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FT Vest US Equity Buffer ETF July

56 hedge funds and large institutions have $68.4M invested in FT Vest US Equity Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

12% more funds holding

Funds holding: 5056 (+6)

2% more capital invested

Capital invested by funds: $67M → $68.4M (+$1.36M)

28.44% less ownership

Funds ownership: 775.61%747.17% (-28%)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30.8M +$1.68M +46,705 +6%
BCM
2
Beck Capital Management
Texas
$4.36M -$9.69K -270 -0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.32M -$37.3K -1,039 -2%
CA
4
Cetera Advisors
Colorado
$1.84M -$518K -14,424 -22%
OMC
5
Old Mission Capital
Illinois
$1.81M +$1.19M +33,157 +201%
OIA
6
OneDigital Investment Advisors
Kansas
$1.75M +$590K +16,452 +53%
Wolverine Trading
7
Wolverine Trading
Illinois
$1.68M +$896K +24,970 +119%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.64M +$16.9K +472 +1%
MA
9
Mutual Advisors
Nebraska
$1.45M -$865K -24,121 -38%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.45M
KAS
11
Kestra Advisory Services
Texas
$1.33M -$1.08K -30 -0.1%
AWM
12
AE Wealth Management
Kansas
$1.26M +$166K +4,632 +16%
PWM
13
PRW Wealth Management
Massachusetts
$1.12M
FWM
14
Frontier Wealth Management
Missouri
$1.1M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$937K -$1.83K -51 -0.2%
APA
16
American Portfolios Advisors
New York
$893K -$34.6K -965 -4%
AIC
17
Archer Investment Corporation
Indiana
$829K -$276K -7,688 -25%
FPWM
18
FSB Premier Wealth Management
Iowa
$756K +$14.9K +415 +2%
APW
19
Aurora Private Wealth
New Jersey
$717K
WS
20
Wedbush Securities
California
$717K
T
21
TRUADVICE
Florida
$683K -$431 -12 -0.1%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$670K
DFA
23
DHJJ Financial Advisors
Illinois
$544K -$14.9K -416 -3%
CWS
24
Cypress Wealth Services
California
$520K
KWS
25
Keystone Wealth Services
California
$512K +$502K +14,000 New