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FT Vest US Equity Buffer ETF July

148 hedge funds and large institutions have $322M invested in FT Vest US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
34
Reduced
65
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$34.5M 704,248 +704,248 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.9M 488,186 +19,003 +4%
MC
3
McCarthy & Cox
Ohio
$19.1M 389,416 -10,939 -3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$18.6M 380,619 -106,231 -22%
FSA
5
Financial Services Advisory
Maryland
$16.4M 335,235 -1,252 -0.4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.3M 313,280 -3,011 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.7M 238,541 -24,215 -9%
GWM
8
GDS Wealth Management
Texas
$10.8M 219,589 +19,623 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.91M 202,391 -16,832 -8%
SPIA
10
Steward Partners Investment Advisory
New York
$8.44M 172,326 -8,792 -5%
CW
11
CreativeOne Wealth
Kansas
$7.52M 153,482 -44,317 -22%
AA
12
Armis Advisers
Georgia
$6.6M 134,773 +134,773 New
SW
13
SMART Wealth
Nebraska
$6.36M 129,946 -18,389 -12%
SI
14
Stephens Inc
Arkansas
$6.29M 128,380 -5,104 -4%
RFG
15
REAP Financial Group
Texas
$6.02M 122,907 +9,535 +8%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$5.51M 112,517 -8,971 -7%
MW
17
MBL Wealth
North Carolina
$5.33M 108,809 -2,607 -2%
AssetMark Inc
18
AssetMark Inc
California
$4.86M 99,229 +34,684 +54%
LPL Financial
19
LPL Financial
California
$4.85M 99,002 +10,307 +12%
NG
20
Novem Group
New York
$4.82M 98,348 +98,348 New
KAS
21
Kestra Advisory Services
Texas
$4.14M 84,475 +1,567 +2%
KWS
22
Keystone Wealth Services
California
$4.11M 83,931 -1,545 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.01M 81,836 -4,794 -6%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.72M 75,989 -7,603 -9%
MSFS
25
Main Street Financial Solutions
Pennsylvania
$3.64M 74,371 -125 -0.2%