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FT Vest US Equity Buffer ETF May

76 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 7776 (-1)

3.11% less ownership

Funds ownership: 54.29%51.18% (-3.1%)

15% less capital invested

Capital invested by funds: $191M → $161M (-$29.1M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$28.1M +$27.6M +762,000 New
Osaic Holdings
2
Osaic Holdings
Arizona
$25.2M -$497K -13,726 -2%
AWM
3
AE Wealth Management
Kansas
$20M +$3.79M +104,639 +24%
CAN
4
Cetera Advisor Networks
California
$14.2M -$138K -3,808 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.64M -$705K -19,500 -8%
TLA
6
Tanglewood Legacy Advisors
Texas
$5.76M +$3.18K +88 +0.1%
KAS
7
Kestra Advisory Services
Texas
$5.62M -$1.02M -28,219 -16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.27M -$1.41M -38,894 -30%
NA
9
NewEdge Advisors
Louisiana
$3.05M +$2.54M +70,110 +540%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$2.84M
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.73M -$176K -4,874 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.65M -$35.9M -993,406 -93%
CA
13
Cetera Advisors
Colorado
$2.56M -$774K -21,395 -24%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.46M -$203K -5,616 -8%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.19M +$2.15M +59,380 New
IP
16
Ignite Planners
California
$2.14M +$38K +1,050 +2%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$2M +$1.62M +44,782 +470%
SDH
18
Sloy Dahl & Holst
Washington
$1.69M
BFG
19
Bouchey Financial Group
New York
$1.49M -$55.8K -1,542 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.38M -$1.08K -30 -0.1%
CBFP
21
Cedar Brook Financial Partners
Ohio
$1.23M
ARC
22
Advisor Resource Council
Texas
$1.06M +$271K +7,499 +35%
WS
23
Wedbush Securities
California
$993K +$247K +6,839 +34%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$919K
Truist Financial
25
Truist Financial
North Carolina
$876K -$2.52M -69,580 -75%