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FT Vest US Equity Buffer ETF July

128 hedge funds and large institutions have $319M invested in FT Vest US Equity Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-11
Holders Change %
-7.91%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
22
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$93.6M +$57M +1,102,124 +156%
FS
2
Ferguson Shapiro
Georgia
$20.6M +$20.6M +398,043 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$1.09M -21,063 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.6M +$2.05M +41,853 +24%
AssetMark Inc
5
AssetMark Inc
California
$9.34M +$2.25M +43,576 +32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.03M -$1.06M -20,572 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.92M -$9.78M -189,106 -55%
LPL Financial
8
LPL Financial
California
$7.85M +$2.71M +52,372 +53%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.94M -$18.8M -362,789 -73%
SW
10
SMART Wealth
Nebraska
$6.88M +$210K +4,068 +3%
AA
11
Armis Advisers
Georgia
$6.64M -$217K -4,195 -3%
SI
12
Stephens Inc
Arkansas
$6.54M -$36.1K -697 -0.5%
RFG
13
REAP Financial Group
Texas
$6.14M -$223K -4,309 -4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.61M -$213K -4,108 -4%
MW
15
MBL Wealth
North Carolina
$5.35M -$56.3K -1,088 -1%
NG
16
Novem Group
New York
$4.62M -$20.7K -400 -0.4%
KWS
17
Keystone Wealth Services
California
$4.25M +$114K +2,200 +3%
KAS
18
Kestra Advisory Services
Texas
$4.15M +$85.2K +1,647 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.84M +$119K +2,308 +3%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$3.82M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.56M -$510K -9,854 -13%
BCM
22
Beck Capital Management
Texas
$3.21M -$31.1K -601 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.85M +$38.1K +736 +1%
OWM
24
Opes Wealth Management
California
$2.53M +$56.6K +1,093 +2%
CW
25
CreativeOne Wealth
Kansas
$2.32M -$5.57M -107,710 -71%