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FT Vest US Equity Buffer ETF November
FNOV

Overview Fund Activity

94 hedge funds and large institutions have $166M invested in FT Vest US Equity Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
17
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NW
1
Naviter Wealth
Arkansas
$4.91M
2
OC
2
Oppenheimer & Co
New York
$695K
3
MW
3
MBL Wealth
North Carolina
$9.93M
4
CW
4
CreativeOne Wealth
Kansas
$2.41M
5
WEG
5
World Equity Group
Illinois
$1.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.2M
2
PWM
2
PRW Wealth Management
Massachusetts
$0
3
IAN
3
Integrated Advisors Network
Texas
$1.04M
4
OMC
4
Old Mission Capital
Illinois
$886K
5
KAS
5
Kestra Advisory Services
Texas
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
26
Plotkin Financial Advisors
Maryland
$1.84M -$5.44K -135 -0.3%
WEG
27
World Equity Group
Illinois
$1.8M +$646K +16,033 +56%
KIA
28
Kraematon Investment Advisors
Massachusetts
$1.77M -$12.1K -300 -0.7%
IF
29
Integrity Financial
Wyoming
$1.76M -$20.9K -518 -1%
KWS
30
Keystone Wealth Services
California
$1.75M -$119K -2,956 -6%
AWM
31
AE Wealth Management
Kansas
$1.63M -$190K -4,717 -10%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1.62M – – –
CBFP
33
Cedar Brook Financial Partners
Ohio
$1.61M – – –
CAN
34
Cetera Advisor Networks
California
$1.56M -$43.5K -1,080 -3%
KAS
35
Kestra Advisory Services
Texas
$1.49M -$751K -18,654 -33%
FPWM
36
FSB Premier Wealth Management
Iowa
$1.44M – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.29M -$20.1K -500 -2%
SWM
38
Spire Wealth Management
Virginia
$1.28M -$418K -10,371 -25%
Truist Financial
39
Truist Financial
North Carolina
$1.14M +$2.3K +57 +0.2%
AI
40
Atria Investments
North Carolina
$1.11M -$14.1K -351 -1%
AWS
41
Atria Wealth Solutions
New York
$1.07M +$196K +4,863 +22%
IAN
42
Integrated Advisors Network
Texas
$1.04M -$2.31M -57,270 -69%
BFG
43
Bouchey Financial Group
New York
$1.03M -$52.6K -1,307 -5%
TLA
44
Tanglewood Legacy Advisors
Texas
$890K -$5.23K -130 -0.6%
OMC
45
Old Mission Capital
Illinois
$886K -$776K -19,271 -47%
OIM
46
Oder Investment Management
California
$804K -$10.9K -270 -1%
CA
47
CoreCap Advisors
Michigan
$767K +$767K +19,059 New
PGWM
48
Pitti Group Wealth Management
New York
$762K -$40 -1 -0%
SDH
49
Sloy Dahl & Holst
Washington
$698K – – –
OC
50
Oppenheimer & Co
New York
$695K +$695K +17,272 New
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