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FT Vest US Equity Buffer ETF November

152 hedge funds and large institutions have $316M invested in FT Vest US Equity Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+38
Holders Change %
+33.33%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
56
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$2.57M +$1.34M +27,926 +108%
KWS
27
Keystone Wealth Services
California
$2.53M +$81.1K +1,696 +3%
RA
28
RiverTree Advisors
Florida
$2.48M +$2.48M +51,760 New
KPWS
29
Kestra Private Wealth Services
Texas
$2.44M -$611K -12,772 -20%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.27M
FFA
31
Fragasso Financial Advisors
Pennsylvania
$2.25M -$880K -18,410 -28%
FA
32
Faithward Advisors
Pennsylvania
$2.23M +$2.23M +46,564 New
IF
33
Integrity Financial
Wyoming
$2.21M +$176K +3,688 +9%
SPIA
34
Steward Partners Investment Advisory
New York
$2.07M -$20K -418 -1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.89M +$1.01M +21,052 +115%
FPWM
36
FSB Premier Wealth Management
Iowa
$1.83M +$1.03M +21,629 +131%
HI
37
Harbour Investments
Wisconsin
$1.77M +$259K +5,424 +17%
PFA
38
Plotkin Financial Advisors
Maryland
$1.62M -$41.7K -872 -3%
IAN
39
Integrated Advisors Network
Texas
$1.44M +$1.44M +30,015 New
SEIA
40
Signature Estate & Investment Advisors
California
$1.37M
TLA
41
Tanglewood Legacy Advisors
Texas
$1.33M +$344K +7,192 +35%
BFG
42
Bleakley Financial Group
New Jersey
$1.31M +$1.31M +27,425 New
FI
43
FWG Investments
Kentucky
$1.22M +$773K +16,171 +172%
AWS
44
Atria Wealth Solutions
New York
$1.18M +$145K +3,023 +14%
AWM
45
AE Wealth Management
Kansas
$1.18M +$86.1K +1,801 +8%
AI
46
Atria Investments
North Carolina
$1.16M +$802K +16,774 +224%
1SB
47
1ST Source Bank
Indiana
$986K +$125K +2,611 +15%
MML Investors Services
48
MML Investors Services
Massachusetts
$958K +$406K +8,487 +73%
OIM
49
Oder Investment Management
California
$954K
HIS
50
Harvest Investment Services
Illinois
$945K +$284K +5,948 +43%