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FT Vest US Equity Buffer ETF July

115 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
33
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$41.2M 990,634 +634,479 +178%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.7M 544,692 -40,804 -7%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$13.9M 334,013 +18,796 +6%
RJA
4
Raymond James & Associates
Florida
$13.6M 325,585 +114,608 +54%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.8M 307,592 -77,201 -20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.4M 249,141 +77,844 +45%
OMC
7
Old Mission Capital
Illinois
$8.76M 210,461 +210,461 New
CW
8
CreativeOne Wealth
Kansas
$8.63M 207,343 +55,967 +37%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$8.18M 196,593 -7,131 -4%
CA
10
Cetera Advisors
Colorado
$7.65M 183,874 -440 -0.2%
GWM
11
GDS Wealth Management
Texas
$6.96M 167,232 +9,817 +6%
AC
12
AIFG Consultants
New York
$6.88M 165,261 +231 +0.1%
AWM
13
AE Wealth Management
Kansas
$5.97M 140,766 -309,212 -69%
NA
14
NewEdge Advisors
Louisiana
$5.43M 128,294 -24,154 -16%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$5.24M 125,982 +34,902 +38%
SPIA
16
Steward Partners Investment Advisory
New York
$5.15M 123,767 -2,330 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.81M 115,585 +9,847 +9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.59M 110,319 -1,649 -1%
CAN
19
Cetera Advisor Networks
California
$4.47M 107,306 +30,991 +41%
LPL Financial
20
LPL Financial
California
$3.58M 86,119 +12,704 +17%
SI
21
Stephens Inc
Arkansas
$3.54M 85,114 -9,389 -10%
FSA
22
Financial Services Advisory
Maryland
$3.32M 79,712 +79,712 New
MSFS
23
Main Street Financial Solutions
Pennsylvania
$3.23M 77,676 -410 -0.5%
KWS
24
Keystone Wealth Services
California
$3.23M 77,557 +1,000 +1%
RFG
25
REAP Financial Group
Texas
$3.15M 75,766 +75,766 New