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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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.5M 585,496 +43,736 +8%
AWM
2
AE Wealth Management
Kansas
$17.3M 449,978 +347,769 +340%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M 384,793 +277,968 +260%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.7M 356,155 +265,195 +292%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12.1M 315,217 +315,217 New
OAJ
6
Ogorek Anthony Joseph
New York
$10.3M 267,617 +267,617 New
RJA
7
Raymond James & Associates
Florida
$8.09M 210,977 +196,726 +1,380%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$7.81M 203,724 +203,724 New
CA
9
Cetera Advisors
Colorado
$7.07M 184,314 +133,808 +265%
FIA
10
Foundations Investment Advisors
Arizona
$7.01M 182,915 +182,915 New
RA
11
RiverTree Advisors
Florida
$6.86M 178,768 +178,768 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.57M 171,297 +130,003 +315%
AC
13
AIFG Consultants
New York
$6.33M 165,030 +165,030 New
GWM
14
GDS Wealth Management
Texas
$6.04M 157,415 +85,257 +118%
NA
15
NewEdge Advisors
Louisiana
$5.85M 152,448 +131,693 +635%
MAM
16
Milestone Asset Management
Pennsylvania
$5.84M 152,686 +152,686 New
CW
17
CreativeOne Wealth
Kansas
$5.81M 151,376 +95,830 +173%
SPIA
18
Steward Partners Investment Advisory
New York
$4.84M 126,097 +115,122 +1,049%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.29M 111,968 +60,409 +117%
BCM
20
Brookstone Capital Management
Illinois
$4.12M 107,477 -19,154 -15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.06M 105,738 +23,899 +29%
SI
22
Stephens Inc
Arkansas
$3.62M 94,503 +94,503 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.49M 91,080 +49,875 +121%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.99M 78,086 +60,606 +347%
KWS
25
Keystone Wealth Services
California
$2.94M 76,557 +58,388 +321%