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FT Vest US Equity Buffer ETF June

92 hedge funds and large institutions have $200M invested in FT Vest US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
32
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$26.7M 644,374 +68,688 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.5M 469,518 +151,857 +48%
KWS
3
Keystone Wealth Services
California
$9.97M 240,557 +115,797 +93%
KAS
4
Kestra Advisory Services
Texas
$8.71M 210,071 -46,760 -18%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.52M 205,531 +117,373 +133%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$8.15M 196,600 +196,600 New
HI
7
Harbour Investments
Wisconsin
$7.01M 169,090 +139,326 +468%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.91M 166,691 +89,236 +115%
SI
9
Stephens Inc
Arkansas
$5.99M 144,432 +32,902 +30%
Mariner
10
Mariner
Kansas
$5.68M 137,012 +120,600 +735%
AI
11
Atria Investments
North Carolina
$5.67M 136,935 +136,935 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.35M 129,193 -91,241 -41%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$5.18M 125,065 +93,896 +301%
FGG
14
Financial Guidance Group
Florida
$4.99M 120,348 -921 -0.8%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$4.86M 117,218 -1,143 -1%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.37M 105,411 +95,721 +988%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.08M 98,501 +17,386 +21%
KPWS
18
Kestra Private Wealth Services
Texas
$3.42M 82,426 -97,476 -54%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$3.34M 80,677 +31,458 +64%
CW
20
CreativeOne Wealth
Kansas
$3.13M 75,416 +75,416 New
CA
21
Cetera Advisors
Colorado
$2.82M 67,947 +26,815 +65%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.06M 49,719 +31,037 +166%
TLA
23
Tanglewood Legacy Advisors
Texas
$1.93M 46,692
SFS
24
Sowell Financial Services
Arkansas
$1.78M 43,069 +6,881 +19%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.65M 39,712 -3,095 -7%