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FT Vest US Equity Buffer ETF May

95 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+19
Holders Change %
+25%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
27
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Ameritas Advisory Services
Nebraska
$275K -$107K -2,758 -28%
WEPOG
77
Wealth Enhancement & Preservation of GA
Georgia
$275K -$65.1K -1,670 -19%
DFA
78
DHJJ Financial Advisors
Illinois
$258K +$4.33K +111 +2%
LNC
79
Lincoln National Corp
Pennsylvania
$252K +$252K +6,455 New
KPWS
80
Kestra Private Wealth Services
Texas
$244K +$244K +6,267 New
GSEP
81
Golden State Equity Partners
California
$214K
DWM
82
Darwin Wealth Management
Florida
$213K +$213K +5,479 New
HSA
83
HBK Sorce Advisory
Pennsylvania
$206K +$206K +5,286 New
ACMA
84
Arbor Capital Management (Alaska)
Alaska
$201K -$34.9K -896 -15%
PIAS
85
PCA Investment Advisory Services
Ohio
$133K +$133K +3,420 New
UBS Group
86
UBS Group
Switzerland
$130K +$104K +2,660 +396%
CAL
87
Capital Analysts LLC
Pennsylvania
$103K -$3.85K -99 -4%
PTC
88
Private Trust Company
Ohio
$95K
Bank of America
89
Bank of America
North Carolina
$83.9K
OLVIG
90
Oliver Lagore Vanvalin Investment Group
Michigan
$51.7K +$51.7K +1,327 New
AIP
91
Ameritas Investment Partners
Nebraska
$35.3K +$29.2K +750 +484%
WP
92
WealthPLAN Partners
Nebraska
$32.7K +$4.29K +110 +15%
AF
93
Advisornet Financial
Minnesota
$11.7K
BTI
94
Blue Trust Inc
Georgia
$9K +$9K +233 New
GM
95
GeoWealth Management
Illinois
$2K +$2K +39 New
OMC
96
Old Mission Capital
Illinois
-$528K -14,344 Closed
NFG
97
Nations Financial Group
Iowa
-$239K -6,476 Closed
TC
98
TownSquare Capital
Utah
-$236K -6,417 Closed
TA
99
TrueWealth Advisors
Alabama
-$210K -5,710 Closed
LPT
100
Legacy Private Trust
Wisconsin
-$210K -5,697 Closed