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FT Vest US Equity Buffer ETF November

114 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIM
51
Oder Investment Management
California
$849K
PGWM
52
Pitti Group Wealth Management
New York
$807K +$10.8K +255 +1%
NS
53
NBC Securities
Alabama
$800K -$62K -1,461 -7%
SFB
54
STAR Financial Bank
Indiana
$760K +$67.2K +1,580 +10%
SS
55
Sunbelt Securities
Texas
$748K +$16.2K +380 +2%
BFG
56
Bouchey Financial Group
New York
$748K -$116K -2,723 -13%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$728K
CPA
58
Clear Point Advisors
New York
$726K +$726K +17,084 New
SWP
59
Semus Wealth Partners
Florida
$672K +$672K +15,814 New
ASN
60
Advisory Services Network
Georgia
$656K -$6.59K -155 -1%
OC
61
Oppenheimer & Co
New York
$652K -$4.38K -103 -0.7%
IFS
62
Ifrah Financial Services
Arkansas
$649K -$44.6K -1,049 -6%
LNC
63
Lincoln National Corp
Pennsylvania
$642K +$343K +8,073 +115%
SB
64
Strategic Blueprint
Georgia
$641K +$641K +15,081 New
TC
65
TownSquare Capital
Utah
$625K +$64.4K +1,515 +11%
HIS
66
Harvest Investment Services
Illinois
$617K +$350K +8,243 +132%
CF
67
Centaurus Financial
California
$612K
KCFA
68
Key Client Fiduciary Advisors
New Jersey
$610K +$610K +14,360 New
BFG
69
Beacon Financial Group
Texas
$592K -$21.5K -505 -3%
SC
70
Scotia Capital
Ontario, Canada
$569K -$4.25K -100 -0.7%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$523K -$639K -15,025 -55%
TPW
72
TL Private Wealth
Texas
$513K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$504K -$13.8K -325 -3%
ACMA
74
Arbor Capital Management (Alaska)
Alaska
$489K +$489K +11,621 New
CFGS
75
Concourse Financial Group Securities
Alabama
$482K +$300K +7,056 +165%