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FT Vest US Equity Buffer ETF May

77 hedge funds and large institutions have $191M invested in FT Vest US Equity Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $189M → $191M (+$1.53M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1.26% less ownership

Funds ownership: 55.54%54.29% (-1.3%)

3% less funds holding

Funds holding: 7977 (-2)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
14
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$416K +$13.4K +381 +3%
AAS
52
Ameritas Advisory Services
Nebraska
$410K -$23.7K -676 -5%
NFG
53
Nations Financial Group
Iowa
$389K
FFA
54
Fragasso Financial Advisors
Pennsylvania
$373K
KWS
55
Keystone Wealth Services
California
$350K
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$335K -$10.5K -300 -3%
IA
57
IFP Advisors
Florida
$329K -$71.2K -2,027 -16%
VBFP
58
Valtinson Bruner Financial Planning
Minnesota
$329K +$48K +1,366 +17%
CFG
59
Cooper Financial Group
California
$320K +$319K +9,086 New
WEPOG
60
Wealth Enhancement & Preservation of GA
Georgia
$306K
CF
61
Centaurus Financial
California
$298K +$70.9K +2,018 +31%
MML Investors Services
62
MML Investors Services
Massachusetts
$291K -$35 -1 -0%
OC
63
Oppenheimer & Co
New York
$282K -$10.2K -290 -3%
SG
64
StoneX Group
New York
$281K +$280K +7,985 New
DFA
65
DHJJ Financial Advisors
Illinois
$234K
ACMA
66
Arbor Capital Management (Alaska)
Alaska
$212K
TA
67
TrueWealth Advisors
Alabama
$201K +$200K +5,710 New
OIM
68
Oder Investment Management
California
$127K +$127K +3,605 New
UBS Group
69
UBS Group
Switzerland
$121K -$19K -541 -14%
MCC
70
Money Concepts Capital
Florida
$115K +$115K +3,261 New
CAL
71
Capital Analysts LLC
Pennsylvania
$97K
PTC
72
Private Trust Company
Ohio
$86K
SWA
73
SOA Wealth Advisors
New York
$29.1K
AF
74
Advisornet Financial
Minnesota
$10.6K
AIP
75
Ameritas Investment Partners
Nebraska
$5.45K