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FT Vest US Equity Buffer ETF July

131 hedge funds and large institutions have $369M invested in FT Vest US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
32
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$43.1M 970,130 +970,130 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.9M 649,743 +400,602 +161%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.8M 535,741 -8,951 -2%
AIM
4
Astor Investment Management
Illinois
$22.5M 506,523 +506,523 New
MC
5
McCarthy & Cox
Ohio
$17.8M 401,129 +401,129 New
Osaic Holdings
6
Osaic Holdings
Arizona
$16.1M 361,426 +53,834 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.6M 351,771 -638,863 -64%
RJA
8
Raymond James & Associates
Florida
$14.3M 321,658 -3,927 -1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$13.4M 300,680 -33,333 -10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.7M 263,747 +153,428 +139%
GWM
11
GDS Wealth Management
Texas
$7.73M 173,874 +6,642 +4%
CW
12
CreativeOne Wealth
Kansas
$7.59M 170,771 -36,572 -18%
AI
13
Atria Investments
North Carolina
$7.13M 160,333 +160,333 New
AC
14
AIFG Consultants
New York
$6.77M 152,400 -12,861 -8%
NA
15
NewEdge Advisors
Louisiana
$5.62M 126,337 -1,957 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$5.59M 125,815 +2,048 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.52M 124,122 -1,860 -1%
CAN
18
Cetera Advisor Networks
California
$4.69M 105,459 -1,847 -2%
LPL Financial
19
LPL Financial
California
$4.51M 101,358 +15,239 +18%
MW
20
MBL Wealth
North Carolina
$4.48M 100,744 +30,200 +43%
LCGC
21
Legacy Capital Group California
California
$4.24M 95,500 +95,500 New
CA
22
Cetera Advisors
Colorado
$4.13M 92,899 -90,975 -49%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4M 90,087 -25,498 -22%
FSA
24
Financial Services Advisory
Maryland
$3.79M 85,265 +5,553 +7%
SI
25
Stephens Inc
Arkansas
$3.68M 82,718 -2,396 -3%