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FT Vest US Equity Buffer ETF June

103 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
22
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$677K -$65.5K -1,393 -9%
EWM
52
EPG Wealth Management
Georgia
$676K
SEIA
53
Signature Estate & Investment Advisors
California
$660K -$67K -1,425 -9%
CPIG
54
Chicago Partners Investment Group
Illinois
$617K
SWA
55
SOA Wealth Advisors
New York
$595K -$752 -16 -0.1%
FA
56
Flagstar Advisors
New York
$582K -$61.8K -1,315 -10%
SL
57
SWMG LLC
Texas
$573K
OIA
58
OneDigital Investment Advisors
Kansas
$550K -$23.6K -502 -4%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$549K -$100K -2,135 -15%
AAS
60
Ameritas Advisory Services
Nebraska
$544K +$211K +4,534 +63%
AWM
61
Avior Wealth Management
Nebraska
$522K +$522K +11,098 New
SS
62
Sunbelt Securities
Texas
$503K -$91.9K -1,954 -15%
BRWA
63
B. Riley Wealth Advisors
Florida
$494K +$102K +2,514 +26%
AIC
64
Archer Investment Corporation
Indiana
$471K -$2.35K -50 -0.5%
FI
65
FWG Investments
Kentucky
$440K
HAS
66
HBW Advisory Services
California
$409K
FPWM
67
FSB Premier Wealth Management
Iowa
$371K -$236K -5,026 -39%
HF
68
HRT Financial
New York
$369K +$369K +7,863 New
MSFS
69
Main Street Financial Solutions
Pennsylvania
$360K
IWA
70
Icon Wealth Advisors
Texas
$346K -$108K -2,305 -24%
CA
71
CoreCap Advisors
Michigan
$343K +$127K +2,693 +59%
DFA
72
DHJJ Financial Advisors
Illinois
$341K -$14.6K -310 -4%
IA
73
IFP Advisors
Florida
$338K -$29K -617 -8%
LA
74
Lifeworks Advisors
Michigan
$305K +$305K +6,480 New
MOS
75
MGO One Seven
Ohio
$291K -$92.6K -1,969 -24%