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FT Vest US Equity Buffer ETF June

144 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+9
Holders Change %
+6.67%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
26
Armis Advisers
Georgia
$3.13M +$3.13M +60,878 New
HI
27
Harbour Investments
Wisconsin
$2.91M -$110K -2,132 -4%
SWP
28
Semus Wealth Partners
Florida
$2.88M
FA
29
Faithward Advisors
Pennsylvania
$2.81M +$457K +8,903 +19%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$210K +4,089 +8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.54M -$173K -3,376 -6%
TLA
32
Tanglewood Legacy Advisors
Texas
$2.28M -$76.5K -1,489 -3%
AAS
33
Avantax Advisory Services
Texas
$2.17M -$932K -18,148 -30%
GWM
34
GDS Wealth Management
Texas
$2.08M +$2.08M +40,465 New
SFS
35
Sowell Financial Services
Arkansas
$2.04M +$2.04M +39,731 New
SPIA
36
Steward Partners Investment Advisory
New York
$2.02M -$18.2K -355 -0.9%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.9M -$65.9K -1,282 -3%
IF
38
Integrity Financial
Wyoming
$1.74M -$38.4K -747 -2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.68M +$157K +3,055 +10%
FIA
40
Foundations Investment Advisors
Arizona
$1.67M -$68.2K -1,328 -4%
FI
41
FWG Investments
Kentucky
$1.65M -$80.4K -1,564 -5%
Truist Financial
42
Truist Financial
North Carolina
$1.61M -$374K -7,286 -19%
KPWS
43
Kestra Private Wealth Services
Texas
$1.61M
FIM
44
Freedom Investment Management
Connecticut
$1.48M +$90.6K +1,763 +7%
LWM
45
Laidlaw Wealth Management
New York
$1.45M +$7.91K +154 +0.5%
SB
46
Strategic Blueprint
Georgia
$1.38M -$65.8K -1,281 -5%
MCWS
47
McKinley Carter Wealth Services
West Virginia
$1.37M
AAS
48
Ameritas Advisory Services
Nebraska
$1.36M -$1.39M -27,051 -51%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$1.35M +$1.35M +26,276 New
KFP
50
KMG Fiduciary Partners
Ohio
$1.29M