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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 %
CIA
101
Concurrent Investment Advisors
Florida
$373K
IWA
102
Icon Wealth Advisors
Texas
$371K -$9.45K -184 -2%
IA
103
IFP Advisors
Florida
$363K +$31.7K +616 +10%
HP
104
Holistic Planning
Texas
$346K
AFP
105
Ausdal Financial Partners
Iowa
$341K
MCC
106
Money Concepts Capital
Florida
$330K
MOS
107
MGO One Seven
Ohio
$328K -$1.01M -19,748 -76%
EWM
108
Echo Wealth Management
Minnesota
$325K +$9.87K +192 +3%
LBC
109
Leigh Baldwin & Co
New York
$320K +$320K +6,225 New
OPS
110
Orion Portfolio Solutions
Nebraska
$310K +$15.2K +296 +5%
BCI
111
Brinker Capital Investments
Pennsylvania
$310K +$15.2K +296 +5%
MFG
112
Merit Financial Group
Georgia
$309K +$309K +6,022 New
HF
113
HRT Financial
New York
$309K +$309K +6,018 New
CB
114
Chris Bulman
California
$296K -$1.13K -22 -0.4%
GS
115
GTS Securities
New York
$286K
MWM
116
Maltin Wealth Management
New Jersey
$284K
UCFA
117
United Capital Financial Advisors
Texas
$264K
PAS
118
Park Avenue Securities
New York
$258K
SA
119
Sanctuary Advisors
Indiana
$246K
NAS
120
NWF Advisory Services
California
$243K +$243K +4,730 New
FA
121
Flagstar Advisors
New York
$238K -$253K -4,915 -51%
IAS
122
Insigneo Advisory Services
Florida
$236K
LA
123
LM Advisors
California
$232K +$232K +4,518 New
FHC
124
First Heartland Consultants
Missouri
$223K +$2.72K +53 +1%
AIA
125
AssuredPartners Investment Advisors
Florida
$218K +$218K +4,245 New