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FT Vest US Equity Buffer ETF July

112 hedge funds and large institutions have $221M invested in FT Vest US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
-19
Holders Change %
-14.5%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
11
Reduced
62
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.4M 528,745 -6,996 -1%
MC
2
McCarthy & Cox
Ohio
$18.3M 398,062 -3,067 -0.8%
FSA
3
Financial Services Advisory
Maryland
$15.7M 341,348 +256,083 +300%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.7M 298,368 -53,403 -15%
RJA
5
Raymond James & Associates
Florida
$12.7M 275,592 -46,066 -14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$10.2M 222,228 -78,452 -26%
GWM
7
GDS Wealth Management
Texas
$8.31M 180,471 +6,597 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.03M 152,541 -208,885 -58%
AC
9
AIFG Consultants
New York
$6.62M 143,803 -8,597 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.1M 132,362 -131,385 -50%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$5.72M 124,122
SPIA
12
Steward Partners Investment Advisory
New York
$5.32M 115,401 -10,414 -8%
MW
13
MBL Wealth
North Carolina
$4.77M 103,624 +2,880 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.72M 102,420 -547,323 -84%
LPL Financial
15
LPL Financial
California
$4.41M 95,825 -5,533 -5%
SI
16
Stephens Inc
Arkansas
$3.8M 82,431 -287 -0.3%
KWS
17
Keystone Wealth Services
California
$3.47M 75,392 -2,500 -3%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$3.43M 74,466 -1,900 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.23M 70,130 -19,957 -22%
OIA
20
OneDigital Investment Advisors
Kansas
$3.11M 67,580 -4,702 -7%
RFG
21
REAP Financial Group
Texas
$3.05M 66,126 -2,826 -4%
KAS
22
Kestra Advisory Services
Texas
$2.9M 63,035 -10,397 -14%
BCM
23
Beck Capital Management
Texas
$2.72M 59,108 -1,944 -3%
OWM
24
Opes Wealth Management
California
$2.27M 49,280 -165 -0.3%
AAS
25
Avantax Advisory Services
Texas
$2.17M 47,165 -12,938 -22%