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FT Vest US Equity Buffer ETF July

139 hedge funds and large institutions have $273M invested in FT Vest US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
33
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$33.6M +$104K +2,180 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M +$412K +8,648 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.7M -$439K -9,212 -2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.3M +$1.38M +28,888 +9%
FSA
5
Financial Services Advisory
Maryland
$15.6M -$348K -7,304 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.29M -$350K -7,341 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.3M -$3.06M -64,246 -27%
CW
8
CreativeOne Wealth
Kansas
$7.27M -$45.5K -956 -0.6%
AssetMark Inc
9
AssetMark Inc
California
$6.53M +$1.8M +37,782 +38%
AA
10
Armis Advisers
Georgia
$6.31M -$109K -2,289 -2%
SW
11
SMART Wealth
Nebraska
$6.14M -$48.9K -1,027 -0.8%
SI
12
Stephens Inc
Arkansas
$6.06M -$57.2K -1,201 -0.9%
RFG
13
REAP Financial Group
Texas
$5.85M +$381 +8 +0%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.36M
MW
15
MBL Wealth
North Carolina
$4.98M -$202K -4,233 -4%
LPL Financial
16
LPL Financial
California
$4.73M +$12K +252 +0.3%
NG
17
Novem Group
New York
$4.27M -$417K -8,745 -9%
KWS
18
Keystone Wealth Services
California
$3.81M -$191K -4,018 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.75M -$149K -3,121 -4%
KAS
20
Kestra Advisory Services
Texas
$3.74M -$285K -5,986 -7%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$3.51M -$28.8K -604 -0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.42M -$195K -4,098 -5%
BCM
23
Beck Capital Management
Texas
$2.98M -$178K -3,738 -6%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.59M +$53.3K +1,118 +2%
OWM
25
Opes Wealth Management
California
$2.27M +$33.3K +700 +1%