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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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24M -$1.43M -30,346 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M -$9M -191,391 -42%
MC
3
McCarthy & Cox
Ohio
$11.4M +$11.4M +243,255 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.2M +$100K +2,137 +0.9%
KWS
5
Keystone Wealth Services
California
$11.2M +$1.93K +41 +0%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$4.62M -98,261 -30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.6M +$6.08M +129,250 +136%
LPL Financial
8
LPL Financial
California
$9.84M -$1.27M -26,942 -11%
HI
9
Harbour Investments
Wisconsin
$7.43M -$573K -12,186 -7%
AI
10
Atria Investments
North Carolina
$6.75M +$218K +4,635 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.54M -$2.52M -53,516 -28%
Mariner
12
Mariner
Kansas
$6.48M -$86.6K -1,842 -1%
CW
13
CreativeOne Wealth
Kansas
$5.8M -$1.66M -35,301 -22%
ACA
14
Aptus Capital Advisors
Alabama
$5.57M +$5.56M +118,308 +246,475%
FGG
15
Financial Guidance Group
Florida
$5.56M -$14.3K -304 -0.3%
SI
16
Stephens Inc
Arkansas
$5.51M -$932K -19,828 -14%
CVA
17
Central Valley Advisors
California
$5.19M +$367K +7,803 +8%
KAS
18
Kestra Advisory Services
Texas
$4.95M +$1.35M +28,789 +38%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.58M -$7.64M -162,580 -63%
SFS
20
Sowell Financial Services
Arkansas
$4.44M +$2.58M +60,238 +139%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.95M -$1.23M -26,246 -24%
CA
22
Cetera Advisors
Colorado
$3.92M +$751K +15,963 +24%
CAN
23
Cetera Advisor Networks
California
$3.74M +$202K +4,298 +6%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.62M
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$3.52M -$1.88M -39,958 -35%