisors
Illinois
$446K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$437K +$158K +4,600 +57%
OMC
12
Old Mission Capital
Illinois
$432K -$178K -5,189 -29%
KAS
13
Kestra Advisory Services
Texas
$335K -$134K -3,899 -29%
TCM
14
Triumph Capital Management
Colorado
$298K +$296K +8,607 New
CAS
15
Cascadia Advisory Services
Oregon
$278K
Osaic Holdings
16
Osaic Holdings
Arizona
$161K -$36.6K -1,065 -19%
CF
17
Centaurus Financial
California
$136K
APA
18
American Portfolios Advisors
New York
$129K
HI
19
Harbour Investments
Wisconsin
$84K
GEA
20
Glen Eagle Advisors
New Jersey
$69.1K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$31K
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
-$1.24M -36,113 Closed
PWM
23
PRW Wealth Management
Massachusetts
-$1.14M -33,593 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$533K -15,689 Closed
CWS
25
Cypress Wealth Services
California
-$476K -14,000 Closed