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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
RJFSA
1
Raymond James Financial Services Advisors
Florida
$37.5M -$268K -7,623 -0.7%
Osaic Holdings
2
Osaic Holdings
Arizona
$24.6M -$561K -15,974 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.9M -$384K -10,941 -2%
AWM
4
AE Wealth Management
Kansas
$15.4M +$7.38M +210,122 +92%
CAN
5
Cetera Advisor Networks
California
$13.7M +$673K +19,170 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.94M -$491K -13,977 -5%
KAS
7
Kestra Advisory Services
Texas
$6.36M -$7.88M -224,500 -55%
TLA
8
Tanglewood Legacy Advisors
Texas
$5.5M +$5.49M +156,380 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.5M -$399K -11,374 -8%
Truist Financial
10
Truist Financial
North Carolina
$3.28M +$76.1K +2,167 +2%
CA
11
Cetera Advisors
Colorado
$3.2M +$27.3K +777 +0.9%
BCM
12
Beck Capital Management
Texas
$3.01M -$281K -8,004 -9%
WEG
13
World Equity Group
Illinois
$2.83M -$99.6K -2,836 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.77M -$58.7K -1,672 -2%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.71M -$298K -8,490 -10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.55M -$23.5K -670 -0.9%
LPL Financial
17
LPL Financial
California
$2.13M +$1.67M +47,575 +366%
IP
18
Ignite Planners
California
$2.1M +$2.01M +57,262 New
TFS
19
TrustCore Financial Services
Tennessee
$1.75M -$2.96M -84,242 -63%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.63M +$967K +27,548 +146%
SDH
21
Sloy Dahl & Holst
Washington
$1.62M
FPWM
22
FSB Premier Wealth Management
Iowa
$1.58M -$1.16K -33 -0.1%
BFG
23
Bouchey Financial Group
New York
$1.48M -$551K -15,688 -27%
MOS
24
MGO One Seven
Ohio
$1.4M -$365K -10,388 -21%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.32M