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FT Vest US Equity Buffer ETF May

121 hedge funds and large institutions have $258M invested in FT Vest US Equity Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+36
Holders Change %
+42.35%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
46
Increased
45
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$28.6M 639,454 +41,468 +7%
FWA
2
FOCUS Wealth Advisors
Texas
$21.5M 481,295 +21,180 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.2M 295,613 +242,971 +462%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13M 292,172 +171,517 +142%
MC
5
McCarthy & Cox
Ohio
$10.9M 243,077 +9,813 +4%
RFG
6
REAP Financial Group
Texas
$10.2M 229,411 +87,324 +61%
WAS
7
WESPAC Advisors SoCal
California
$9.74M 218,135 +218,135 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$8.21M 183,862 +90,558 +97%
SI
9
Stephens Inc
Arkansas
$7.41M 165,913 +36,651 +28%
KWS
10
Keystone Wealth Services
California
$7.35M 164,609 +5,906 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.32M 163,991 +65,693 +67%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.91M 154,835 +59,808 +63%
WIM
13
WealthPlan Investment Management
Nebraska
$6.21M 139,090 +139,090 New
RJA
14
Raymond James & Associates
Florida
$6M 134,380 +105,141 +360%
TLA
15
Tanglewood Legacy Advisors
Texas
$5.69M 127,370 -24,746 -16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$5.09M 113,944 +6,314 +6%
CW
17
CreativeOne Wealth
Kansas
$5.06M 113,283 +87,786 +344%
LPL Financial
18
LPL Financial
California
$4.79M 107,263 -492 -0.5%
CCFM
19
Clear Creek Financial Management
Washington
$4.54M 101,699 +101,699 New
FPWM
20
FSB Premier Wealth Management
Iowa
$4.11M 92,047 +83,882 +1,027%
KAS
21
Kestra Advisory Services
Texas
$4.07M 91,046 +24,554 +37%
WP
22
WealthPLAN Partners
Nebraska
$3.82M 85,598 +85,598 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.35M 74,968 +32,141 +75%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.89M 64,804 -6,027 -9%
MOS
25
MGO One Seven
Ohio
$2.56M 57,408 +47,885 +503%