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FT Vest US Equity Buffer ETF July

143 hedge funds and large institutions have $328M invested in FT Vest US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+31
Holders Change %
+27.68%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
60
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$23.4M 486,850 +264,622 +119%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.6M 469,183 +366,763 +358%
RJA
3
Raymond James & Associates
Florida
$22.4M 465,101 +189,509 +69%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.5M 404,869 +106,501 +36%
MC
5
McCarthy & Cox
Ohio
$19.3M 400,355 +2,293 +0.6%
FSA
6
Financial Services Advisory
Maryland
$16.2M 336,487 -4,861 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$15.2M 316,291 +183,929 +139%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.6M 262,756 +110,215 +72%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.5M 219,223 -309,522 -59%
GWM
10
GDS Wealth Management
Texas
$9.62M 199,966 +19,495 +11%
CW
11
CreativeOne Wealth
Kansas
$9.52M 197,799 +180,205 +1,024%
SPIA
12
Steward Partners Investment Advisory
New York
$8.71M 181,118 +65,717 +57%
SW
13
SMART Wealth
Nebraska
$7.14M 148,335 +138,434 +1,398%
SI
14
Stephens Inc
Arkansas
$6.42M 133,484 +51,053 +62%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$5.84M 121,488 -2,634 -2%
RFG
16
REAP Financial Group
Texas
$5.45M 113,372 +47,246 +71%
MW
17
MBL Wealth
North Carolina
$5.36M 111,416 +7,792 +8%
LPL Financial
18
LPL Financial
California
$4.27M 88,695 -7,130 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.17M 86,630 +16,500 +24%
KWS
20
Keystone Wealth Services
California
$4.11M 85,476 +10,084 +13%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.02M 83,592 +50,542 +153%
KAS
22
Kestra Advisory Services
Texas
$3.99M 82,908 +19,873 +32%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$3.58M 74,496 +30 +0%
BCM
24
Beck Capital Management
Texas
$3.29M 68,339 +9,231 +16%
AssetMark Inc
25
AssetMark Inc
California
$3.11M 64,545 +42,183 +189%