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FT Vest US Equity Buffer ETF May

92 hedge funds and large institutions have $216M invested in FT Vest US Equity Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $190M → $216M (+$26M)

0.21% less ownership

Funds ownership: 45.13%44.92% (-0.21%)

3% less funds holding

Funds holding: 9592 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
18
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$1.15M -$7.55K -193 -0.6%
RJA
27
Raymond James & Associates
Florida
$1.15M -$1.06K -27 -0.1%
1W
28
1776 Wealth
Georgia
$1.1M
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$1.07M +$1.09M +27,972 New
ARC
30
Advisor Resource Council
Texas
$1.03M +$79.9K +2,043 +8%
BFG
31
Bouchey Financial Group
New York
$1.02M -$79.1K -2,023 -7%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$938K -$34.1K -871 -3%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$934K +$99.7K +2,550 +12%
KAS
34
Kestra Advisory Services
Texas
$877K -$3.43M -87,743 -79%
IF
35
Integrity Financial
Wyoming
$874K +$29.8K +762 +3%
Truist Financial
36
Truist Financial
North Carolina
$845K -$4.11K -105 -0.5%
CBFP
37
Cedar Brook Financial Partners
Ohio
$810K -$482K -12,327 -37%
LSA
38
Lion Street Advisors
Texas
$788K +$470K +12,009 +140%
HIS
39
Harvest Investment Services
Illinois
$769K +$10.1K +258 +1%
AWS
40
Atria Wealth Solutions
New York
$763K +$12K +308 +2%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$735K +$442K +11,304 +143%
IWC
42
Integrated Wealth Concepts
Massachusetts
$709K
EP
43
Eudaimonia Partners
Tennessee
$677K
CFGS
44
Concourse Financial Group Securities
Alabama
$665K -$16.7K -427 -2%
FPWM
45
FSB Premier Wealth Management
Iowa
$659K -$93.3K -2,387 -12%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$650K -$391 -10 -0.1%
WS
47
Wedbush Securities
California
$613K -$102K -2,603 -14%
HighTower Advisors
48
HighTower Advisors
Illinois
$610K
T
49
TRUADVICE
Florida
$586K -$2.31K -59 -0.4%
WEG
50
World Equity Group
Illinois
$569K -$10.6K -270 -2%