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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.1M -$2.98M -80,680 -13%
BCM
2
Brookstone Capital Management
Illinois
$4.88M -$275K -7,439 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.17M -$389K -10,522 -9%
AWM
4
AE Wealth Management
Kansas
$3.99M -$15.2M -412,565 -80%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.55M -$30.2K -818 -0.9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.19M +$452K +12,240 +18%
GWM
7
GDS Wealth Management
Texas
$2.81M +$2.67M +72,158 New
BCM
8
Beck Capital Management
Texas
$2.7M -$72.2K -1,955 -3%
OIA
9
OneDigital Investment Advisors
Kansas
$2.68M -$244K -6,611 -9%
SW
10
SMART Wealth
Nebraska
$2.28M -$1.3M -35,291 -38%
CW
11
CreativeOne Wealth
Kansas
$2.17M +$2.05M +55,546 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.01M -$182K -4,920 -9%
CA
13
Cetera Advisors
Colorado
$1.97M +$54.6K +1,477 +3%
OWM
14
Opes Wealth Management
California
$1.86M +$121K +3,265 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.61M +$571K +15,451 +60%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.61M +$309K +8,360 +25%
TGAM
17
TBH Global Asset Management
Tennessee
$1.4M
LPL Financial
18
LPL Financial
California
$1.33M +$1.03M +28,002 +462%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$952K -$456K -12,331 -34%
APW
20
Aurora Private Wealth
New Jersey
$811K -$6.83K -185 -0.9%
NA
21
NewEdge Advisors
Louisiana
$809K -$20.3K -550 -3%
T
22
TRUADVICE
Florida
$805K +$54.6K +1,477 +8%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$773K -$8.5K -230 -1%
CAN
24
Cetera Advisor Networks
California
$737K -$170K -4,592 -20%
KWS
25
Keystone Wealth Services
California
$709K