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FT Vest US Equity Buffer ETF May

117 hedge funds and large institutions have $229M invested in FT Vest US Equity Buffer ETF May in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 119117 (-2)

6.16% less ownership

Funds ownership: 27.87%21.72% (-6.2%)

15% less capital invested

Capital invested by funds: $270M → $229M (-$41.2M)

56% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 48

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
21
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1
FOCUS Wealth Advisors
Texas
$25.2M +$167K +3,270 +0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.5M -$4.04M -79,113 -21%
AssetMark Inc
3
AssetMark Inc
California
$10.9M +$1.24M +24,342 +13%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.4M -$9.14M -178,834 -47%
Raymond James Financial
5
Raymond James Financial
Florida
$10.1M -$3.07M -59,971 -24%
RFG
6
REAP Financial Group
Texas
$9.32M +$1.03M +20,103 +13%
KWS
7
Keystone Wealth Services
California
$9.29M -$34.6K -676 -0.4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$8.83M -$686K -13,427 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.42M -$427K -8,343 -5%
SI
10
Stephens Inc
Arkansas
$7.33M -$1.06M -20,771 -13%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$6.36M +$212K +4,138 +4%
KAS
12
Kestra Advisory Services
Texas
$6M +$555K +10,861 +10%
TLA
13
Tanglewood Legacy Advisors
Texas
$5.79M -$3.02K -59 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.56M -$21.7M -424,140 -80%
LPL Financial
15
LPL Financial
California
$5.09M -$347K -6,788 -7%
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$4.25M +$4.16M +81,359 New
FPWM
17
FSB Premier Wealth Management
Iowa
$3.75M -$163K -3,193 -4%
IP
18
Ignite Planners
California
$3.72M
MSFS
19
Main Street Financial Solutions
Pennsylvania
$3.3M -$13.8K -270 -0.4%
WAS
20
WESPAC Advisors SoCal
California
$3.2M -$475K -9,292 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.39M -$328K -6,422 -12%
SAW
22
Signal Advisors Wealth
Michigan
$2.26M -$357K -6,989 -14%
IAN
23
Integrated Advisors Network
Texas
$2.2M -$3.73K -73 -0.2%
SDH
24
Sloy Dahl & Holst
Washington
$2.2M
SWA
25
SOA Wealth Advisors
New York
$2.06M