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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.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 131112 (-19)

17.64% less ownership

Funds ownership: 49.48%31.85% (-18%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less capital invested

Capital invested by funds: $369M → $221M (-$148M)

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

82% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 62

Holders
112
Holders Change
-19
Holders Change %
-14.5%
% of All Funds
1.62%
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 Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.4M -$313K -6,996 -1%
MC
2
McCarthy & Cox
Ohio
$18.3M -$137K -3,067 -0.8%
FSA
3
Financial Services Advisory
Maryland
$15.7M +$11.5M +256,083 +300%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.7M -$2.39M -53,403 -15%
RJA
5
Raymond James & Associates
Florida
$12.7M -$2.06M -46,066 -14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$3.51M -78,452 -26%
GWM
7
GDS Wealth Management
Texas
$8.31M +$296K +6,597 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.03M -$9.36M -208,885 -58%
AC
9
AIFG Consultants
New York
$6.62M -$385K -8,597 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.1M -$5.89M -131,385 -50%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$5.72M
SPIA
12
Steward Partners Investment Advisory
New York
$5.32M -$467K -10,414 -8%
MW
13
MBL Wealth
North Carolina
$4.77M +$129K +2,880 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.72M -$24.5M -547,323 -84%
LPL Financial
15
LPL Financial
California
$4.41M -$248K -5,533 -5%
SI
16
Stephens Inc
Arkansas
$3.8M -$12.9K -287 -0.3%
KWS
17
Keystone Wealth Services
California
$3.47M -$112K -2,500 -3%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$3.43M -$85.1K -1,900 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.23M -$894K -19,957 -22%
OIA
20
OneDigital Investment Advisors
Kansas
$3.11M -$211K -4,702 -7%
RFG
21
REAP Financial Group
Texas
$3.05M -$127K -2,826 -4%
KAS
22
Kestra Advisory Services
Texas
$2.9M -$466K -10,397 -14%
BCM
23
Beck Capital Management
Texas
$2.72M -$87.1K -1,944 -3%
OWM
24
Opes Wealth Management
California
$2.27M -$7.39K -165 -0.3%
AAS
25
Avantax Advisory Services
Texas
$2.17M -$580K -12,938 -22%