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FT Vest US Equity Buffer ETF July

145 hedge funds and large institutions have $329M invested in FT Vest US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

49% more capital invested

Capital invested by funds: $221M → $329M (+$108M)

29% more funds holding

Funds holding: 112145 (+33)

3.87% more ownership

Funds ownership: 31.85%35.72% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
145
Holders Change
+33
Holders Change %
+29.46%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
60
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$23.4M +$12.3M +264,622 +119%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.6M +$17.1M +366,763 +358%
RJA
3
Raymond James & Associates
Florida
$22.4M +$8.83M +189,509 +69%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.5M +$4.96M +106,501 +36%
MC
5
McCarthy & Cox
Ohio
$19.3M +$107K +2,293 +0.6%
FSA
6
Financial Services Advisory
Maryland
$16.2M -$227K -4,861 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$15.2M +$8.57M +183,929 +139%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.6M +$5.14M +110,215 +72%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.5M -$14.4M -309,522 -59%
GWM
10
GDS Wealth Management
Texas
$9.62M +$908K +19,495 +11%
CW
11
CreativeOne Wealth
Kansas
$9.52M +$8.4M +180,205 +1,024%
SPIA
12
Steward Partners Investment Advisory
New York
$8.71M +$3.06M +65,717 +57%
SW
13
SMART Wealth
Nebraska
$7.14M +$6.45M +138,434 +1,398%
SI
14
Stephens Inc
Arkansas
$6.42M +$2.38M +51,053 +62%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$5.84M -$123K -2,634 -2%
RFG
16
REAP Financial Group
Texas
$5.45M +$2.2M +47,246 +71%
MW
17
MBL Wealth
North Carolina
$5.36M +$363K +7,792 +8%
LPL Financial
18
LPL Financial
California
$4.27M -$332K -7,130 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.17M +$769K +16,500 +24%
KWS
20
Keystone Wealth Services
California
$4.11M +$470K +10,084 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.02M +$2.36M +50,542 +153%
KAS
22
Kestra Advisory Services
Texas
$3.99M +$926K +19,873 +32%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$3.58M +$1.4K +30 +0%
BCM
24
Beck Capital Management
Texas
$3.29M +$430K +9,231 +16%
AssetMark Inc
25
AssetMark Inc
California
$3.11M +$1.97M +42,183 +189%