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FT Vest US Equity Buffer ETF March

127 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 60 reducing their positions, and 12 closing their positions.

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
17
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$14.4M 332,729 -4,648 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$11.2M 259,306 +259,306 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.81M 203,641 -272,636 -57%
SMF
4
Sterling Manor Financial
New York
$8.05M 185,939 -1,033 -0.6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.53M 173,963 -23,593 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.98M 161,398 -31,650 -16%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$5.93M 137,109 -7,520 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.22M 120,697 -24,092 -17%
SI
9
Stephens Inc
Arkansas
$5.18M 119,640 -404 -0.3%
KWS
10
Keystone Wealth Services
California
$5.01M 115,838
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.92M 113,618 -190,043 -63%
NC
12
NovaPoint Capital
Georgia
$4.86M 112,308 -19,901 -15%
AssetMark Inc
13
AssetMark Inc
California
$4.84M 111,940 +39,261 +54%
AA
14
Armis Advisers
Georgia
$4.76M 110,037 +110,037 New
RFG
15
REAP Financial Group
Texas
$4.54M 105,000 -2,822 -3%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.25M 98,218 -4,073 -4%
KAS
17
Kestra Advisory Services
Texas
$4.08M 94,313 +6,359 +7%
NA
18
NewEdge Advisors
Louisiana
$4.05M 93,572 -8,725 -9%
HI
19
Harbour Investments
Wisconsin
$3.68M 85,013 -7,998 -9%
MW
20
MBL Wealth
North Carolina
$3.42M 78,931 -9,398 -11%
LPL Financial
21
LPL Financial
California
$2.74M 63,361 -1,677 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.44M 56,444 -4,373 -7%
LWP
23
LeClair Wealth Partners
Ohio
$2.41M 55,609 +55,609 New
IF
24
Integrity Financial
Wyoming
$2.29M 52,905 -1,397 -3%
Truist Financial
25
Truist Financial
North Carolina
$2.24M 51,668 -2,071 -4%