We are live on ! Find out more
FMAY icon

FT Vest US Equity Buffer ETF May

24 hedge funds and large institutions have $18.8M invested in FT Vest US Equity Buffer ETF May in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

9% more funds holding

Funds holding: 2224 (+2)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

61.38% less ownership

Funds ownership: 91.01%29.63% (-61%)

68% less capital invested

Capital invested by funds: $58M → $18.8M (-$39.2M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
1
TRUADVICE
Florida
$3.54M -$34.4K -988 -1%
LPT
2
Legacy Private Trust
Wisconsin
$2.04M +$1.61M +46,191 +390%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.81M -$11.4K -327 -0.6%
CCP
4
Cassia Capital Partners
North Carolina
$1.69M +$338K +9,714 +25%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.37M +$479K +13,762 +55%
OMC
6
Old Mission Capital
Illinois
$1.16M +$1.14M +32,793 New
HI
7
Harbour Investments
Wisconsin
$1.11M +$1.1M +31,452 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$909K +$199K +5,709 +28%
ACM
9
Arlington Capital Management
Illinois
$744K +$736K +21,126 New
CA
10
Cetera Advisors
Colorado
$698K -$698K -20,055 -50%
KAS
11
Kestra Advisory Services
Texas
$585K -$160K -4,596 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$556K -$261K -7,500 -32%
CAS
13
Cascadia Advisory Services
Oregon
$519K +$513K +14,741 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$472K -$22.1K -635 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$438K -$34.8K -1,000 -7%
FWM
16
Frontier Wealth Management
Missouri
$338K
AWM
17
AE Wealth Management
Kansas
$328K -$13.8M -395,245 -98%
CF
18
Centaurus Financial
California
$191K
GSAM
19
Grant Street Asset Management
Pennsylvania
$103K +$66.5K +1,909 +188%
UBS Group
20
UBS Group
Switzerland
$65K +$64.7K +1,857 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$52K +$52.2K +1,500 New
IA
22
IFP Advisors
Florida
$40K
MF
23
Manchester Financial
California
$30K
First Trust Advisors
24
First Trust Advisors
Illinois
-$15.7M -454,391 Closed
SS
25
Simplicity Solutions
Minnesota
-$13M -377,944 Closed