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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.

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 Market Value Shares Shares
Change
Shares
Change %
MAC
1
Mason & Associates (California)
California
$65.6M 1,485,310 +1,485,310 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.9M 541,360 -130,111 -19%
Osaic Holdings
3
Osaic Holdings
Arizona
$19.9M 450,843 -257,810 -36%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$14.5M 328,159 +46,407 +16%
MML Investors Services
5
MML Investors Services
Massachusetts
$11.5M 260,067 -35,379 -12%
KWS
6
Keystone Wealth Services
California
$10.5M 238,509 -3,826 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.5M 236,913 -108,905 -31%
LPL Financial
8
LPL Financial
California
$10.4M 236,265 +33,360 +16%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.51M 192,684 -3,397 -2%
HI
10
Harbour Investments
Wisconsin
$7.51M 170,137 -14,814 -8%
CW
11
CreativeOne Wealth
Kansas
$7M 158,638 +23,662 +18%
Mariner
12
Mariner
Kansas
$6.16M 139,634 -473 -0.3%
AI
13
Atria Investments
North Carolina
$6.13M 138,820 +769 +0.6%
SI
14
Stephens Inc
Arkansas
$6.05M 137,072 -9,531 -7%
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$5.39M 122,128 -2,960 -2%
FGG
16
Financial Guidance Group
Florida
$5.24M 118,612 -1,770 -1%
VBFP
17
Valtinson Bruner Financial Planning
Minnesota
$5.07M 114,784 -1,402 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.86M 110,145 -6,986 -6%
CVA
19
Central Valley Advisors
California
$4.53M 102,676 +102,676 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.21M 95,378 -3,701 -4%
OMC
21
Old Mission Capital
Illinois
$3.96M 89,756 +69,238 +337%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$3.65M 82,598 -5,790 -7%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.4M 76,930
KAS
24
Kestra Advisory Services
Texas
$3.38M 76,532 +28,347 +59%
CAN
25
Cetera Advisor Networks
California
$3.33M 75,333 +20,986 +39%