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FT Vest US Equity Buffer ETF May

83 hedge funds and large institutions have $209M invested in FT Vest US Equity Buffer ETF May in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 7

422% more capital invested

Capital invested by funds: $40M → $209M (+$169M)

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

80% more funds holding

Funds holding: 4683 (+37)

34.63% more ownership

Funds ownership: 27.65%62.28% (+35%)

Holders
83
Holders Change
+37
Holders Change %
+80.43%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
26
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$380K +$397K +11,062 New
AWS
52
Atria Wealth Solutions
New York
$377K +$393K +10,955 New
FFA
53
Fragasso Financial Advisors
Pennsylvania
$365K +$135K +3,757 +55%
TCM
54
Triumph Capital Management
Colorado
$358K +$44.8K +1,249 +14%
NA
55
NewEdge Advisors
Louisiana
$355K
WEPOG
56
Wealth Enhancement & Preservation of GA
Georgia
$347K +$361K +10,061 New
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$338K +$353K +9,838 New
FWM
58
Frontier Wealth Management
Missouri
$330K
NFG
59
Nations Financial Group
Iowa
$289K +$302K +8,421 New
SB
60
Strategic Blueprint
Georgia
$284K +$296K +8,249 New
MML Investors Services
61
MML Investors Services
Massachusetts
$283K +$296K +8,243 New
Citadel Advisors
62
Citadel Advisors
Florida
$260K -$328K -9,144 -55%
VBFP
63
Valtinson Bruner Financial Planning
Minnesota
$259K +$271K +7,542 New
DFA
64
DHJJ Financial Advisors
Illinois
$243K +$254K +7,081 New
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$234K +$244K +6,794 New
OMC
66
Old Mission Capital
Illinois
$212K -$363K -10,101 -62%
TA
67
TrueWealth Advisors
Alabama
$206K +$215K +5,995 New
UCFA
68
United Capital Financial Advisors
Texas
$204K +$213K +5,939 New
Wolverine Trading
69
Wolverine Trading
Illinois
$202K -$31.5K -877 -13%
CF
70
Centaurus Financial
California
$186K
CAL
71
Capital Analysts LLC
Pennsylvania
$94K +$98.7K +2,748 New
PTC
72
Private Trust Company
Ohio
$84K +$87.6K +2,439 New
SAM
73
Strategic Asset Management
Minnesota
$54K
SWA
74
SOA Wealth Advisors
New York
$28K +$29.7K +827 New
CAAS
75
Capital Asset Advisory Services
Michigan
$24K +$25.3K +705 New