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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 %
AAS
76
Ameritas Advisory Services
Nebraska
$321K -$317K -7,104 -50%
LNC
77
Lincoln National Corp
Pennsylvania
$298K
HIM
78
Hanlon Investment Management
New Jersey
$294K -$355K -8,039 -55%
CSB
79
City State Bank
Iowa
$267K
CFGS
80
Concourse Financial Group Securities
Alabama
$258K +$7.86K +178 +3%
AWS
81
Atria Wealth Solutions
New York
$246K
CWS
82
Cypress Wealth Services
California
$243K
PFA
83
Plotkin Financial Advisors
Maryland
$230K
TCM
84
Triumph Capital Management
Colorado
$221K -$6.4K -145 -3%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$212K +$212K +4,800 New
CA
86
CoreCap Advisors
Michigan
$203K +$203K +4,599 New
GEA
87
Glen Eagle Advisors
New Jersey
$177K
GM
88
GeoWealth Management
Illinois
$173K -$37.8K -855 -18%
NS
89
NBC Securities
Alabama
$147K -$10.2K -231 -6%
CPA
90
Clear Point Advisors
New York
$118K +$118K +2,665 New
CF
91
Centaurus Financial
California
$100K +$100K +2,271 New
AF
92
Advisornet Financial
Minnesota
$92.7K
PS
93
Principal Securities
Iowa
$77.9K +$77.9K +1,764 New
UBS Group
94
UBS Group
Switzerland
$69.8K -$17.3K -391 -20%
TCWA
95
Turtle Creek Wealth Advisors
Texas
$67.4K +$67.4K +1,526 New
OAJ
96
Ogorek Anthony Joseph
New York
$56K
Morgan Stanley
97
Morgan Stanley
New York
$47.2K -$20K -453 -30%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$35.5K -$1.89M -42,739 -98%
AA
99
AlphaMark Advisors
Kentucky
$35K
ASN
100
Advisory Services Network
Georgia
$34.9K +$34.9K +791 New