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FT Vest US Equity Buffer ETF June

104 hedge funds and large institutions have $311M invested in FT Vest US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
18
Increased
14
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.25M +$3.25M +73,600 New
CA
27
Cetera Advisors
Colorado
$2.98M +$3.05K +69 +0.1%
KPWS
28
Kestra Private Wealth Services
Texas
$2.83M -$258K -5,855 -8%
RFG
29
REAP Financial Group
Texas
$2.61M +$2.61M +59,088 New
RJA
30
Raymond James & Associates
Florida
$2.28M -$51.6K -1,169 -2%
TLA
31
Tanglewood Legacy Advisors
Texas
$2.06M
SFS
32
Sowell Financial Services
Arkansas
$1.9M -$72.3K -1,655 -4%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$1.8M -$8.87K -201 -0.5%
Truist Financial
34
Truist Financial
North Carolina
$1.75M -$55.7K -1,262 -3%
FFA
35
Fragasso Financial Advisors
Pennsylvania
$1.73M -$26K -588 -1%
AAS
36
Avantax Advisory Services
Texas
$1.72M -$104K -2,354 -6%
NA
37
NewEdge Advisors
Louisiana
$1.29M +$23.4K +523 +2%
AWM
38
Apollon Wealth Management
South Carolina
$1.18M
CP
39
Camelot Portfolios
Ohio
$1.17M +$167K +3,785 +17%
KFP
40
KMG Fiduciary Partners
Ohio
$1.11M
PFS
41
Prospera Financial Services
Texas
$1.08M +$1.08M +24,552 New
MCWS
42
McKinley Carter Wealth Services
West Virginia
$1.08M
LWM
43
Laidlaw Wealth Management
New York
$1.06M -$133K -3,012 -11%
IF
44
Integrity Financial
Wyoming
$1.05M -$137K -3,105 -12%
AWM
45
AE Wealth Management
Kansas
$958K -$2.95M -65,781 -76%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$899K -$373K -8,438 -29%
SPC
47
Sigma Planning Corp
Michigan
$885K -$1.41M -32,010 -62%
SB
48
Strategic Blueprint
Georgia
$877K +$14.8K +336 +2%
ARC
49
Advisor Resource Council
Texas
$758K +$758K +17,178 New
MWM
50
Maltin Wealth Management
New Jersey
$744K -$17.4K -394 -2%