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FT Vest US Equity Buffer ETF November

106 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.17M -$1.49M -33,351 -41%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.14M -$281K -6,271 -12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.14M -$131K -2,925 -6%
IF
29
Integrity Financial
Wyoming
$2.08M -$46.7K -1,044 -2%
KAS
30
Kestra Advisory Services
Texas
$2M +$385K +8,603 +24%
PFA
31
Plotkin Financial Advisors
Maryland
$2M
SPIA
32
Steward Partners Investment Advisory
New York
$1.96M +$3.67K +82 +0.2%
HI
33
Harbour Investments
Wisconsin
$1.59M -$36.6K -817 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.5M -$5.69M -127,230 -79%
FPWM
35
FSB Premier Wealth Management
Iowa
$1.48M +$37.5K +839 +3%
CBFP
36
Cedar Brook Financial Partners
Ohio
$1.3M -$97.7K -2,183 -7%
AI
37
Atria Investments
North Carolina
$1.26M -$77.4K -1,731 -6%
AWS
38
Atria Wealth Solutions
New York
$1.23M -$88.9K -1,988 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.15M -$193K -4,324 -14%
AWM
40
AE Wealth Management
Kansas
$1.13M -$1.08M -24,211 -49%
IAN
41
Integrated Advisors Network
Texas
$1.07M -$7.25K -162 -0.7%
Jane Street
42
Jane Street
New York
$1.07M +$614K +13,716 +136%
NA
43
NewEdge Advisors
Louisiana
$1.04M -$965K -21,576 -48%
TLA
44
Tanglewood Legacy Advisors
Texas
$989K
OIM
45
Oder Investment Management
California
$893K
SFB
46
STAR Financial Bank
Indiana
$855K +$55.8K +1,248 +7%
PGWM
47
Pitti Group Wealth Management
New York
$832K -$13.4K -300 -2%
NS
48
NBC Securities
Alabama
$811K -$42.7K -942 -5%
1SB
49
1ST Source Bank
Indiana
$805K -$1.31M -29,200 -62%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$789K -$4.21M -94,009 -84%