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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 %
SPIA
51
Steward Partners Investment Advisory
New York
$697K +$175K +3,955 +33%
SEIA
52
Signature Estate & Investment Advisors
California
$683K
BTWM
53
Baker Tilly Wealth Management
Wisconsin
$683K -$97.9K -2,218 -13%
EWM
54
EPG Wealth Management
Georgia
$651K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$609K -$21.5K -488 -3%
FA
56
Flagstar Advisors
New York
$605K -$47K -1,065 -7%
CPIG
57
Chicago Partners Investment Group
Illinois
$595K
FPWM
58
FSB Premier Wealth Management
Iowa
$570K -$530 -12 -0.1%
SWA
59
SOA Wealth Advisors
New York
$559K -$13.1K -297 -2%
SS
60
Sunbelt Securities
Texas
$559K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$551K -$146K -3,300 -21%
OIA
62
OneDigital Investment Advisors
Kansas
$539K -$56.5K -1,280 -9%
SL
63
SWMG LLC
Texas
$538K
WS
64
Wedbush Securities
California
$454K -$134K -3,034 -23%
AIC
65
Archer Investment Corporation
Indiana
$445K -$37.1K -841 -8%
BRWA
66
B. Riley Wealth Advisors
Florida
$428K -$111K -2,514 -21%
IWA
67
Icon Wealth Advisors
Texas
$427K +$427K +9,669 New
Jane Street
68
Jane Street
New York
$418K +$185K +4,186 +79%
FI
69
FWG Investments
Kentucky
$413K +$413K +9,354 New
HAS
70
HBW Advisory Services
California
$409K -$51.7K -1,172 -11%
WEG
71
World Equity Group
Illinois
$361K +$361K +8,166 New
MOS
72
MGO One Seven
Ohio
$360K -$62.9K -1,424 -15%
IA
73
IFP Advisors
Florida
$345K -$53.6K -1,213 -13%
MSFS
74
Main Street Financial Solutions
Pennsylvania
$338K
DFA
75
DHJJ Financial Advisors
Illinois
$334K -$2.65K -60 -0.8%